Upon login you will be taken to your Partner Community Home page and Dashboard.

At the top of the page is the navigation toolbar:

• Home: Dashboard screen

• Contacts: This is where you will find all of your chapter’s members.

• Supporters: NOT FOR LOCAL USE

• Campaigns: The calendar hub of Salesforce. This is where we create events, log Eagle Engagements, and record Leader Meetings.

• Reports: The data hub of Salesforce. You will find the reports that give you the numbers on the dashboard and more.

• Chapter: This is where you can see what Chapter you are assigned to for the Partner Community.

• Search Bar: The search will search within all areas of the Partner Community.

Clicking on Contacts will bring up the Contacts page. In here you can view all of your members.

Use the drop down arrow under contacts to pull up the List Views:

Take a look at the toolbar across the top of the Contacts page.

Clicking on Campaigns will bring up the Campaigns page. This is where we create events/activities, log Eagle Engagements, and record Meetings. 

Use the drop down arrow under Campaigns to pull up the List Views:

Take a look at the toolbar across the top of the Campaigns page.

Clicking on Reports will bring up the Reports page. This is where we can dig into the data displayed on the dashboard. Take a look at the side menu along the left of the Reports page. 

Reports

• Recent - lists reports you have recently viewed

• Created by Me - Not enabled for Partner Community users

• Private Reports - Not enabled for Partner Community users

• All Reports - list of all the reports available

Folders: Click on all folders to see the following

• Campaign Reports
• Contact Reports
• Dashboard Reports