Salesforce/SUMO Donor Flag Glossary
Purpose: Provide definitions of OHS terms and acronyms applicable to SUMO Salesforce users. Name Definition Account A Household or Organization record Adopter A person who adopted a pet from OHS Affiliated Contact A person affiliated with an Organization Account (e.g. corporatio…
How to Make an Admissions Appointment in the Multi-Calendar
Click and view the Multi-Calendar To schedule an appointment by room, filter the calendar by location to Oregon Humane Society – Owner Surrenders & Transfers Click in the blank white boxes under the date for which day you are selecting to schedule. A pop up Create will appear to provide options to making…
SUMO: Mark an Appointment as a No-Show
Marking an Appointment as a No-Show You can mark an appointment as a no-show by following this process: First, click the appointment you would like to mark as a no-show from the Multi-Calendar, which will trigger the appointment pop-up window. Then, click the arrow symbol in the upper right corner of t…
How to log-in to SUMO
Logging into SUMO Scheduler SUMO is conveniently located within your Salesforce Org. Please follow the instructions below to access the platform: * Login to your Salesforce Org (Link: ) Select Log in with Azure SSO * Depending on the version you're using use the following instructions to nav…
SUMO: Viewing and Using the Multi-Calendar
Viewing & Using the SUMO Multi-Calendar The Multi-Calendar is a powerful calendar tool built native in Salesforce that provides calendaring for appointments and events, including hosts, locations, rooms, and resources. It is designed to support thousands of calendars including calendars for hosts, locatio…
