How to access salesforce


In the Microsoft Access – Connect to Salesforce dialog box, do the following:

  • Enter a username and password in the Username and Password boxes.
  • Enter a security token in the Security Token box.
  • Optionally, enter one or more connection parameters in the Additional Connection String Parameters box. For more information, see Connection Parameters.
Salesforce Lightning
  1. Log in to Salesforce.
  2. In the upper right, click your image (avatar) and then click Settings.
  3. In “Quick Find” search field, enter “Grant” and click Grant Account Login Access.
  4. Set the Access Duration option to Support. …
  5. Click Save.

How do I contact Salesforce?

Understand Account and Contact Relationships

  • Contacts to Multiple Accounts. Your contacts might work with more than one company. …
  • Use Relationship Details to Help Close Deals. …
  • Define Company Relationships with Account Hierarchies. …
  • Best Practices for Establishing Account Hierarchies. …
  • Define Employee Roles with Account Teams. …

How do I log into Salesforce?

How do I access Salesforce for the first time?

  • Check your email for your login information.
  • Click the link provided in the email. The link logs you in to the site automatically.
  • The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How to log into Salesforce?

To log in to your production Salesforce site:

  • Start the app by tapping the Salesforce icon on your home screen. You see the login page.
  • Enter your username and password.
  • Tap Log In .

How to give access to external users in Salesforce?

  • To Share with particular Users click on ‘Share with people’.
  • Type the Search choose the Name of the User and to whom the File needs to be shared.
  • Specify the user is either a ‘Viewer’ or ‘Collaborator’ to the File being shared.

How do I login as access to a user in Salesforce?

How to Grant Login Access in Salesforce?Choose one of the following in Salesforce Classic User Interface: Navigate to Setup –> My Personal Information –> Grant Login Access. … Use the Access Duration picklist to set the number of days to allow Login Access.Click Save.

How do I log into Salesforce as admin?

In Salesforce Classic Click Setup. Enter Login Access Policies in the Quick Find box. Select Administrators Can Log in as Any User. Click Save.

How do I grant a temporary access to Salesforce?

Log in to Salesforce. In the upper right, click your image (avatar) and then click Settings. In “Quick Find” search field, enter “Grant” and click Grant Account Login Access. Set the Access Duration option to Support.

How do I give customer access to Salesforce?

Enable contacts to use your portal. To enable the Salesforce Customer Portal: 1. From Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.

How do I access setup in Salesforce?

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

How do I login as user?

AnswerHold ‘Shift’ and right-click on your browser icon on the Desktop/Windows Start Menu.Select ‘Run as different user’.Enter the login credentials of the user you wish to use.Access Cognos with that browser window and you will be logged in as that user.

What is subscriber access in Salesforce?

Salesforce has a subscriber organization page where you can directly access your customers’ organization. A permission to access a customer’s organization must be granted first by the customer. Otherwise, you cannot include that customer in your Subscriber Organizations list.

What is Grant account login access in Salesforce?

What is Grant Login Access ? Grant login Access in provides a way to login in to customers and users account using our login credentials for a specific time period by an administrator.

How do I grant access to marketing cloud?

Marketing Cloud administrators can enable account login access for their account.In the app switcher, hover over your name and click Setup.Click Security and select Security Settings.Click Edit.Select the checkbox next to Allow Users to Grant Account Login Access for Support.Click Save.More items…

What is Salesforce portal?

Salesforce Portals and Communities in Salesforce empower your customers and partners by providing a social forum directly related to your internal business processes so that they can connect with the right information and the right people at the right moments.

How do I create a portal in Salesforce?

Enable Customer Portal for ContactsCreate a new business account.Create contact in business account.From a contact detail page, click Manage External User, and then select Enable Customer User.Verify the general information and locale settings, and enter any missing information. … Select a portal user license. … Save it.More items…

How do I enable customer portal in Salesforce?

How to Enable Customer PortalFrom Setup, enter Customer Portal Settings in the Quick Find box, then select Customer Portal Settings.Click Edit.Select Enable Customer Portal.Click Save.Continue setting up the portal.View of Customer Portal after Enable.Click Edit.More items…•

How to manage Salesforce account?

You can manage your account by clicking the Setup gear in the top right corner of Salesforce and selecting Your Account (Lightning Experience), or using this link .

How to make a one time payment on Salesforce?

To make a one-time credit card payment of an invoice: Navigate to Your Account. Click “View Your Invoices” in the right box. You will be redirected to Salesforce Checkout. Click the “Pay Invoice” button in the Invoices section of the homepage of Checkout.

How to view past statements in Salesforce?

Click “View Your Statements” in the right box. You will be redirected to Salesforce Checkout, where you can view all past Salesforce statements. Click the “Payments” tab for more detail.

Where is my credit card info?

In the upper right corner are your credit card details.

What is access settings?

Access settings determine other functions, such as access to Apex classes, app visibility, and the hours when users can log in.

What is a permission set in a profile?

In Profiles? In Permission Sets? Use profiles and permission sets to grant access but not to deny access. Permission granted from either a profile or permission set is honored. For example, if Transfer Record isn’t enabled in a profile but is enabled in a permission set, she can transfer records regardless of whether she owns them.

Can a user have multiple permissions?

Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions …

What does it mean to assign the right profiles, roles, and data access?

Assigning the right profiles, roles, and data access means you will have more flexibility in the future. Consider a comprehensive user management strategy that incorporates these best practices.

What is permission set?

Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.

What is a sysadmin profile?

Standard User. The SysAdmin has access to setup and all objects, as they are the ones maintaining the platform. You can create custom profiles with fine-tuned access for different teams.

How to save Salesforce import steps?

In the Get External Data – Salesforce Database dialog box, you can save the import steps as a specification and create an Outlook task to automate the import operation on a regular basis. For more information, see Save the details of an import or export operation as a specification.

What happens when you link to data in Salesforce?

When you link to data, Access creates a two-way connection that synchronizes changes to data in Access and Salesforce. When you import data, Access creates a one-time, copy of the data, and so changes to data in either Access or Salesforce are not synchronized.

What is Salesforce security token?

You must enter a security token, which is a case-sensitive alphanumeric code, if you try to access Salesforce from an Internet Protocol (IP) address that’s outside your company’s trusted IP range. For more information, see Reset Your Security Token.

How to secure access database?

Secure your Access database and the connection information it contains by using a trusted location and an Access database password. For more information, see Decide whether to trust a database and Encrypt a database by using a database password.

How many columns can you have in Access?

Consider the number of columns in each table. Access does not support more than 255 fields in a table, so Access links or imports only the first 255 columns.

Can you search for deleted records in Salesforce?

When this option is enabled (1), Salesforce users will be able to conduct searches for deleted records by including the parameter isDeleted=true.

Does Access create relationships between tables?

Access does not automatically create relationships between these related tables. You can manually create the relationships between new and existing tables by using the Relationships window. For more information, see What is the Relationships window? and Create, edit or delete a relationship.


Leave a Comment