How to set up salesforce


Set Up Your New Salesforce Org in 5 Steps

  1. Add Your Company Logo. Make Salesforce look like yours by adding your company logo in the upper left-hand corner of the application.
  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 contact information.
  3. Set Security Policies. Now that you’ve got the basics set up, you need to make sure your Salesforce org is secure. …
  4. Set Up a Sandbox. Before you do anything else in your Production org, set up a Sandbox! …
  5. Add Power of One & Case Safe ID Fields. In your Sandbox, adding these two fields on Standard & Custom Objects will help you be a reporting master.
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 you set up Salesforce?

Salesforce went one better and experimented with meeting-free … The first few days were a bit jarring for some, particularly those who have a daily stand-up meeting to prioritize workloads and update team members. “Daily stand-ups are really important …

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 create custom setting in Salesforce?


  1. Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. …
  2. Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. …
  3. Replace Apex Code with SOQL Queries

How to setup live agent in Salesforce?

Set Up Web Chat

  • Log in to your organization, and if you’re in Salesforce Classic, switch to Lightning Experience.
  • Click the Setup gear icon and select Service Setup.
  • Under Recommended Setup, click View All.
  • Enter Chat in the search box and select Chat with Customers.
  • Read the prompt to learn about what this flow sets up, then click Start.

More items…


How do I set up Salesforce for the first time?

Now that you’ve prepared, let’s get into the org and start working!Step 1: Add Your Company Logo. … Step 2: Enter Your Company Info. … Step 3: Set Security Policies. … Step 4: Set Up a Sandbox. … Step 5: Add Power of One & Case Safe ID Fields.

What is Salesforce for beginners?

Salesforce is a leading CRM (Customer Relationship Management) software which is served form cloud. It has more than 800 applications to support various features like generating new leads, acquiring new leads, increasing sales and closing the deals.

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…

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.

Is Salesforce hard to learn?

Is Salesforce easy to learn? Though Salesforce is extensive, it is not difficult to learn. If you put your mind and concentration into learning the Salesforce CRM and at the same time take up this online Salesforce Training course, you will be able to master Salesforce within weeks.

How do I learn Salesforce from scratch?

Step-by-step guide to becoming a Salesforce developer in 2020Step 1: Watch this Intro to Apex Dreamforce 2019 session!Step 2: Learn the basics of Salesforce administration!Step 3: Take my online Salesforce Developer course!Step 4: Pass the Platform Developer I certification!More items…•

What is sandbox in Salesforce?

A sandbox is simply a copy of your database you can use to test new ideas. Oftentimes, when you work with a consultant on new functionality for your database they will build and demonstrate it for you in a sandbox before it becomes part of your actual database.

What is the difference between org and app in Salesforce?

Every single company with a Salesforce contract (licences) has their own ORG. Within the ORG an App is a collection of tabs. Typically the Salesforce Admin or Consultant will set up an App for a group of users (such as Sales) so that they only see the tabs (objects) which are relevant to their job.

What are apps in Salesforce?

An app is a collection of items that work together to serve a particular function. Salesforce apps come in two flavors: Classic and Lightning. Classic apps are created and managed in Salesforce Classic. Lightning apps are created and managed in Lightning Experience.

How long does it take to implement Salesforce?

3 to 4 weeksHow 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.

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 does Salesforce organize data?

A)Salesforce organizes your data into: I)Objects and records, like tabs and rows on a spreadsheet. II)Objects and fields, like columns on a spreadsheet. II)Fields and records, like different databases. IV)Objects and spreadsheets, like columns in a database.


Get tips, tricks, and troubleshooting help from over 3.5M+ members in the Trailblazer Community.

Trailhead and Self-Learning

Take the guesswork out of Salesforce with fun online learning for admins, developers, and users.


Watch how-to and troubleshooting videos and learn best practices from Salesforce Experts.


Attend webinars, office hours, and in-person and virtual events to learn from Salesforce experts.

Guided Journeys

Learn basics, find training, and adopt best practices with product-specific learning paths.

What is Salesforce Sandbox?

What is a Sandbox? A Salesforce sandbox is a place for you to test and build without risk of changing or losing the valuable data in your main, or production, Salesforce org. Sandboxes are the perfect tool for keeping your data clean during training, testing, and development.

How many sandboxes can you have with Power of Us?

This means you can set up at least 25 Developer sandboxes and one Partial Copy sandbox—not a Full sandbox, which will have to be purchased through your Salesforce Account Executive.

Can you set up a sandbox to send emails?

When first logging in to a new sandbox, check the email deliverability settings. Yes, some sandboxes can be set to generate emails—even to your constituents! Go to Setup by clicking the gear icon () in the navigation bar and then Setup. Enter Deliverability in the Quick Find box, then select Deliverability.


Leave a Comment