Overview

This guide walks you through the process of submitting a Paperless Request (PP Req) in Salesforce. Paperless Requests are required any time a request involves financial or money-related actions for a client or transferring clients in and out of events.

Who This Is For: All Salesforce users except coaches.

When to Use a Paperless Request

Submit a Paperless Request any time you need to action one of the following for a client:

• Refunds
• Charges
• Cancellations
• Transferring a client into or out of an event
• Any other financial or money-related action

This process ensures accuracy, accountability, and timely handling of all client-related financial actions.

Step-by-Step Instructions

Step 1: Access the Client Account

Log into Salesforce and open the client's account record. Locate the originating opportunity for the request. This should be the opportunity where the funds are coming from, or where the deliverables you are referencing are located.

Important: Always confirm you are working from the correct originating opportunity before proceeding. Submitting from the wrong opportunity can cause processing errors.

Step 2: Start a New Request

From the originating opportunity, locate and click the "New Request" button in the top-right corner of the screen.

Note: If the New Request button is not immediately visible, check the drop-down menu for the option.

A popup window will appear prompting you to fill in the request details.

Step 3: Select the Department

In the popup window, select the department that is relevant to your request from the department dropdown.

Step 4: Enter the Nature of Request

In the "Request Type" field, type the name of your department (for example, Coaching or PRS) and press Enter.

A new popup will appear displaying a list of potential request types. Select the option that most accurately matches your request.

Naming Convention: Always select a request type that matches your own department, followed by the specific ask. Only select request types for your own department.

Example: If you are in PRS, select a request type starting with PRS such as PRS - UPW Refund.

Step 5: Assign the Request

In the "Assigned To" field, type: jr par and select the appropriate result to assign the request correctly.

Step 6: Add Requester Notes

Use the "Requester Notes" field to clearly and specifically explain what you are requesting. Be as explicit as possible to ensure accurate and timely processing.

Example: Please cancel coaching, charge cancellation fee, and refund.

Note: There is a character limit in the notes field. Keep your notes concise while including all necessary details.

Step 7: Save the Request

Once all required fields have been completed and your notes are entered, click "Save" to submit the request.

Your Paperless Request has now been submitted and will be processed by the assigned team.

Quick Tips for Success

• Be explicit and specific in your notes. Clarity helps ensure accurate and timely processing.
• Keep notes concise. There is a character limit, so avoid unnecessary detail.
• Always confirm the originating opportunity. Make sure you are working from the correct opportunity before submitting.
• Only select your own department's request types. Do not select request types that belong to other departments.
• Need to attach supporting documentation? Refer to the related article for instructions on how to add attachments to your request.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.