After You Request

After you request a Salesforce org, Booking Ninjas may review the information already provided, ask for clarification where needed, prepare the appropriate environment, and then send access or next-step instructions.

The exact process can vary depending on your organization and the stage of the evaluation. A request does not automatically mean that a complete Salesforce environment is created immediately. If you have not submitted the request yet, review what to prepare before requesting a Salesforce org .

The steps are not necessarily identical for every organization, but the process may include the following.

1. Your request is reviewed.
   Booking Ninjas may review information already shared about your organization, current systems, goals, and operational needs.
2. Additional information may be requested.
   If something important is unclear, Booking Ninjas may ask you to provide more context before moving forward.
3. The appropriate environment or next step may be prepared.
   The information available can help determine what should be prepared or explored first.
4. You receive follow-up or access instructions.
   When the next step is ready, you may receive information about access, additional review, or what to do next.

Booking Ninjas may use information you have already provided to understand what you are trying to evaluate and whether more context is needed.

This may include your organization type, current systems, operational challenges, priorities, and information provided through the Booking Ninjas welcome survey .

The purpose of the review is to give the request enough context. A Salesforce org is more useful when the environment being considered relates to what your organization actually needs to understand or manage.

Additional questions may be needed when Booking Ninjas does not yet have enough information to understand the purpose of the request.

You may be asked to clarify your current software, the type of operation you manage, the areas you want to explore, or the people who should be involved.

A follow-up question does not necessarily indicate a problem with the request. It simply means more context may be useful before the next step is prepared.

A Salesforce org is more than a simple website account, so the relevant environment may require preparation before it is useful for evaluation.

Booking Ninjas may need to consider what your organization manages, which operational areas matter most, and what part of the platform should be explored first.

The exact environment, configuration, and timing depend on the situation. Requesting an org should therefore not be interpreted as an instant or standardized provisioning process.

No. Requesting a Salesforce org does not mean that your complete Booking Ninjas setup has been finalized or implemented.

Workflows, fields, reports, integrations, data migration, permissions, training, and other requirements may still need to be discussed, configured, tested, or implemented later depending on the project.

The org request is one step in moving from general evaluation toward a more practical platform experience. It is not the same as completing implementation.

Booking Ninjas may communicate follow-up information through the contact details or tools connected to your evaluation.

Check the email address associated with your request and review any relevant information in the Booking Ninjas Client Portal .

If you are expecting an email and cannot find it, checking spam, junk, promotions, or other filtered folders may help.

While waiting for follow-up, use the time to make your evaluation clearer rather than trying to design the complete implementation yourself.

• Write down questions your team still needs answered.
• Clarify which operational areas matter most.
• Review your current systems and identify anything that may need to remain connected.
• Review relevant Booking Ninjas information or demonstrations.

You can revisit the Booking Ninjas demo materials or review why your Salesforce org matters if you need more context.

After submitting your request, watch for follow-up from Booking Ninjas and respond if additional information is needed.

If you receive access or additional instructions, review them carefully and use them as the guide for the next stage. The exact next action may vary depending on your organization and what Booking Ninjas is preparing with you.