Portal > Tools > NAZ LINK
Welcome to all things NAZ Link!
Salesforce Support Request
Request- User Permissions
Fill out this form to request changes in Salesforce access and/or permissions
Request - Salesforce Configuration Changes
Fill out this form to request changes in Salesforce configurations.
Request - Data & Reporting
Fill out this form to update an existing report, create a new report, create a new dashboard, or subscribe NAZ Staff to receive specific reports.
Release of Information
Priority Action: Family Academy Recruitment
Instructions for processing FA recruited family in The Link
Coaching Recruitment Record Creation
Fill out this form to request records be created for recruited families
The Link Resources
Resources in the LINK
An overview of requesting, approving, & fulfilling resource requests in the LINK.
Resources Types & Amounts in the LINK
A comprehensive list of all resource types & amounts in the LINK.
ExL How To
How ExL partners complete various tasks in the LINK (including searching for a contact, updating/reviewing participant information, accepting/rejecting a referral, adding participants to a service session, taking attendance, viewing reports, & closing program engagements)
Add Goals & Action Steps- Existing Case Plans
How to add or goals & action items to existing Case Plans
Update an Existing Reminder/Follow-Up Task
How to update a reminder/follow-up task once it has been completed
Log an Activity
How to log the time spent with NAZ families or participants & make note of topics discussed
Salesforce Terminology - Former NAZ Connect Users
Dictionary of NAZ Connect terms in Salesforce language