Keeley Companies is moving into a new Salesforce website on 09/27/2021!

The “What”: 

On 9/27/2021, all Keeley Companies Salesforce users and data will be moved to a new Salesforce website that is identical to the old Salesforce website that included ADB. 

 

The migration will start on the weekend of 9/25 – 9/26 and all users will log into the new Salesforce website for the first time Monday Morning 9/27. To avoid any potential data loss, please complete any updates to your Salesforce data by 9/24 at 5PM CST. At that time, we will be locking users out of the system to start the migration.

 

The “Why”

As part of the Keeley Companies and ADB separation, we will be moving all Keeley Salesforce data and users to our new Keeley Companies Salesforce website. The new Keeley Salesforce website will be solely dedicated and tailored to Keeley Companies.

 

Accounts, Contacts, and Leads previously owned by ADB users in the old Salesforce website will be migrated to the new Salesforce website and assigned to an admin user.

 

What Can I expect? / Frequently Asked Questions

  1. What happens to my data in the Salesforce website we are leaving?
    1. All Salesforce data (opportunities, projects, contacts, accounts, etc.) has been transferred to the new website over the last month last month
    2. We will continue running data updates to the new Salesforce website up until 5PM CST on 9/24
    3. Contacts, Leads, and Accounts owned by ADB team members in the old Salesforce website will still be transferred over to the new Keeley Salesforce website and reassigned to the Keeley Companies administrator account

 

  1. What will be different in this new Salesforce website?
    1. Nothing! We have copy + pasted the previous Salesforce website with all your data, processes, reports, views, etc to ensure no interruption to our users

 

  1. How do I log into the new Salesforce website (Individual User Login Instructions)? 
    1. Your username to the new Keeley Salesforce website will not change
    2. Over the 9/25 – 9/26 weekend, you will receive an email from support@salesforce.comwith the subject line “Finish Resetting your Salesforce Password”
      1. In that email, click the link that will navigate you to a page to set your password for the new website
    3. If you are prompted for a one-time verification code, that will be sent directly to your email
    4. URL to log in will be: https://keeley.my.salesforce.com

 

  1. How do I log into the new Salesforce website (Group User Login Instructions)
    1. Your username and password will not change in the new website
    2. Upon logging in for the first time, you will be prompted for a one-time verification code. To access this code, please reach out to helpdesk@keeleycompanies.com with the username you are logging in with.

 

  1. Who do I reach out to if I need a verification code after logging in:
    1. Send an email to helpdesk@keeleycompanies.com

 

  1. What should I do if I have issues or cannot find data in the new Salesforce website?
    1. If you have issues logging in or cannot find data/reports/etc in the new Salesforce website, please reach out to helpdesk@keeleycompanies.com with the details of the data you are trying to find.

 

  1. What else should I know?
    1. If you use the Salesforce1 mobile app, you will need to re-login to the system (with the verification code sent to your email)
    2. If you have any Salesforce bookmarks, we recommend that you remove and Re-bookmark those items in the new Salesforce website
    3. Reports – you will need to search for a report the first time you open it in the new Salesforce website. After that the report will show in your "Recently Viewed" list within the reports tab.
      1. Reports Tab > Select “All Reports” in Left Menu > Utilize Search in Upper Right
    4. Views – All “Views” have been migrated to the new website. Utilize the dropdown to find you specific view