Salesforce: Requesting an Account

Summary

This article will discuss the process of requesting a Salesforce account for a user through the Accounts Management System.

 

How-To

Task: To request a Salesforce account using the Accounts Management System.

 

Instructions:

Step 1 - Log in to the IT Accounts Management System

Step 2 - Click on the green Add button - Either "Request Access for an Employee" or "Request Access for Yourself

Request Access for an Employee or Request Access for Yourself

 

Step 3 - You will need to check off the Communication and Collaboration header.

NOTE: The options listed will depend on the institution

Communication and Collaboration section of the AMS

 

Step 4 - Select the type of access that is required - if you are not sure please read the descriptions carefully, the account requests have an approver workflow specific to that type of account.

Step 5 - Click Next.

Step 6 - Fill out the necessary account type and business need. If you know of a user with similar permissions please put their username in the "copy from user" textbox.

Step 7 Confirm and Submit the request.

 

Outcome:

Your request for a Salesforce account has been submitted.

 

Need additional help?

If you have any additional questions, please fill out the Constituent Relationship Management Services Support Form.

Details

Article ID: 3893
Created
Thu 3/4/21 2:39 PM
Modified
Thu 11/9/23 9:19 AM
Applicable Institution(s):
Keene State College (KSC)
Plymouth State University (PSU)
University of New Hampshire (UNH)

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