Salesforce

Customer Relationship Management (CRM) Platform


Salesforce is currently only available to invited users within the Cox School of Business. There are a very limited number of seats available.

if you’re not sure if you’re a current user, please email coxsalesforceadmin@smu.edu . To join the waitlist, please complete the Cox Salesforce New User Request Form.


Getting Started

Signing In

  1. Click the Sign In button above.
  2. Enter your SMU credentials and Login
    Salesforce Login Screen

Learning Salesforce

New to Salesforce? Complete this quick-start trailhead mix for fast on-boarding.

Getting Help & Support

Contact the Cox Salesforce Admin at coxsalesforceadmin@smu.edu for troubleshooting or to request training for your department.

Documentation and Training

Salesforce Guides

Video Tutorials

Training


Frequently Asked Questions

Once you have been granted access to Salesforce, go to smu.edu/CoxSalesforce. Click the Login button. If you are currently logged into another system using Single Sign-On,you will be passed on to the Salesforce cloud environment. If you are not logged in to a system using Single Sign-On, login with your SMU ID and your SMU Password. You will then be directed to Salesforce.

50 designated users within the Cox School of Business who work with corporate partners.

The contract allows up to a maximum of 50 users at this time.  A governance committee formed of representatives from all Salesforce-active departments and OIT will evaluate users and user access on a semi-annually basis and will determine if any changes should be made at that time. To join the waitlist, please complete the Cox Salesforce New User Request Form.

The governance committee will evaluate users and user access on a semi-annually basis and will determine if any changes should be made at that time.  One major criterion to maintaining access is usage (e.g. entering corporate relationship activity, running reports, etc.) on a regular basis.