Account Set Up
Welcome to Salesforce - our Customer Relationship Management (CRM) tool for Team RWB! The goal of this document is to walk you through setting up your account.
IMPORTANT REMINDER: Salesforce accounts are individual. Do not share your login credentials
Step 1: Look for a Welcome to Partner Community email from Chris Oliver. Read and sign the Usage Agreement to receive your credentials.
Step 2: Receive your login information (via email) and sign in to the Partner Community. Link and username will be provided in the email.
Step 3: Log in to the Partner Community. You will be prompted to create a password.
Step 4: Verify your Timezone.
Click your profile in the upper right hand corner of the screen.
Select “My Settings”
Update Timezone under location (if needed) and select Save.