SSAI Webinar Salesforce Portal Training Tuesday, January 13, 2015 Presenters: Chris Garland & Long Truong

SSAI Subgrantee Portal Training  Welcome to the SSAI webinar: Introduction to the Subgrantee Portal  We are waiting for attendees to log in  There will be a Q&A session at the end to answer your questions  This webinar will be recorded, we will send out a PDF with screenshots attached for reference

Overview  SSAI utilized Salesforce in July 2011  Recent internal evaluation: Lack of implementation Lack of training for subgrantees  Review the portal Definition Instructions and application in day to day work with SSAI

Uses of the Subgrantee Portal  Used for managing contact, cases, and other interaction between SSAI and subgrantees  Keep everything in one place and track history for convenience and record-keeping  In the future: Give subgrantee user more autonomy and control on information about subgrantee Quick snapshot of grant information for convenience

Goal of this training webinar  Reactivate training and usage of portal  Help users maximize the potential of portal  Introduce upcoming new functions (only for Key Subgrantee Contact group)

How to log in  Log in through SSAI webtool  Demonstration screenshot in PDF

Current functionality: 3  Articles: network-wide s, PPM  Contacts: view active contacts at the subgrantee  Cases: open new case with categorization, view open and closed cases  Demonstration screenshot in PDF

Enhanced functionality: 2  Only for certain group of users: able to edit certain subgrantee information  New users will need to specifically request for this access  Subgrantee Profile  Contact Request Form (CRF)

Enhanced functionality: Subgrantee Profile  Users can view “snapshot” of information of subgrantee: name, address, slots, counties, budget, etc.  Users can edit certain information about subgrantee such as: legal name, address, website, etc. (complete list is in pdf)

Enhanced functionality : Contact Request Form (CRF)  User can submit a request to add, edit, or deactivate a contact  This does not alter database, it only alerts SSAI staff of the upcoming change  Demonstration in pdf

After this webinar  Please log into the portal to familiarize yourself with the available functions and services  Please feel free to ask us (Chris, Long, or scsephelp any question)  We will send out: PDF with screenshots of demonstration Follow-up survey