ATTENTION: Steps are broken into two sections based on use-case: New Hire & New Requests.

New User Onboarding Request Steps

1. Create a new ticket (to avoid confusion on onboarding ticket) or email the following POCs:

• michael.weinglass@adstradata.com; gabriel.briceno@adstradata.com; [New Hire’s Manager]

2. Details

• Subject: Salesforce Request for Adstra New Hire: NEW_HIRE_FULL_NAME

• Body:

    > Michael,
  
    > Adstra management has requested Salesforce access for the
    > following New Hire:
    >    - **Full Name**: <mark>INSERT_NAME_HERE</mark>
    >   - **Time Zone**: <mark>INSERT_TIME_ZONE_HERE</mark>
    >    - **Start Date**: <mark>INSERT_DATE</mark>
    >    - **Email**: <mark>INSERT_EMAIL</mark>

New or Modification Requests

• If End-User’s Manager did not submit the ticket - Steps 1-3

• If Manager submitted the ticket - Steps 4-5

1. Obtain the following from the End-User or Requested By

• Business Justification

• By When is Access Needed

3. Add the following POCs to the ticket to obtain approval:

• gabriel.briceno@adstradata.com; [End-User’s Manager]

4. Details:

• Subject: Salesforce Access Request for END_USER_FULL_NAME

• Body:

    > Gabe,<mark>MANAGER'S_NAME</mark>
  
    > We've received a request for Salesforce access, details below. Please let use know if you approve this access.
  
    >    - **Full Name**: <mark>INSERT_NAME_HERE</mark>
    >   - **Time Zone**: <mark>INSERT_TIME_ZONE_HERE</mark>
    >    - **Start Date**: <mark>INSERT_DATE</mark>
    >    - **Email**: <mark>INSERT_EMAIL</mark>

1. Once you obtain approval, add the Salesforce POC

• michael.weinglass@adstradata.com

2. Details:

• Subject: Salesforce Access for END_USER_FULL_NAME

• Body:

    > Michael,
  
    > Adstra management has requested Salesforce access for the
    > following User:
    >    - **Full Name**: <mark>INSERT_NAME_HERE</mark>
    >   - **Time Zone**: <mark>INSERT_TIME_ZONE_HERE</mark>
    >    - **Start Date**: <mark>INSERT_DATE</mark>
    >    - **Email**: <mark>INSERT_EMAIL</mark>