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Phase 2: Installation and Customization

Back to: HomeKeeper Onboarding Guide

Before this: Phase 1 Pre-Installation Planning

Most of the work during the Installation and Customization phase will be done by HomeKeeper staff and developers. We'll need you to ensure that you have the appropriate Salesforce licenses to use HomeKeeper (these can be donated to nonprofits, and for-profits should work with their Salesforce Account Executive to purchase). Once your licenses have been donated or purchased, you'll need to give us access to your Salesforce, so we can configure and customize HomeKeeper for you.

This phase starts once you have a Getting Started Meeting with HomeKeeper staff and ends when HomeKeeper staff finish the customizations to your HomeKeeper instance. The tasks and meeting for Getting started are meant to:

  • Get you up and running with a Salesforce account
  • Help you successfully buy (or receive Salesforce's donation) of user licenses
  • Create a user to allow our team to install or configure HomeKeeper in your System
  • Customize HomeKeeper for your program, your location and your workflows

1. Add all relevant Staff to the HomeKeeper Support Forums

Make sure all your staff will be able to get help with HomeKeeper if they need it. Once you've had a Getting Started Meeting, you'll get an email with a link for entering all staff who'll be using HomeKeeper, and we'll add them to the HomeKeeper support forums. Each person will then need to set their password for the forums.

We'll send you a link when you get to this step so that you can add them!

2. Create a User for the HomeKeeper Team to configure HomeKeeper in your Salesforce Instance

In order for us to configure your system, we need you to give us access by creating a "developer" user. Later, you'll be able to create users so that other members of your staff to log in, but don't do that yet. Follow these instructions for creating a developer user.

3. Configuration and Customization by HomeKeeper team

Once you create a user license for our HomeKeeper team, we'll start working on configuring your HomeKeeper app in Salesforce, as well as implementing the customizations that we discussed during your Getting Started Meeting. At this time, you don't have any action items, but you should be prepared to start working on pulling a First File as part of the next phase of the HomeKeeper onboarding process. This can take a couple of weeks, especially when we are onboarding several groups at once. We'll let you know when we've finished the installation of HomeKeeper in your Salesforce instance and you will be ready for your 1-1 Orientation to HomeKeeper.

See Phase 3: Orientation to HomeKeeper

 

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