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 ROI Process- COVID Digital ROI Process (COVID) Data Privacy Training July 2020 Data Privacy slide deck from July 2020 coach training Interim Forms 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 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 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 Action Steps How to update existing Action Items within Case Plans Create a Reminder How to create a new reminder to follow up with a NAZ family or participant 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 How to send a message in Salesforce
