Salesforce Access Setup
This is a guide that helps you with setting up your Salesforce access.
Please note that access to Salesforce is only granted if you fulfil a role that requires use of this platform and with an active RPS E-Mail account. If you have any questions or need setting up, contact us via volunteers@rps.org.
1 - Salesforce Set Up E-Mail
Once we have organised your access you will receive an email from support@salesforce.com with your setup link. Click on the link to verify your account.
2 - Change Your Password
The Change Your Password window will pop up. Follow the instructions and guidelines to create your individual password.
Once you have done this the specifications will appear in green and the Change Password button turns blue and lets you continue.
3 - Main Navigation Page
Once logged in you will have access to the main navigation page.
3a - Link To More Guides
From here you will be able to reference from the other Guides that are available to you in this hub. Whether you need to create an event or use Salesforce to access membership reporting, find a quick link here:
4 - Two Factor Authenticator App
On your first log in after the setup, Salesforce will also ask you to setup a second authentication method for your account.
Their recommended method is a free app called Salesforce Authenticator. The login process will take you through the steps of installing it and verifying your account.
❗Two-factor authentication (2FA) is an identity and access management security method that requires two forms of identification to access resources and data. 2FA gives businesses the ability to monitor and help safeguard their most vulnerable information and networks.
4a - Salesforce Authenticator Video Tutorial
This video will explain how to setup and use the Salesforce Authenticator.