Administrative Tasks to Maintain Your HomeKeeper

HomeKeeper is an app installed in your Salesforce instance. This article collects administrative tasks that are the responsibility of your program.
Use these instructions to upkeep your HomeKeeper so it works efficiently for you!

Coming Soon: How to administer your Salesforce database

Managing User Access

• Adding new HomeKeeper users
• Intro to the HomeKeeper Profiles
• What Users Should I Keep Active in HomeKeeper
• How to Change a User Profile in Salesforce

Customizing HomeKeeper

• Intro to List Views (and editing a List View)
• Update Multiple Records at Once Using a List View
• Editing a Picklist Value
• Edit a Page Layout
• Editing Help Text
• Customize your Mini-Page Layouts
• Customize Lookup Results

Upgrade Instructions and Regular Updates

• Adding a new NOFA grant to the Activity Type picklist
• Setting up AMI records
• How to Update your Managed Package (to get latest version of HomeKeeper)
• Determine whether you are on the latest version of HomeKeeper
• Reviewing license and data storage