Re: Salesforce access and data base

From
Julia Jenkins <jujenkins@thekey.com>
To
Jay Bradley <jason.bradley@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Thu, 19 Mar 2026 12:40:34 -0700
Folder
INBOX
--0000000000002c8f09064d65c0c6 Content-Type: multipart/alternative; boundary="0000000000002c8f07064d65c0c5" --0000000000002c8f07064d65c0c5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Great! No problem. On Thu, Mar 19, 2026 at 11:16=E2=80=AFAM Jay Bradley wrote: > Hi Julia, > > It works. I'm in. > > The accounts are there. > > Thanks, > > Jay > > > On Thu, 19 Mar 2026 at 10:37, Julia Jenkins wrote: > >> Hi Jay, >> >> Check out this list and let me know if you can see your accounts now! Ou= r >> SF team just completed the ticket to assign you. >> >> >> https://homecareassistance.lightning.force.com/lightning/o/Account/list?= filterName=3DMy_Referral_Accounts >> >> Thank you! >> >> On Tue, Mar 17, 2026 at 11:58=E2=80=AFAM Jay Bradley >> wrote: >> >>> 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 i= n >>>> 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 se= lect 30 >>>>>> accounts to get started with. Once you've identified those 30 in the= sheet, >>>>>> I'll submit a ticket for the Salesforce team to assign your ownershi= p and >>>>>> assign them as SAP. >>>>>> >>>>>> >>>>>> https://docs.google.com/spreadsheets/d/1tgIyjzwHMDwXPhVO25eu8tsGAH1X= SzMi31oB4fbTUak/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 >>>>> jason.bradley@thekey.com> 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 3= 0 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 >>>>>>>>> this is done they should be able to identify your accounts etc. >>>>>>>>>

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