Adopt vs. Access
Adopting the Enterprise CRM for your department, school, or office and requesting user account changes are different things.
About adoption requests
The Enterprise CRM provides different configurations of Salesforce products in IU's Enterprise License Agreement (ELA) to meet various university business needs. These configurations, or adoption types, include the established “pillars of adoption” and latest “adoption packages.”
The Enterprise CRM aims to make the adoption process as simple as possible.
- Assess the needs of your business unit (department, office, etc.).
- Browse the Enterprise CRM's adoption types to determine which one fits best.
- Submit an adoption request, and the Enterprise CRM team will set up a conversation with you to detail your next steps.
Cost
Adopting an existing pillar or package costs your business unit nothing. The Enterprise CRM platform and user license costs are covered in the university-wide ELA.
Approvals
Approvals are required from the requesting business and the appropriate Data Manager (for data security). In some cases, you may need additional permissions, which will be facilitated by the Enterprise CRM team.
Unsure what to request? Does your request differ from the current options?
Choose "Other / New" when you submit your adoption request. The Enterprise CRM team will provide guidance on requesting new projects during your consultation.