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How to whitelist an IP address for your KELL Partners Project Manager

Note that there are two distinct user interfaces for Salesforce, Classic (which is older) and Lightning Experience (which is newer). Please find and follow the appropriate instructions for your version. In all instances, please be sure to notify your Project Manager when you have completed these steps.

In Lightning Experience

1. Click on the cogwheel icon in the upper-right hand corner of any page, and select "Setup."

2. From the left-hand side of the page, find the search bar within the setup menu, and type "Network Access" in. The results should automatically appear on screen, without you having to hit "Enter." Now, click on "Network Access" to proceed.

3. You will see on-screen a list of all IP addresses/ranges which have already been whitelisted for your org. Click "New" to proceed (to enter a new one).

4. Place the IP address which should have been provided to you by your KELL Partners Project Manager into both the Start IP Address and the End IP Address fields, then in the Description, please type KELL Partners (Name of your Project Manager), then click "Save" to finish.

In Salesforce Classic

1. Click the "Setup" hyperlink at the top of any normal Salesforce page. Note: if you do not see a "Setup" link, please click on your username and "Setup" should be an option in the drop-down it opens.

2. From within the Setup menu, much like in the Lightning Experience instructions above, simply type out "Network Access" and the search results should update as you type. Click on "Network Access" to proceed.

3. The resulting page will look almost exactly as the image associated with Step 3 in the Lightning Experience instructions above, so please refer to it. You will see on-screen a list of all IP addresses/ranges which have already been whitelisted for your org. Click "New" to proceed (to enter a new one).

4. The resulting page will look almost exactly as the image associated with Step 4 in the Lightning Experience instructions above, so please refer to it. Place the IP address which should have been provided to you by your KELL Partners Project Manager into both the Start IP Address and the End IP Address fields, then in the Description, please type KELL Partners (Name of your Project Manager), then click "Save" to finish.