NAZ LINK – Partner Portal

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.

Report an Issue

Fill out this form to report issues occurring in Salesforce

Release of Information

Coach ROI Checklist

Checklist with process February 2022

Data Privacy Training July 2020

Data Privacy slide deck from July 2020 coach training

Interim Forms

Priority Action: Family Academy Recruitment

Instructions for processing FA recruited family in The Link

Priority Action: Data Clean Up

End of Calendar Year data clean up. Due Dec 22, 2021

Coaching Recruitment Record Creation

Fill out this form to request records be created for recruited families

Family Academy Record Creation

Fill out this form to request records be created for Family Academy participants not engaged with Family Coaching

The Link Resources

Resources in the LINK

An overview of requesting, approving, & fulfilling resource requests in the LINK.

Create & Request a Resource

How to make a request for a resource

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)

Programming in the LINK

What NAZ Programs look like in the Link (process outline)

Add/Register for Events

How to track conferences in Salesforce.

Case Notes Best Practices

How to Case Note the NAZ way

Add Goals & Action Steps- Existing Case Plans

How to add or goals & action items to existing Case Plans

Goals & Action Steps- New Case Plan

How to create a new Case Plan & add goals/action items to it

Update Goals/Action Items

How to update existing Goals and Action Items within Case Plans

Create a Reminder

How to create a new reminder to follow up with a NAZ family or participant

Assign A Task

Assign tasks to individuals

Update an Existing Reminder/Follow-Up Task

How to update a reminder/follow-up task once it has been completed

Update Address

How to update address of household

Log an Activity

How to log the time spent with NAZ families or participants & make note of topics discussed

Favorite a Report

How to favorite a report

Make a Referral

How to send a referral to a partner organization after setting a referral goal

Run a Report

How to run a report in Salesforce

Salesforce Terminology

Dictionary of Salesforce terms & definitions

Salesforce Terminology - Former NAZ Connect Users

Dictionary of NAZ Connect terms in Salesforce language

Send a Message (Internal NAZ staff)

How to send a message internally in the LINK

Send a Message (NAZ Partners)

How to send a message to partners in the LINK

NAZ Connect

Events

NAZ

Results