Access to Salesforce is limited. This is based upon the organization's program activity during the previous program year. Partners can view their Salesforce user allotment within the Partner Dashboard on the Salesforce home page.
It is required that partners notify Cooking Matters of changes related to their organization’s Salesforce users by submitting a Help Desk ticket.
When a staff member or AmeriCorps member with Salesforce access leaves your organization, please promptly request:
- Their Salesforce access be deactivated
- Their records be transferred to someone in your organization with an existing Cooking Matters Salesforce account. Once the records are transferred to a new person, that person will be able to make updates to any record formerly owned by the outgoing staff.
To do so, please:
- Create a 'New Support Ticket' in the Cooking Matters Help Desk
- Select 'Staff Salesforce Deactivation' from the Type of Request drop-down
- Enter contact information for the current Salesforce user and the new Salesforce user.
- If the outgoing staff member is designated as the “main contact” in Salesforce, please also designate a new “main contact" within the new support ticket.
Select 'Staff Salesforce Deactivation' from the Type of Request drop-down:
To add a new Salesforce user, first view the Salesforce user allotment within the Partner Dashboard on the Salesforce home page to ensure the addition is within limit. To do so, please:
- Create a 'New Support Ticket' in the Cooking Matters Help Desk
- Select 'New Staff Salesforce Account' from the Type of Request drop-down
- Enter contact information for the new Salesforce
