How to View Client's SRF Using Salesforce

How to View a Client SRF Using Salesforce

1. Log into Salesforce.

2. Enter the client account number in the search bar at the top.
   

   

3. Click Enter to search.

4. When you search, anything that contains those numbers will pop up, make sure you click on the client’s name under “accounts”.
   

   

5. Click the “EDR SRF Link” Button.
   

   

6. This will bring you to a view of the client’s SRF.  Note: SRF View is dependent on whether it is Corporate, Environmental, has On Demand, etc.