New User Organizations- How to Get Started
Transitioning to HomeKeeper requires a significant amount of time and energy, particularly during the first 6 months. Fortunately, you’re not on your own. We’ll guide you through the setup process and make sure you get off to the right start. There are four phases to getting started: 1. Pre-HomeKeeper Prep 2. Custom HomeKeeper Setup 3. Individual Orientation 4. HomeKeeper Launch Review the articles on the left for more details on each step.
- ★ How to Get a Salesforce Instance (Prior to Getting HomeKeeper)
- Pahniti Tosuksri |
- Getting on Board with HomeKeeper: An Overview of the Onboarding Process
- Liz Haney |
- Phase 1: Pre-Installation Planning
- Liz Haney |
- After Orientation: Own your HomeKeeper, Get Your Data in and More
- Liz Haney |
- How to become a HomeKeeper Participating Organization
- Tiffany Eng |
- How to add the HomeKeeper Development Team as a new User
- Tiffany Eng |
- How to Check if You Are on a Trial or Permanent Salesforce License
- Lindsey Griggs |