Re: Salesforce access and data base

--000000000000236e71064d3ceb7a Content-Type: multipart/alternative; boundary="000000000000236e70064d3ceb79" --000000000000236e70064d3ceb79 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Julia, Just following up with you about getting this list uploaded for myself and access to dashboards. This is a screen shot of my current salesforce when I log in. [image: image.png] Thanks, Jay On Fri, 13 Mar 2026 at 15:57, Julia Jenkins wrote: > Great, thanks Jay. I just sent these over to our SF team to get them in > your name and to mark them as SAP. > > On Fri, Mar 13, 2026 at 3:16=E2=80=AFPM Jay Bradley > wrote: > >> Hi Julia, >> >> I added 31 for now. I will need to verify and adjust over time, but it >> should give me enough to get going. >> >> Let me know if you need anything else from me. >> >> Jay >> >> On Fri, 13 Mar 2026 at 13:59, Julia Jenkins wrote= : >> >>> Hi Jay, >>> >>> Please find the list of Referral Accounts currently owned by Rev Ops in >>> your territory below. As Tim mentioned, please use column A to select 3= 0 >>> accounts to get started with. Once you've identified those 30 in the sh= eet, >>> I'll submit a ticket for the Salesforce team to assign your ownership a= nd >>> assign them as SAP. >>> >>> >>> https://docs.google.com/spreadsheets/d/1tgIyjzwHMDwXPhVO25eu8tsGAH1XSzM= i31oB4fbTUak/edit?gid=3D816831731#gid=3D816831731 >>> >>> You may want to work additional accounts that do not yet exist in >>> Salesforce which you can add over time. >>> >>> On Fri, Mar 13, 2026 at 12:20=E2=80=AFPM Jay Bradley >>> wrote: >>> >>>> Sounds good, thank you. >>>> >>>> On Fri, 13 Mar 2026 at 12:17, Timothy Thomas wrote: >>>> >>>>> Hi Jay, >>>>> >>>>> @Julia Jenkins is going to send over a list >>>>> of all the rev ops accounts available so you can select the 30 or so = needed >>>>> to get started. >>>>> >>>>> On Fri, Mar 13, 2026 at 3:04=E2=80=AFPM David Zychowski >>>> david.zychowski@thekey.com> wrote: >>>>> >>>>>> Sorry. My first response went only to Jay >>>>>> Tim is meeting with Julia right now mapping your territory. Once thi= s >>>>>> is done they should be able to identify your accounts etc. >>>>>> >>>>>> >>>>>> On Fri, Mar 13, 2026 at 3:01=E2=80=AFPM Jay Bradley >>>>>> wrote: >>>>>> >>>>>>> Good afternoon, >>>>>>> I am able to access and open Salesforce. >>>>>>> However there is no data in it once opened. >>>>>>> Can you please help me resolve access and data in Salesforce. >>>>>>> >>>>>>> Thank you, >>>>>>> >>>>>>> Jay >>>>>>> >>>>>>> Jay Bradley >>>>>>> 778-938-3101 >>>>>>> >>>>>> >>>>>> >>>>>> -- >>>>>> David Zychowski >>>>>> Director, Referral Partner Experience >>>>>> *Respect The Process and you will CRUSH IT!* >>>>>> >>>>>> david.zychowski@thekey.com >>>>>> Mobile: (203) 218-6328 >>>>>> https://thekey.com >>>>>> [image: Click to go to TheKey's LinkedIn page.] >>>>>> [image: Click to go to >>>>>> TheKey's Facebook page.] [imag= e: >>>>>> Click to go to TheKey's Instagram page.] >>>>>> >>>>>> >>>