Access to Salesforce for Resource Requests

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AFL 20-79 From the California Department of Public Health

October 9, 2020

TO: General Acute Care Hospitals

SUBJECT: Access to Salesforce for Resource Requests

All Facilities Letter (AFL) Summary

This AFL informs general acute care hospitals (GACHs) of the ability to access Salesforce to create and coordinate resource requests to their Medical Health Operational Area Coordinator (MHOAC).

Effective October 1, 2020, the State of California has introduced a new tool for requesting medical and health resources. The California Salesforce platform has been designed to facilitate resource coordination throughout the Public Health and Medical system. This new platform will greatly assist in the tracking of medical and health resources while providing situational awareness to all involved partners and stakeholders.

Upon the approval of their MHOAC program, GACHs will now have the ability to directly enter resource requests into Salesforce for MHOAC program consideration and coordination. A GACH should coordinate with its respective MHOAC program for specific details on locally established protocols relating to resource requesting and the use of Salesforce.

GACHs in counties that use the resource requesting function of the ReddiNet platform may still be able to submit resource requests through ReddiNet upon MHOAC approval.  An Application Programming Interface (API) is being developed between ReddiNet and Salesforce that will connect the two systems. For those counties that are not already using the ReddiNet resource requesting functionality, it is now available to any MHOAC program to use. Additional APIs for other resource requesting systems are currently being explored.

GACHs are not required to use Salesforce and may opt to continue requesting resources from their respective MHOAC programs using their current locally established process. A GACH that has not yet established a process for seeking resources should contact their MHOAC program for direction.

To initiate the process of obtaining access to Salesforce for electronic resource requests, a GACH must request a Salesforce account from their respective MHOAC program by visiting the Salesforce Login portal and self-registering. Once registered, the account request will be sent for approval to the facility’s respective MHOAC program.

Once a GACH receives approval from their respective MHOAC program, they will then have the ability to create and view the status of their requests, including level determination information (i.e. if a request was denied, at what level it was denied, or what level will be fulfilling their resource request).  GACHs will also have the ability to collaborate with stakeholders (e.g. the MHOAC program, United Parcel Service, etc.) involved with supplying the specific resource being requested to provide last minute updates, check on status, and acquire situational awareness.  If a GACH creates a resource request, at the approval of the MHOAC, they will be notified when the resource departs the warehouse and be provided a tracking number. 

For instructions on registering and using the Salesforce system, the following tutorials are available:

For general guidance and technical support, please contact the Salesforce Support Team at 916-636-3617 or

If you have further questions about the information in this AFL, please contact your MHOAC program directly.  


Original signed by Heidi W. Steinecker

Heidi W. Steinecker
Deputy Director