Note About Cooking Matters Transition: Salesforce will be accessible until September 30, 2024. During this period, users can enter information and retrieve reports and historical data. However, Share Our Strength no longer requires organizations to enter information in Salesforce.
Many partners rely on other community groups to host or otherwise support the delivery of Cooking Matters programming. Salesforce refers to your collaborating agencies as Organizations and enables the careful documentation of your shared activity.
The video below demonstrates how to create a new record for a community group that will serve as the Host Agency for a program, with a focus on the required fields. You may also create Organization records for groups that will serve as Satellite Partners or other types of collaborators.
There are several avenues available for navigating to and updating an Organization record, as shown in the following video:
- Clicking on the “Update Organization Records” option from the hamburger menu in the top left of the screen
- Note the options for filtering the list view to make it easier to find the Organization you want!
- An exact text entry in the global search field
- A partial text entry in the global search field
- Clicking on the Host Organization field of a Program record