Welcome to your new Cimplify CRM system! This guide covers the basics of logging in and setting up MFA.

What is a CRM anyway?

  • CRM stands for Customer (or Client) Relationship Management. It is basically a very powerful database.

  • Your CRM is built on the Salesforce platform - the world’s no.1 CRM – not just for the commercial sector, but for nonprofits too – with over 67,000 nonprofit customers.

The first thing to know is that the system lives in ‘the cloud’. That means you first connect to it using a web browser from your laptop or desktop – NOT a mobile device. There is a mobile app but we do not cover its use in this guide.

·       Our recommended web browser is Google Chrome

o   Apple Safari and Mozilla Firefox also work, and Microsoft Edge ‘chromium’ edition.

o   Microsoft Internet Explorer is not supported.

Logging In for the first time

The first time you log in will be via a link sent to you by email from support@emea.salesforce.com

Subject: Finish resetting your Salesforce password 

The email will contain a long link for you to click.

  • DO NOT click if accessing email on a mobile device

  • Only try to do this on a laptop/desktop

Next you’ll see the screen to set your new password and Security Question, which you can choose from a list. (right)

Your password will need letters and numbers. And please be sure to remember it!

Once you’ve entered these details you’ll be taken to the Cimplify home page (customised to your charity) which will look like the screenshot below.

Note: For future logins please bookmark: https://login.salesforce.com/

Next set up MFA (multi-factor authentication).

This ensures that your user account is fully secure against password theft or hacking.

To use MFA you need to download the Salesforce Authenticator app for your smartphone.

Important: Now logout of Cimplify.

To do this click on the character icon in the top right corner of the screen. A menu will open and you will see Log Out just under your name.

This will take you back to the main login screen which asks for your username and password. See screenshot below left.

Once you’ve entered your username and password a new screen will pop up. See screenshot below right. We recommend the first option and the rest of the guide shows how to set this up. However, if your organisation already uses and prefers a different authenticator than you may proceed using that route instead.

A new pop up will appear asking to connect to the Authenticator app on your smartphone. It wants to know a Two-Word Phrase
e.g. jolly dolphin

Open the Salesforce Authenticator app you downloaded onto your smartphone and click through the welcome screens until you arrive at the screen that asks you to connect an account. Below are screenshots showing what you should see on your smartphone and computer screen.

The first 3 screenshots appear on your smartphone, the final screenshot will be shown on your computer screen.
Begin by clicking Add an Account on your smartphone, the two-word phrase is then revealed. Enter it into the box on your computer screen and click connect.
A green tick will appear on both devices to show you have been successful.

On the left you see the popup notification ‘ping’. Click to open the Approve screen.

NOTE: Don’t worry. You will only have to complete the process of connecting your account to your authenticator once. Next time you login will be much quicker!

From now on whenever you login to your account ensure that you have your smartphone handy.

  • Once you enter your username and password your smartphone will ‘ping’.

  • Click on the notification to open the authenticator and then click the blue ‘Approve’ button.

  • See screenshots on right…




TROUBLESHOOTING:

  • If you do not receive a ping next time you log in please double check your device settings and ensure that Notifications are allowed for the Salesforce Authenticator app.

  • There is also notification setting toggle within the Salesforce Authenticator app itself, click the cog in the top left hand corner of the app screen to access and change this setting ensuring that push notifications are set to enabled.