To use Skedulo X, you must first log in and authenticate your CRM credentials. Your CRM administrator can provide you with the necessary credentials (your userid and password).
Short Video Explainers
Log in Using Team Name (1 min 37)
Forgot Team Name (1 min 28)
Log in Using Salesforce Username (1 min 05)
Connect to Skedulo's New Web App
Important! Both your username and user profile are created, stored and maintained on your CRM (using Salesforce for instance). If you have a problem with your username or user profile contact your CRM administrator, they can help you solve any problem.
If you have forgotten your CRM password, you can refer to the following article to help you retrieve it from your organization's CRM: Reset a User Password.
Log in Using Team Name
Note: Use this option when connecting to Skedulo's new web app with Salesforce, or ServiceNow.
Your team name is unique to your organization and your organization’s CRM instance. It provides a common login portal for all your organization's registered users.
The button labeled "Login with Team Name" connects you to your team environment. To log in perform the following:
- Tap the button named "Log in with team name."
- Next, enter your team name into the field provided.
- Tap "Next."
- The next screen is the CRM login screen. Enter your userid and password. Then tap on the "Log in" button.
Skedulo X will prepare (or synchronize) your data and then launch your agenda for the day.
Figure 1. The team name login screen, on Skedulo X. Here, Dexter is an example team name.
Figure 2. An example of a user entering their Salesforce credentials to log in to Skedulo X.
The Skedulo login screen has a link at the bottom of the screen named "More options" which includes:
- Salesforce–connects to the user's production environment using the user's Salesforce org. Refer to "Log in Using Salesforce Userid Only."
- Salesforce Sandbox–which connects to the testing/sandbox environment (used for that user's Salesforce org).
Note: Your Skedulo Customer Service Manager will configure your organization's team name during the initial onboarding process.
Users of ServiceNow CRM are required to log in to Skedulo using their team name.
Subsequent Login Using Team Name
Skedulo X will remember your team name for next time (it is stored locally on the mobile device). If you log out of Skedulo X and log back in, you will be presented with a slightly different welcome screen–your login will be prepopulated with your team name. Tap the "Login to <team>" button or the "More options" link, and follow any instructions to log back in.
Figure 3. An example of the login screen with a stored team name.
Note: If Skedulo X is removed from your device, your team name is erased from the login screen. It will reappear the next time you successfully log in using your team name.
If you normally use "Single Sign On" (SSO) to log in to Skedulo, first enter your team name and then you will be redirected to the SSO login window on the browser of your mobile device.
Forgot Team Name
If you have a team name but cannot remember it, do not panic. There is a way to retrieve your allocated team name via email. At the top-right of the login screen is a "Forgot?" button–tap this to reveal the "Forgot team name" form.
Figure 4. How to retrieve a forgotten team name using Skedulo X.
Enter your Skedulo user email address and tap the "Send my details" button. The request is sent to your Skedulo server. On receipt of the request, the email address is verified and an email notification is sent out to that email address containing your allocated team name.
Figure 5. An example of a user retrieving their team name using Skedulo X.
Log in Using Salesforce UserId Only
If you do not yet use a team name to log in to Skedulo, tap on "Log in with Salesforce" to log into the Skedulo web app. Alternative options are available via the "More options" button (e.g., Sandboxes).
Figure 6. Logging into Skedulo X without using a team name.
Subsequent Login Using Salesforce UserId Only
Skedulo X will remember your log in choice (i.e., your preferred server). If you log out of Skedulo X and log back in, you will be presented with a slightly different welcome screen. Either tap "Log in" or "More options" and follow any instructions to log back in.
Figure 7. The subsequent login screen for the new web app, on Skedulo X.
Info: See the attached guide for more information on Skedulo "Teams."