How to setup 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…
  • Step 2: Enter Your Company Info. Next, you’ll want to update your company profile with your company’s default time zone,…
  • Step 3: Set Security Policies. Now that you’ve got the basics set up, you need to…

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.

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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.

How do I set up a business 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 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.

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.

How do I create a Salesforce lightning account?

How to add new account in Salesforce lightningWelcome. In this guide we will learn how to add new account in Salesforce.Click “App Launcher”Click “Sales”Click on “Accounts”Click on “New”Enter Account Name.Select Account type.Enter Phone number.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 difficult 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…•

Is Salesforce free to learn?

Trailhead is Salesforce’s free online learning platform to teach people how to use Salesforce. By using Trailhead, beginners can develop Salesforce skills, and advanced users can become Salesforce experts.

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 setup a service cloud?

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.

Where is recommended 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.

Setup Location

The setup link is located in the top right corner of the page as shown in the screenshot below. Clicking on the setup home takes us to the setup home page.

Setup Home

Below page shows the setup home where we see all the options available for the developer to configure and customize the option.

Setup Options

The following table lists down the important features which are frequently used in setup activity.

Step 1: Configure My Domain

While production orgs that were created in Winter ’21 and later have My Domain by default, you can change it if it hasn’t been configured to your business’s needs. You’ll need to ensure My Domain is set up appropriately if you want to use single sign-on (SSO) or Lightning components.

Step 2: Turn on Login As

Troubleshooting, reproducing errors, and testing are all vital to your success as an admin. Thankfully, you’ve got Login As in your toolkit!

Step 3: Configure Who Sees What

Configuring data access and visibility is an important and complex aspect of being an admin. When you’re rolling out a new Salesforce org, you’ll want to spend time reviewing our Who Sees What video series, Essentials Habits: Security video, and Sharing and Visibility trailmix.

Step 4: Show some sandbox love

Non-production environments are one of my favorite things. If I provision myself a developer sandbox and blow it up, I can simply spin up a new one and begin fresh.

The Complete Guide to Salesforce User Management

When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.

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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.

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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.

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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.


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