How to use Salesforce / the T&E contacts database

https://login.salesforce.com/ 

Salesforce standard log in: dudley.curtis@transportenvironment.org

Password: Bruxelles9909

Finding a contact or an organisation 

To find a contact or an organisation, you can make a general search using the search box at the very top of the page. If you don't set any specific criteria, it will return all matches with any of the words you have used for the search.. Salesforce will normally look both for contacts, organisations and other objects that are not relevant to basic users such as leads, activities, dossiers etc.

Once you found the contact or organisation you need, you can access it just by clicking on the name or - should you need to edit it - simply click on the edit button. 

Adding a new organisation 

To add a new organisation, please first check if the organisation isn't already present in the database (view above). If it isn't, then click on "organisations" and then on "new". You'll be presented with a series of fields to fill with the contact details of the organisation. Fields marked with a * are mandatory. When you finish, click save. 

Adding a contact 

Adding a contact is pretty much the same as adding an organisation. Before you add a contact, make sure by searching the database that the contact does not already exist. If it doesn't, then  you can create a new one. Before doing so, however, you would want to check that the organisation the contact belongs to is in the database, otherwise you should first enter the organisation and then the contact. Once you have made sure that the organisation is there or - if it is not - after you have created the organisation, you can click on "contacts" and then on "new". The fields to fill for each contact are quite intuitive, those marked with a * are mandatory.

When adding journalists to the database, enter:

Their contact details

Plus:

Category = media

Country (for example, United States = global, Brussels bubble)

All Topics or Shipping, Cars_vans, etc

Usually T&E Bulletin – decide in each case

When adding the rest, enter:

Everything above EXCEPT category = media

Using reports 

Reports are queries  used to retrieve certain types of contacts or organisations, activities etc.

To use the reports, just click on "reports", then choose a relevant folder (e.g. "Transport & environment" if you are looking for a t&e-related report or "Parliament reports" if you are seeking a report connected to the EP).

To run a report simply click on it and you'll have all the pertinent records displayed. You can then customise the report, export the details and perform other such operations. 

Special cases 

When adding MEPs remember that:

each MEP has, as his/her organisation, the political group he/she is part of.

Each MEP who participates in a relevant committee (e.g. Envi, Trans, Itre)  should be affiliated to the committee by clicking on new affiliation in the relevant contact page and choosing the right committee.

For people working in the Commission, their organisation should be the DG they are working in and not the EC itself. Categories are used to indicate whether they are heads of cabinets, members of cabinets, etc. Job title is used to specify the contact position, unit serves to indicate the unit the person belongs.