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 - Click the check box next to Salesforce.

Step 4 - Select the Type of access that is required - if you are not sure please fill out the Constituent Relationship Management Services Support Form to ask for assistance. The account requests have an approver workflow specific to that type of account. Options are:

• CRM Student Recruitment
• CRM UNH Outreach
• Marketing Cloud
• College of Professional Studies (UNH CPS)

 

Step 6 - Fill out any other required information. If you know of a user with similar permissions please put their username in the "Copy From User" text box.

Step 7 - 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.