How do i set up salesforce


Set Up Your New Salesforce Org in 5 Steps.

  • Step 1: Add Your Company Logo. Make Salesforce look like yours by adding your company logo in the upper left-hand corner of the application. This …
  • Step 2: Enter Your Company Info. Next, you’ll want to update your company profile with your company’s default time zone, fiscal year, and primary …
  • Step 3: Set Security Policies. Now that you’ve got the basics set up, you need to make sure your Salesforce org is secure. The new Health Check …
  • Step 4: Set Up a Sandbox. Before you do anything else in your Production org, set up a Sandbox! Sandbox orgs are replicas of your Production org where …

Look at the top of any Salesforce page.
  1. If you’re using Lightning Experience, click. , then select Setup Home.
  2. If you’re using Salesforce Classic and you see Setup in the user interface header, click it.
  3. If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup.


How do I make Salesforce default for my users?

This makes it clear to users that Salesforce is theirs to use. In order to do this, you need to create a custom App. An App is a way to organize your tabs and allows you to change the logo. You can then use Profiles to set the App as default for your users.

How do I make sure my Salesforce Org is secure?

Now that you’ve got the basics set up, you need to make sure your Salesforce org is secure. The new Health Check feature is a great tool to guide you through best practices for password policies, network settings, and session settings. In Setup, search for “Health Check” and edit each section.

How do I set up Salesforce authenticator on a mobile device?

Download and install the Salesforce Authenticator app for the type of mobile device you use. For iPhone, get the app from the App Store. For Android devices, get the app from Google Play. From your personal settings, in the Quick Find box, enter Advanced User Details, then select Advanced User Details. No results?

How to create a Salesforce report?

1 How to Create a Salesforce Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click … 2 Salesforce Report Features. 3 Scheduling a Salesforce Report. 4 Salesforce Custom Report Types. 5 Create Your First Report! More items


Is Salesforce hard to set up?

Salesforce is definitely one of the most robust CRMs on the market. So at first, it will feel complicated and busy because it’s packed with tools and features that might not be appropriate for your needs.

What is Salesforce Service setup?

Service Setup is where you connect your customers to your service center. Think of it as a dashboard for all things service. Whether you need to turn emails into cases, integrate with Twitter and Facebook, enable a knowledge base, or create a self-service help center, you do it all in Service Setup.

What are the three main categories in the Setup menu in Salesforce?

There are three main categories in the Setup menu: Administration, Platform Tools, and Settings.

How do I create an organization in Salesforce?

Set Up Your Company in SalesforceManage Information About Your Company. … Allow the Required Domains. … Web Request Limits. … Customize the User Interface. … Set Up the Lightning Experience Home Page. … Customize Record Page Settings. … Select Your Language, Locale, and Currency. … Define Your Fiscal Year.More items…

Where is the Salesforce service setup?

You—the fearless admin—head to the Service Setup Assistant page in Setup. Enter your main support email address and add agents, and the Assistant creates your Service app. If you have licenses for Omni-Channel, Chat, Messaging, or Knowledge, the Assistant can also set up these key features for you.

How do I create a service cloud in Salesforce?

Go to Setup => Search as ‘Users’ => List of users will be displayed. List of users is displayed => Click the ‘Edit’ link beside it. Enable Service Cloud User checkbox and click the ‘Save’ button. Then provide visibility to the Service Console.

How long does it take to implement Salesforce?

How long does a Salesforce implementation take? Salesforce implementation time can vary based on organizational requirements. On average, it could take 3 to 4 weeks and this time can be much longer in some cases. Understanding common best practices in salesforce implementation can increase speed and minimize costs.

How do I enable setup in Salesforce?

Navigate to Setup on the Salesforce Platform A Salesforce Administrator should navigate to Setup > Users > Profiles > Profile > System Permissions and ensure the View Setup and Configuration Permission is ticked.

What is API in Salesforce?

API stands for Application Programming Interface. –> Salesforce provides programmatic access to your organization’s information using simple, powerful, and secure application programming interfaces[API’s].

How do I create a new org?

Creating a new organization from scratchIn the upper-right corner of any page, click your profile photo, then click Settings.In the “Access” section of the sidebar, click Organizations.In the “Organizations” section, click New organization.Follow the prompts to create your organization.

What are the steps involved in creating Salesforce account?

Creating new account in salesforce. To create new account go to Accounts Tab. Click on Accounts Tab and select New as shown below. After selecting new we are taken to new page where we are required to enter Account information, address information and Additional Information to create new account.


A Salesforce Service Account is an Admin account used to power Cirrus Insight features that need reliable access to all required permissions and data.


The Cirrus Insight Admin will need access to a Salesforce Admin account to grant the necessary permissions for a Service Account.


1. Navigate to Admin Dashboard → Organization Settings → Authentication → Service Accounts.


You got a new Marketing Cloud account and you’re super excited to get started! But where do you start? Don’t worry—we’ve got you covered. We’re going to walk you through the most important information you need to start administering your new Marketing Cloud account.

Getting to Know You

Marketing Cloud is an any-size business solution. Whether your company is a team of 10 or a team of 10,000 in 10 countries, you can use Marketing Cloud in a way that fits your company’s needs. Marketing Cloud is currently available in Basic, Pro, Corporate, or Enterprise.

Account Settings

Now that you know a bit about your Marketing Cloud account, it’s time to configure some default settings. Let’s start with some basic settings that are applied to all the users of your Marketing Cloud account, including any users you add in the future.

Security Settings

Marketing Cloud includes several settings to help you keep your account secure. In Marketing Cloud Setup, use Quick Find to navigate to Security Settings. There are several settings you can manage for all users of your Marketing Cloud tenant, including session timeout, requiring a secure connection, expiration for logging in, and much more.

Privacy and Data Protection Law

Before you start using Marketing Cloud, we highly recommend you take the Learn Privacy and Data Protection Law trail. If your business collects, stores, or uses personal information for European or US citizens, it is critical that you understand the impact European Union and US privacy laws can have on your business.

Types of Salesforce Reports

There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.

How to Create a Salesforce Report

To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”.

Report Charts

While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.

Salesforce Report Features

While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:

Scheduling a Salesforce Report

In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.

Salesforce Custom Report Types

In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.

Create Your First Report!

Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:


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