PBHA Sales force Guide and FAQ
Why?
Because what we build is only as good as our documentation
Because the safety and responsibility for enrolling people comes with information sharing.
Our mission of social justice is an evolving story that can only be told by tracking our volunteers, participants, and outcomes! Maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
FAQs:
click here for the full-Term Director Salesforce Guide (old interface)
Q: I do not know my login and password.
A: They are the same for both old and new portals. For the old interface, you’ll need to contact assessment@pbha.org or your DoP for a reset email link. In the new interface, you can reset it yourself with the “Forgot Password” link.
Q: How do I see my volunteer applicants?
A: They are categorized as “Enrollments” and connected to your current Program Term.
Q: What about my returning volunteers and participants?
A: All Fall Enrollments are copied over to Spring. Directors are responsible for double-checking info is up to date, deleting any who did not re-commit, and following up with new additions
New Interface Q & A with Van Tran ‘26:
click for the answer in video format! “How can I…
view a volunteer’s application?”
mass update many volunteer enrollment statuses at once?”
create a new enrollment for a participant (same for volunteer, please)?”
view reports of collected and filtered data? export a report to excel?”
SUP-Specific “How-tos”:
click here for the full SUP Director Salesforce Guide (new interface
Have an issue using the system? Or an idea for improvement?
Ensure you are logging in with the appropriate URL for your role above. You may reset your password at the login page.
Reach out to assessment@pbha.org with anything that is not answered below or involves submitting the form details.