Description:
User Access requests are used to add new users (request access,) grant or remove user permissions and capabilities (update access) or remove user access in the Slate or Salesforce CRM. Record Management requests are used to request that duplicate records be merged into a single record. Faculty, staff and student employees who need to process applications or review records in one of the CRMs should utilize this service. Please note: if your department does not currently use Slate or Salesforce, you should request a consultation, instead.
Who can use it:
Cost:
Free for existing CRM users
How to proceed:
- Click on the Merge Data Request button on the right to merge duplicate records in the CRM.
- Click on the Salesforce Access Request button on the right to request access for new Salesforce users, update access, or remove access for existing Salesforce users.
- Click on the Slate Access Request button on the right to request access for new Slate users, update access, or remove access for existing Slate users.