Salesforce: Requesting an Account

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

Summary

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

 

How-To

 

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" 

 

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

NOTE: The options listed will depend on the institution

 

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.