Salesforce is used at Splash to track our programmatic implementation efforts as well as our donor information. As a Salesforce user please note that you may have access to certain Salesforce functionality that others don’t and visa versa. This is normal and depends on what you are responsible for doing in Salesforce.

This training overview aims to accomplish the below agenda/process items and is not meant to be an in-depth training of Salesforce.

Please reach out to your manager for a detailed review of Salesforce and your responsibilities within this system.

For instructions on how/when to update Salesforce please refer to the Splash Salesforce Tutorials (Salesforce login is required) and Introduction to Program Data at Splash.

Getting you logged in for the first time:

1. Open Outlook and search for an email from Salesforce. It will look like the image below…

2. Click on the ‘Verify Account’ button 

3. Fill in the information to create your Salesforce password and click ‘Change Password’ 

4. Once you click ‘Change Password' you will be logged into Salesforce, as seen below.  

1. Click ‘Hide Feed’ - this hides Chatter for Salesforce, something Splash does not currently use.
2. Click the little grey button on the side of your screen - this expands the side bar so you can view important information such as ScreenSteps articles. We will talk more about ScreenSteps shortly.

Once you are done clicking those two buttons your Salesforce screen should look more like this…

5. Now sign out of Salesforce by…

1. Clicking your name in the top right
2. Click on 'Logout

6. Log back in using your username and the password you created in step 3, click ‘Log In’ 

7. DO NOT register your phone number. Click ‘I Don’t Want to Register My Phone' button 

After you click the 'I Don’t Want to Register My Phone' button you will be logged back in to Salesforce.