How to get access to Helios and Salesforce for school-led projects
Getting access to Helios and Salesforce for school-led projects for the first time
There are several steps you will need to undertake in order to get a new Helios Portal and Salesforce for school-led projects. If you need to add a school to an existing account, follow the 'Adding Schools to Helios' instructions in the next section of this page.
For School Delegated Financial Authorisers and Read-Only roles, please contact your school’s Education Sector Logon (ESL) Delegated Authoriser to gain access to Salesforce for School-led Forms.
Request a Helios and Salesforce for school-led projects access account using ESL
Complete the Access Request Form to request an Education Sector logon account (ESL) or to update your existing ESL account. This will also give you access to Helios and Salesforce for school-led projects application.
Complete the compulsory training
Training Services will send an email invitation to attend compulsory online training.
Receive logon details
Two to 6 business days after finishing your training, you'll receive information on how to access the system. From this point, you can access the applications from the Property Portal.
Add additional schools to Helios
The steps below will guide you through adding additional schools to your user profile.
Complete the Additional Schools Request Form
Complete the Additional School Request Form and send it to your property advisor.
New schools will be added to your user profile
After 2 to 6 business days the schools will be available via the Helios Portal, 10 Year Property Planner, and Salesforce for School-led Projects.