Salesforce Request

Overview

For Salesforce requests including:

  • Access permissions for staff, volunteers, or agents
  • Salesforce license allocation
  • Add or remove information or list view

Common request descriptions:

  • Can you change permissions for a team?
  • Volunteer can’t log in to the portal
  • Class agents are experiencing portal issues
  • Reports are not displaying correctly

More Information

Salesforce CRM is a software application that is used to manage information, communications, and client relationships.