Skip to main content
Pepperdine | Community

Salesforce CRM Help Documentation

Resources & User Guides

Below please find our support resources for Salesforce. 

Waves Security Access Form

  • Log in to Etrieve to complete the IT - CRM Security Form. It is located under Forms > IT Service Requests > IT - CRM Security Form.
  • Create a "User Security" case type in Waves related to "New User."


Quick Guides

 App-Specific User Guides


  • Helpful Date Filters 
    This shows what all the available date filters are for criteria for reports.

General Reference

  • Data Hierarchy
    Contains the data hierarchy as it pertains to data imported into the CRM from various University systems.
  • Waves Org: Object/Field Inventory
    Fields, picklists, and 'what for' of our Salesforce fields. Includes PeopleSoft mapping when applicable. Fields are arranged by object.
  • Opportunity Stages
    Contains the overall status of the opportunity (open, closed/won, closed/lost), opportunity stages, associated application statuses and definitions. 

Quick Links

Production Logins

Sandbox Logins