Welcome to BestPrep's Salesforce Documentation
This site is your central hub for understanding how BestPrep uses Salesforce to manage mentoring programs, communications, student connections, and reporting.
Whether you're a program manager, support staff, developer, or occasional admin, you'll find everything here you need to work confidently within our Salesforce system.
If you want to get started with understanding simply how Salesforce works and the different tools available to us, please start here: BestPrep's Salesforce System
Purpose of This Site
- Provide clear documentation on how our custom Salesforce setup works
- Share step-by-step guides for common tasks and internal tools
- Centralize reference material for fields, objects, flows, and automations
- Help new staff get oriented quickly with onboarding resources
Structure of Our Salesforce System
BestPrep’s Salesforce environment supports programs like:
- eMentors
- Cloud Coach
- Stock Market Game
- Volunteer Management
- Donor and Sponsor Tracking
Each program is built around custom objects, flows, and automations tailored to our unique needs. This site explains what each component does — and how to safely make changes.
What You’ll Find Here
Getting Started
- Overview of key objects and relationships
- Logging in, navigating, and searching
- Understanding our custom record types
Program-Specific Guides
- Messaging flow (eMentors & Cloud Coach)
- Teacher and mentor portals
- Managing weekly guiding questions
Admin + Dev Docs
- Field reference by object
- Apex classes and triggers
- Flow logic and scheduled jobs
- Change log and deployment tips
Common Entry Points
Need Help?
For questions about this portal or to suggest edits, contact Tovin Sannes-Venhuizen or email tsannes-venhuizen@bestprep.org.