AdvoLogix Help

New Account Signup

Updated on

Most of our customers do not have an existing Salesforce implementation and will use the AdvoLogix signup process described here.  If your firm has a Salesforce implementation and would like to implement AdvoLogix, then you will need to follow the instructions found here: Installing AdvoLogix into an Existing Salesforce Organization.  

Directions for Creating a New Organization

You will receive an email with instructions on completing the next step.  This is email is to set your expectations and take the guess work out of the process.  Next, you will receive a second email with the subject 'Initial Your New AdvoLogix Account'.  The email will look similar to the image below.  Per the instructions sent in the first email, select the 'completing this signup form' link.

Complete the Signup Application

  1. This will be your username for this org.  
    b. This will be your My Domain name.

Once you select Submit Signup Application, you will receive an email from Salesforce to sign in with your new username.  Please sign out of any other orgs you may be logged into in the browser you are using before you select the link to sign in.  

If you are unable to create your password, do NOT try to reset it.  Please contact [email protected] for assistance.

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