What does the Account Site field value on an Account record mean? Headquarters/Parent indicates that a company is a legal entity with other locations. Single location indicates that a company is a headquarters with no other locations, and that it may or may not be a distinct legal entity.
How do I create a Salesforce account?
- To create a community, from Setup, enter All in the Quick Find box, select All Communities, and then click New Community.
- To see more information about a template, select it.
- Select the template that you want to use.
- Read the template description and key features, and click Get Started.
- Enter a community name.
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 create site in Salesforce?
- Click New. The Creation wizard appears with different template options for you to choose from.
- Select the Customer Service template. (You can use any Experience Builder template with custom theme layout components, but for this project, stick to Customer Service.)
- Click Get Started.
- Enter a site name and URL. …
- Click Create. …
What is site account?
Site Account means the online account(s) on the Site via which Authorised Users will access the Product.
What is site field?
FIELD SITE is a physical location where one or more servers physically reside.
What is account Name field in Salesforce?
Your page layout and field-level security settings determine which account fields are visible and editable. Here are the most common account fields used in business and household accounts.
What are account types in Salesforce?
There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.
What is difference between account and contact in Salesforce?
In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you’re doing business with, and contacts are the people who work for them.
What is account object in Salesforce?
Salesforce Account Objects signify an individual or an enterprise to which the Salesforce platform provides its services. These are standard in Salesforce and can store all the relevant information related to the enterprise e.g., Market Segmentation, Competition, Customer Base, etc.
What is account owner in Salesforce?
Account owners, on the other hand, are limited to users that your company specifies as owners and have some sort of responsibility to the account. They may be imported from Salesforce or a data import CSV. They may also be automatically designated from Auto-Create Account Lists, which you can reconfigure.
What is account team in Salesforce?
Account team is a team of people working on a single account. So, for example, you are running a business and you work with multiple team members on an single account. Visibility. The account team impacts visibility by being a part of the account team, you automatically get at least read access.
What are record types in Salesforce?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
What is campaign in Salesforce?
A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication(s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.
What are Salesforce objects?
Objects already created for you by Salesforce are called standard objects. Objects you create in your organization are called custom objects. Objects you create that map to data stored outside your organization are called external objects.
What is a record in a database?
A record is analogous to a row in a database table.
What is API object?
Generally speaking, API objects represent database tables that contain your organization’s information. For example, the central object in the Salesforce data model represents accounts—companies and organizations involved with your business, such as customers, partners, and competitors.
What is Salesforce site?
Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization— without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through a branded URL of your choice.
How to determine the URL of a Salesforce site?
The Salesforce Sites Domain. For each of your sites, you determine the URL of the site by establishing the site’s domain name. You can choose one of the following domain options. Use your Salesforce Sites domain. With this option, your Salesforce Sites domain name is used for all the sites that you create.
What is Salesforce information?
Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.
What is a support FAQ?
Publish a support FAQ—Provide helpful information on a public website where customers can search for solutions to their issues.
What is a lead in Salesforce?
All we know at this point is that there may be some interest, on either side’s behalf, to work together. Either the Lead has expressed an interest in learning more about us, or we have determined that this is a person who we want to follow-up with. Take note – a Lead in Salesforce is a person, not a business, although that person may work for a company that we want to do business with.
What is an opportunity in Salesforce?
Well, an Opportunity is something associated with revenue. Salesforce assumes that when you convert a Lead it is because you have uncovered some type of revenue opportunity. An Opportunity is neither a business, nor a person, but rather a potential future sale. It is the lifeblood of every sales funnel.
What is Salesforce funnel?
One of the most fundamental aspects of the Salesforce funnel is the correct assignment of a Lead, Account, Contact and Opportunity. It is also one of the most misunderstood features for most firms setting up Salesforce for the first time. While every firm will have their own set of rules to determine what constitutes a Lead and an Opportunity, this post will attempt to provide some general rules around when to treat something as a Lead and when to convert it into an Opportunity.
How long should a lead stay in Salesforce?
At Salesforce Training, we have a straightforward rule, and one worth following. No Lead should sit in the Lead Record for more than two weeks. We only have a few basic categories for each Lead – Contacted, Not Qualified (or Not Interested), or Qualified. It is the sales person’s responsibility to reach out to the Lead and quickly ascertain the correct status. At that point, they should be moved out of the Lead Record and classified as something else.
Can a new person be a lead in Salesforce?
One very basic rule of thumb: any new person affiliated with a company that we don’t currently work with should be entered into Salesforce as a Lead. Quite often, we see companies entering new names as Contacts. This is not necessarily wrong, and if you have a limited universe of prospects to sell to, then this is actually the preferred route. But most businesses have an unlimited supply of prospects, and hence, they should enter all of their new prospects as a Lead.
Is Salesforce a qualified lead?
The key behind Salesforce’s architecture, lies in how you treat a Lead that has the potential to become a deal…one day. At some point, the Lead can no longer be considered a Lead and it should be classified as either qualified, or not qualified. In the case when a Lead is qualified, it should be converted.
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