Prerequisites

Ensure your contact has an Active Endeavor affiliation (Mentor, EE, Board Member, Panelist, Outlier).

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Most Network Members can login without having to manage an Endeavor username and password utilizing Google or Microsoft login.

In some cases, their organization may block the login. The contact will have to login with a different method.

➡️ If the contact has a personal Gmail account, one option is to add this as a Secondary email on their account, so the contact can login through Google.

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Helpful Salesforce Fields

We’ve included some auto-generated fields to make it easy to manage access to Endeavor One:

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Requirements Checklist

  1. Contact record exists in Salesforce
  2. No duplicate contact records exist
  3. Contact has a valid login method (one of the following):

Verification Process

1. Confirm Contact Record Exists

Search for the contact’s email in Salesforce to verify:

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A Salesforce User account is different from a Contact record. Follow the steps to below to confirm the Network Member has an existing Salesforce User account, or create one.

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2. Check for Duplicates

Check the contact’s email in Salesforce to verify: