New client accounts

Assuming the new client already has an account in Salesforce, navigate to "Groups" in the Admin menu of the portal.

Click on "Add group".

Enter the client's account name as it is displayed in Salesforce in the Title field. Then select the client's CSM for the Primary Rep (or "Client Services" for clients that do not have a CSM. Select the client's Subscription Tier and select the checkboxes to indicate if the client is a 3BL Client account or a CSRwire Client account.

Enter Client Notes if applicable and select the Zoom Industry value of the client that matches the value is Salesforce.

Under the Salesforce Info section, enter the following:

The following fields are synced between Salesforce and the portal:

There is a two-way sync between the portal and Salesforce, so some admin fields on the portal have been disabled so they can only be edited on Salesforce. If there is an issue with the data displayed on the portal for an account, check Salesforce to see if the data needs to be corrected there.

If there is a client account on the portal where the client name does not match the account name in Salesforce, the two accounts can be connected manually. In Salesforce, navigate to the client's account and go down to the "3blmedia.com Back End" section.

Locate the SF Account ID and copy it. Then, navigate to the portal and go into the "Settings" for the existing client account. On the Account Management page, click Edit next to the "Client Settings".

In the "Salesforce Info" section near the bottom of the page, enter the Salesforce Account ID that was copied. Click Save and the accounts should be connected within 90 minutes.

Note: If the portal account is already connected to Salesforce, the Salesforce Account ID and the Salesforce Update Hash cannot be edited.