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.

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