Table of Contents
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.
What is Salesforce, what does Salesforce do?
Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.
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.
What are the capabilities of Salesforce?
The Ultimate Guide to Setting Up Salesforce Knowledge
- Key Points – What you need to know. Before we dive into the fun features of Lightning Knowledge, let’s knock out a few housekeeping items first that you’ll need to …
- Content Management. …
- Channels. …
- Approval Processes. …
- Knowledge Features. …
- Topics. …
- Case Deflection. …
- Using Apex with Knowledge. …
- Keep Learning! …
What is account and contacts 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 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 the difference between person account and account in Salesforce?
Salesforce accounts are business accounts which stores companies/organization information. Person accounts are used to store information about individual consumers.
What is account and opportunity in Salesforce?
Account: Specifically, a business entity or organization you intend to sell to whose information is in your database. You may have multiple contacts stored who are all part of the same account. Opportunity: In Salesforce, an opportunity is a deal in progress.
What are types of accounts in Salesforce?
There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.
What is relationship between account and user Salesforce?
The account that is gaining access to another account’s data. The account that is giving access to their records to another account. This field defines the type of sharing rule this account relationship can access. It is the field that associates the account relationship to the account relationship sharing rule.
Is person account an account or contact?
With Contacts to Multiple Accounts, a person account can be either a related contact on a business account or a related account on a contact. A person account can also be related to another person account as either a related contact or related account.
What is business account in Salesforce?
A business account is a combination of contacts and accounts. We also have Person accounts in Salesforce which is used by B2C organizations. Person accounts are oriented towards doing business with persons while others are with the companies.
How do I create a Salesforce account?
Just go to trailhead.salesforce.com and click Sign Up at the top right of the screen. Then click ‘Create a Salesforce Account’ (ignore the ‘Sign up with Salesforce’ unless you really want to use your existing Salesforce account). You’ll then get a sign-up form to create a ‘developer account.
What is a lead Account?
Lead Account means the Personal and Non-personal Account you have designated, from which your monthly Plan fees and excess fees are to be debited; Sample 1.
What is the relationship between opportunity and Account?
Account and opportunity having Lookup relationship. Simply, Account is a parent Opportunity. If we delete Account record, that related Opportunity records are deleted automatically from the database. Here lookup relationship is treated as Master-Details relationship.
What is the relationship between Account and contact?
Contacts and Accounts have a lookup relationship but this relationship has a property called CascadeDelete that’s why the contact is deleted when the parent object is deleted. Account and contact behaves as master detail logics its a standard functionality in salesforce but on UI it is a lookup relationship .
Which objects are related to account in Salesforce?
In most Salesforce instances this is a one-to-many lookup relationship where Account ID is a field on a Contact, representing the relationship between the Contact and its associated Account. An Account usually has many associated Contacts….Salesforce Object RelationshipsMaster-detail.Lookup.Hierarchical.
How do I create an account object in Salesforce?
StepsLog in to your Salesforce account.Click Setup at the upper-right corner.Under the Build section, click Create and select Objects.To create a custom object, click New Custom Object.Enter the name of the Custom Object in Label, Plural Label, and Object Name.More items…•
What is a case object in Salesforce?
The Case object is the main object of Salesforce Service Cloud and a Case typically represents a customer’s issue, question, or feedback and its resolution process.
How do I create an account object record in Salesforce?
Create Records from Object Home PagesClick the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.Click New.Select a record type if you’re prompted.Enter values in the fields. … Save your changes, when you finish entering values for your new record.
What is an account qualified?
An account is typically ‘qualified’ to a certain extent. Maybe it was someone from your marketing team or sales development who do not fur sure know that a company has budget, timing and need for what you sell.
What is a prospect account?
a prospect Account- this is someone that hasn’t purchased from you but it has a high likelihood and potential to become a customer and their marketing qualified at that point.
How long is Salesforce free trial?
You can get a free 14 day trial of Salesforce here: www.cloudadvisory.io/SFDCTrial
What does it mean when an organization is sales qualified?
Then your job as an organization, either digitally or direct or some hybrid of those two is to sales qualify that account, and when they become sales qualified that usually means they’re gonna buy or they have purchased.
What does B2B account mean?
If you’re selling “B2B an Account will typically mean a company or an organization that is your customer or who you are working to acquire as a customer.
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 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 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 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.
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.
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.
Should a salesperson create an opportunity?
Our advice to companies that we work with, is that your sales person should only create an Opportunity once they can provide some key detail around these 5 areas. If they can’t then they really should be going back and qualifying some more.
What is a person account in Salesforce?
What is a Person Account and how is the Data Structured? The Salesforce definition for Person Accounts is: “Person Accounts store information about individual people by combining certain Account and Contact fields into a single record.”.
How to understand person accounts in Salesforce?
Another way to understand Person Accounts is to view how they correspond with Leads in a Salesforce org. Any Salesforce professional that has worked with Leads understands that a company name is required to convert that Lead into a Contact that is associated with an Account for the company. This has frustrated some Salesforce Administrators who have users that put “dummy” information in the company field in order to convert their Lead. My previous company had over 1 million Contacts on a single “dummy” Account and it definitely caused performance issues when multiple Contacts associated with that Account were being accessed. Person Accounts help solve this problem by giving users to create Person Accounts straight from their Lead record.
What are the disadvantages of using a person account?
Even though Person Accounts are a great solution for some businesses or organizations, there are some disadvantages associated with them: A Person Account record will actually count against your storage for both the Account and Contact object.
Why does a user no longer have to associate a company with a contact?
A user no longer has to associate a company with a Contact because the Contact gets automatically created and associated with the Account when a Person Account is created.
What is a person account?
A Person Account is not its own object, but it does have object features such as page layouts, compact layouts and record types . There is also a nice feature that will show you which of your Contact fields are used for Person Account records when looking at the Account fields list.
Can you convert a lead into a person account?
In order to do this a user would leave the company field blank on their Lead and follow the normal conversion process to convert the Lead into a Person Account. Users are still able to convert Leads into Contacts with Business Accounts if the Company field is populated with a value.
Is a person account a good fit for an organization?
When are Person Accounts a Good Fit for Your Organization. Person Accounts can benefit your organization, but it is not possible to disable the feature once you start using them. This means it is very important to do thorough research to determine if Person Accounts are a viable solution.