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Getting Started: New User Training for Marketing Toolkit

Getting Started: Marketing Toolkit

Overview

The Marketing Toolkit is a shared Customer Relations Management system powered by Marketing & Communications and built on Salesforce. The purpose is to provide customer data-base management with shared access to contacts and accounts, building on transparency of communication and ideas throughout the Wharton School. This guide will provide the tools needed for a basic overview of how to navigate and use the toolkit to utilize the power of information across departments.

How To’s

Log In! Welcome to the Marketing Toolkit

Step 1: Type this url into your browser: http://wharton.my.salesforce.com/ (Feel free to bookmark and save this url for faster access).

Step 2: Input your Pennkey and Password. Once you’ve successfully logged in, you are redirected into the Marketing Toolkit!

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