Customizing Intake Referral Partners, Meetings, and Workshops

There are a couple ways that you can customize some of the COACH app information. You can customize Customer Intake Referral Partners, Meetings, and Workshops information so that your organization can accurately create reports that reflect information such as places/organizations that refer customers, where Coaches conduct Meetings and Workshops and the types of Workshops your organization offers.

NOTE: Only Users with System Administrator access in Salesforce can make these changes.

We recommend deactivating options that you no longer need (instead of deleting them) to make sure that any old information that uses these options can still reflect the option that was saved. Deleting information in Salesforce is permanent and will affect old data/reports as well.

Customer Intake Referral Partners:

Often, organizations may have a list of places or organizations that frequently recommend customers to their organization. You can add these to your customer Intake information to keep track of where your customers are coming from and to ensure that Contact information is accurate in Reports.

1. Log into Salesforce.
2. Navigate to Setup (the cog icon at the top right).
3. Click on the Object Manager Tab.
4. Use the Quick Find box on the right to search for and click on Contact or scroll down to find and click on the Contact Object.
5. Click on Fields and Relationships in the left navigation panel.
6. Use the Quick Find box on the right to search for and click on the Referral Source field or scroll down to find and click on the Referral Source Field.
7. Under the Values section, click New to add new Referral Partners that your organization has.
8. Type in your Referral Partners in the box that displays. Each name must be on it's own line and you can add multiple at one time. Click Save when done.
   • You can click the Reorder button to reorder how they appear on the front-end for the Coaches.
9. After they have been added, go back to COACH and refresh your page to update the changes.
10. You can open an existing customer record or create a new one. You will see the Referral Source field and your new options should be available to choose for your customers now.

Meeting Locations:

Coaches in your organization may not always conduct their customer Meetings only in the office or virtually. You can add any other frequently used locations to allow Coaches to accurately show where it took place and to ensure that Meeting information is accurate in Reports.

1. Log into Salesforce.
2. Navigate to Setup (the cog icon at the top right).
3. Click on the Object Manager Tab.
4. Use the Quick Find box on the right to search for and click on Activity or scroll down to find and click on the Activity Object.
5. Click on Fields and Relationships in the left navigation panel.
6. Use the Quick Find box to search for and click on the Site field or scroll down to find and click on the Site Field.
7. Under the Values section, click New to add new Meeting Sites that your organization has.
8. Type in your Meeting Sites in the box that displays. Each name must be on it's own line and you can add multiple at one time. Click Save when done.
   • You can click the Reorder button to reorder how they appear on the front-end for the Coaches.
9. After they have been added, go back to COACH and refresh your page to update the changes.
10. Open an existing customer record. Click on an existing Meeting or click to create a new meeting and you will see the Site field and your new options should be available to choose for your customers now.

Workshop Locations:

Your organization may not always conduct Workshops in your office or virtually. Adding any other frequently used locations where Workshops take place will ensure that Workshop information is accurate upon creation and in Reports.

1. Log into Salesforce.
2. Navigate to Setup (the cog icon at the top right).
3. Click on the Object Manager Tab.
4. Use the Quick Find box on the right to search for and click on Workshop or scroll down to find and click on the Workshop Object.
5. Click on Fields and Relationships in the left navigation panel.
6. Use the Quick Find box on the right to search for and click on the Location field or scroll down to find and click on the Location Field.
7. Under the Values section, click New to add new Workshop Locations that your organization has.
8. Type in your Workshop Locations in the box that displays. Each name must be on it's own line and you can add multiple at one time. Click the checkbox below to add it to the Workshop Record Type and click Save when done.
   • You can click the Reorder button to reorder how they appear on the front-end for the Coaches.
9. After they have been added, go back to COACH and refresh your page to update the changes.
10. In the Workshop Tab, open an existing Workshop or click to create a new Workshop and you will see the Location field and your new options should be available to choose for your Workshops now.

Workshop Types:

Your organization may provides various types of Workshops beyond the standard options are are available in the COACH app. Adding your various Workshop Types will ensure that Workshop information is accurate upon creation and in Reports.

1. Log into Salesforce.
2. Navigate to Setup (the cog icon at the top right).
3. Click on the Object Manager Tab.
4. Use the Quick Find box on the right to search for and click on Workshop or scroll down to find and click on the Workshop Object.
5. Click on Fields and Relationships in the left navigation panel.
6. Use the Quick Find box to search for and click on the Workshop Type field or scroll down to find and click on the Workshop Type Field.
7. Under the Values section, click New to add new Workshop Types that your organization has.
8. Type in your Workshop Types in the box that displays. Each name must be on it's own line and you can add multiple at one time. Click the checkbox below to add it to the Workshop Record Type and click Save when done.
   • You can click the Reorder button to reorder how they appear on the front-end for the Coaches.
9. After they have been added, go back to COACH and refresh your page to update the changes.
10. In the Workshop Tab, open an existing Workshop or click to create a new Workshop and you will see the Workshop Type field and your new options should be available to choose for your Workshops now.