Generating an OB2 (Within Salesforce)
Search for the contact
- Select the correct contact
- Go to the top right and select “Download OB2”
Salesforce User Guide
Search for a help article!
Topics
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Introduction and Overview 2
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Member Records 11
- Contacts (Volunteers, Staff or Trainers)
- Member Details
- Member Statuses
- A Member's Volunteer or Staff Activities
- Voting Members
- Updating a Member’s Status, Team, Role, Rank or Activity
- Changing a Contact's Record Type (e.g. for a new member or a leaving member)
- Creating DEMS User
- Sync to DEMS
- Generating an OB2 (Within Salesforce)
- Reporting on Member Activity
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Scope of Practice 3
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Scope of Practice Product 2
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Proficency Product 2
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Configuring the Solution (for Admins) 4
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Additional Resources 1