Both your username and user profile are created, stored and maintained on your organization's CRM (Salesforce for example). If you have a problem with your username or user profile contact your own 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: The Skedulo Mobile App: Forgot User Password.
Your team name is unique to your organization. It provides a common login portal for all your organization's registered users.
The Login with Team Name button connects you to your team environment.
Tap Log in with team name.
Enter your team name into the field provided, then tap Next.
Skedulo users see the following login screen. Provide your user credentials, then tap Log In.
Skedulo will prepare (or synchronize) your data.
The Skedulo app will open to your agenda for the day.
Skedulo for Salesforce user log in
Skedulo for Salesforce users can log in using their team name using the same first two steps in the above procedure:
- Tap Log in with team name.
- Enter your team name into the field provided, then tap Next.
- Provide your login credentials in the following Skedulo for Salesforce login screen:
The Skedulo login screen has a text 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 "The Skedulo Mobile App: Log in Using Salesforce Username."
Salesforce Sandbox–which connects to the testing/sandbox environment (used for that user's Salesforce org).
Your Skedulo Customer Service Manager will configure your organization's team name during the initial onboarding process.
Skedulo will remember your team name for next time (it is stored locally on the mobile device). If you log out of the mobile app 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.
If Skedulo 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.