On this page you will find the resources and training you need to support your work with clients within HomeKeeper (Salesforce).

Workflows

1:1 Advising Flow

Agency Profiles and Agency Contact Records

Agency Manager Role

Adding Household Members

Credit Reports

HECAT Data Clean-Up Process

HUD Housing Counseling

Resources

Report Training - 03/30/2023

Users, Costs, Passwords & MFA

Salesforce Reports

Deleting Records

Agency Staff Changes

Viewing & Printing Log Notes

HomeKeeper Terms