For all project requests in Salesforce, please create an Atlas ticket, selecting the JSOMCRM – Salesforce & Marketing Cloud under Services.
How do I make a Salesforce request?
Effective immediately, you can now submit an Atlas ticket for all of your Salesforce needs.
Select CRM Request
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Enter a title and provide a description (see issue types below)
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Issue Types
Access/Upload Records
- Upload a prospect list
- Get access to a Contact Record (great for “disappearing” contacts or “insufficient privileges”)
Emails
- Email campaign requests
- Drip campaign requests
- Update to existing email templates
Events
- Get your registration links for Comet Calendar
Forms
- Request for Information
- Ask a Question
- Ask an Ambassador
- Event Forms
Reports/Dashboards
- Request Prospect, In Progress, Applicant, Admit, or Active reports
- Include any filters or columns you’d like (“I only want Fall prospects and please show first name, last name, and emergency contact 1.”
- These can be delivered daily or weekly to your Outlook account (provide frequency in your request)
Salesforce Users
- Request a license for a new team member
- Request deactivation for a team member who has left or unused licenses
Technical Support
- Outlook Plugin support
- Any other technical issues related to Salesforce products
Training
- New user training
- Any training related to: building reports or dashboards; viewing event registrants; marking event registrants as attended or canceled; creating a Contact Record (adding a prospect to Salesforce)