Introduction to Salesforce and HomeKeeper

Published April 14th, 2025 by Kathryne LeBell

In this article, you'll learn what Salesforce is, what HomeKeeper is, and how they both interact. You'll also learn the basic information that you need to get started with Salesforce. Salesforce CRM Salesforce is a cloud-based software company that provides customer relationship management (CRM*) software and applications focused on sales, customer

User Management for HomeKeeper

Published February 21st, 2025 by Kathryne LeBell

One of the most important roles of a Salesforce Administrator is user management. This article covers everything related to Salesforce User management for HomeKeeper, including creating new users, editing existing users, and removing former staff.  NOTE: Check out this Salesforce Trailmix for an in-depth review of User Management!   User Management

Grant Temporary Access to HomeKeeper Support

Published April 14th, 2025 by Kathryne LeBell

When receiving help from HomeKeeper Support, we may request login access to your organization. This allows us to view your instance from your perspective. This article provides instructions on how to grant temporary login access. Video Tutorial Your browser does not support HTML5 video.     Step-By-Step Instructions  1. Click on your User Profile in