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Last Updated:

Applies to

Worldwide Professional Services & Managed Services (WW PS & MS) Organization

Description

This document is intended as a Step-by-Step guide for Sales and Services sales individuals to request Technical Resources on new and upcoming sales opportunities in Salesforce. Completing the steps will also “tag” the requested individual(s) to the opportunity ID for management tracking purposes.

Procedure

Step 1: Log in to Salesforce

Step 2: Search for the Opportunity

Use the “Search” function at the top of the page to find the open opportunity.

Step 3: Open the Pull-Down Menu

Select the pull-down menu in the upper right-hand corner (see arrow below).

Step 4: Request a Resource

Select “Request a Resource” from the pull-down.

Step 5: Select PS Engagement

Select “PS Engagement” from the request team section.

Step 6: Choose the Requested Activity

Select the most appropriate requested activity.

Step 7: Set the Engagement Date

Select the appropriate date for the resource to engage (past, present, or future date).

Step 8: Specify a Resource (If Applicable)

If a specific resource is requested, check the box indicating so and enter a resource name. Also indicate if the resource is already aware and engaged.