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Add Swantide User Account in Salesforce
Add Swantide User Account in Salesforce

To initiate your Onboarding, you will take the following steps to provision an admin seat to the Swantide team in your environment

Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago
  1. Login to your Salesforce instance and click on the "Setup" gear icon in the upper-right hand corner of your screen

  2. Navigate to the quick find box on the left-hand side of your screen and type in "Users"

  3. Click onto the Users page as displayed below and click "New User"

  4. Type in the following information for the new account (any fields not listed will autofill):

    1. First: Swantide

    2. Last: Admin

    3. Custom Email: [yourcompanydomain]@swantide.com

      1. For example, if your company name is Our Product but your domain is useourproduct.com would be useourproduct@swantide.io

    4. User License must be set to: Salesforce (if this is not available, you will have to purchase another license)

    5. Profile: System Administrator

  5. Ensure that the generate new password is toggled on and click "Save"

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