Logging Into Salesforce

Logging into the UW-Madison, Strategic Partnerships Salesforce instance.

Salesforce: UW-Madison, Strategic Partnerships -  Log In Instructions 

 

Logging Into the General Site

When you are granted access to the application you will receive an email invitation from support@salesforce.com with your user ID.  The invitation will have a link for you to click that will log you in for the first time.  When you click the link you will be asked to set up your password and a security question. 

Every time afterwards, to log in: 

  1. 1. Open your web browser, using the icon on your desktop.  

  1. 2. Type login.salesforce.com into the browser window. 
    Tip:      Save the login page as a bookmark. 
    3. When the screen loads, enter your Username. Note: For most UW-Madison Users, this is your NetID@wisc.edu. This is known as your PROD Username.  

  1. 4. Enter your Password. 

  1. 5. Press Enter or click Log in to Salesforce. 

Tip:      If you select the Remember Username checkbox, each time you visit the page, your Username will be auto filled and you will only have to enter your password. 

 
Once you are in the site for the first time, follow these instructions to view the UW-Madison, Strategic Partnerships Application / Page Lay Out  

  1. 1. Click on the 9 dot waffle (App Launcher) in the upper left corner of the navigation bar. 

  1. 2. Click on View All  

  1. 3. Then select the large button labeled UW-Madison, Strategic Partnerships with the UW crest. Now you should see all the grouped objects / tabs for our instance.  



Logging Into Training Site  

New Users will be given access to the Sandbox Training Site. When you are granted access to the application you will receive an email invitation from support@salesforce.com with your user ID.  The invitation will have a link for you to click that will log you in for the first time.   

  1. 1. Navigate to test.salesforce.com  

  1. 2. Enter PROD Username with ".stage1" added to the end and PROD password. Note: for more UW-Madison Users this will be your NetID@wisc.edu.stage1  

  1. 3. Enter verification code (if required it will be emailed to you)  

 

Once you are in the site for the first time, follow these instructions to view the UW-Madison, Strategic Partnerships Application / Page Lay Out  

  1. 1. Click on the 9 dot waffle (App Launcher) in the upper left corner of the navigation bar. 

  1. 2. Click on View All  

  1. 3. Then select the large button labeled UW-Madison, Strategic Partnerships with the UW crest. Now you should see all the grouped objects / tabs for our instance. 

Questions? Contact: salesforce@obe.wisc.edu  

 





Keywords:Log In   Doc ID:102910
Owner:Megan O.Group:Salesforce - UW-Madison, Strategic Partnerships
Created:2020-06-09 14:07 CDTUpdated:2020-06-10 10:58 CDT
Sites:Salesforce - UW-Madison, Strategic Partnerships
Feedback:  0   0