Creating a new Team

Creating a new Team in Salesforce involves creating a special type of Account. The following steps outline how to create the Account as well as the required fields for a St John Team.

Step 1 - Access Accounts and Begin Creating

Using the nine dot menu, search for 'Accounts' and select the 'Accounts' option when it appears.

Select 'New' in the top right

Choose 'St John Region' as the record type and select next.

Step 2 - Adding required details

When creating your new Team record, the following details are required:

  • Account Name - This should be ALL CAPS.
  • Parent Account - Choose the parent for this Team in the Team hierarchy, e.g. 'EASTERN REGION'.
  • Legacy Account ID - If you have the DEMS ID for this Team, enter it here.
  • Group Contact Email - Enter the Team's main email, this is usually a generic or shared email and not an email address belonging to an individual.
  • Type - Choose the activity type for this Team, e.g. 'Adult Operational'.
  • Billing Address - Enter the details for your State headquarters, e.g. 85 Edmund Avenue (for South Australia).
  • Shipping Address - Enter the address of the Team's main meeting place / Team hall.

Once all details have been entered, select 'Save'

Step 3 - Adding the Team to DEMS

Unfortunately, the creation of new Teams from Salesforce into DEMS is not an available feature.
To add your new Team to DEMS, please follow instructions provided by your DEMS support team.
The Salesforce ID of your new Team's Account record should be added to the 'ext_id' field on the DEMS division record.