From fd3f88527b1ac9f6c4f09d6a4da4b865a31fd5b5 Mon Sep 17 00:00:00 2001 From: Charlie Chance <100798688+CharlotteChance@users.noreply.github.com> Date: Thu, 19 May 2022 14:55:32 -0600 Subject: [PATCH] Handbook: adding salesforce licenses (#5782) --- handbook/people.md | 9 +++++++++ 1 file changed, 9 insertions(+) diff --git a/handbook/people.md b/handbook/people.md index a81de3509f..01d2048cf8 100644 --- a/handbook/people.md +++ b/handbook/people.md @@ -392,6 +392,15 @@ When the final signature is added to an envelope in DocuSign, it is marked as co [email subject] link: drive.google.com/[destinationFolderID] ``` +## Adding Salesforce licenses + +At Fleet we consider Salesforce to be our roledex for customer information. During the onboarding process, you may need to add a license for the new hire. Here are the steps we take: + +1. Go to “Your account” +2. View contracts -> pick current contract +3. Add the number of licenses +4. Sign docusign sent to the email +5. The order will be processed in ~30m ## PeopleOps