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.
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 business account in Salesforce?
- Partnering with internal resources in order to drive additional value and expertise
- Building a point of view on how to help their customers
- Generating pipeline that leads to closed revenue and quota attainment
- Accurately forecasting
- Selling on value and ROI vs. …
- Managing customer needs and acting as their internal advocate
How to enable person account in Salesforce?
To log a ticket -> Login into your Dev Edition -> Click on “Help” at the Top -> Click on “My Cases” -> Click On “Log A Case” -> Select the Case Reason as “Feature Activation Request” -> Select “Feature Activation” in “General Activation Area” and ask for the Person Account Enablement. Hope this helps.
What are Salesforce person accounts for?
Person accounts store information about individual people by combining certain account and contact fields into one record. Orgs that use person accounts can modify the Organization-Wide Sharing Default for Contacts.
What is difference between account and person account in Salesforce?
Salesforce accounts are business accounts which stores companies/organization information. Person accounts are used to store information about individual consumers.
How do I get 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.
Where is my Salesforce account?
You can manage your account in Salesforce by clicking the Setup gear in the top right corner and selecting Your Account (Lightning Experience), or Log into Your Account. You can also find Your Account in the App Launcher.
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 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.
Can we create Salesforce account for free?
Salesforce allows you to create a free Salesforce Developer login account to explore and experience its various features and apps. It provides a drag-and-drop feature to do so. Salesforce developers can use this account to create new applications.
Can you get a free Salesforce account?
Every salesforce user will login in to salesforce through their account.At Salesforce, you will find free developer edition that allows you to develop application for force.com for free.
How do I create a customer in Salesforce?
Create a Customer UserFrom the contact record page, click the account name in Related Accounts.Select Manage External User > Enable User.From the New User page, in the General Information section, select the following: … Save your changes.From the contact record page, select Manage External User > Enable User.More items…
What is my profile in Salesforce?
Click your name anywhere in Salesforce to view your profile. If available, you can also click the Profile tab or Your Name | My Profile at the top of the page. In Lightning Experience, click Your Name , and then click Your Name again in the dialog. View other people’s profiles by clicking their name.
How many users does Salesforce have?
You can quickly add up to 10 users at a time to your organization. Your Salesforce edition determines the maximum number of users that you can add.
How do I assign a user in Salesforce?
From Setup, in the Quick Find box, enter Roles , then select Roles.Click Assign next to the name of the desired role. … Make a selection from the dropdown list to show the available users.Select a user on the left, and click Add to assign the user to this role.Click Save.
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.
How long is Salesforce free trial?
You can get a free 14 day trial of Salesforce here: www.cloudadvisory.io/SFDCTrial
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.
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.
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.
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.
Is person account a risky business?
Person Accounts are not as risky as some Salesforce professionals have stated in the past and could actually be a great solution for certain businesses. Small and mid-sized companies that are mainly business to consumer should consider Person Accounts to streamline their Sales Operations. As with any feature or product, there are some disadvantages that should be reviewed before making any decisions.
What is Salesforce administrator?
What is a Salesforce Administrator? Salesforce Administrators work with stakeholders to define system requirements and customize the platform. To put it simply, they enable users to get the most out of Salesforce technology. A Salesforce Admin best understands how to make the platform work for their company’s goals.
How many customers does Salesforce have?
Salesforce helps over 150,000 customers across a myriad of businesses, nonprofits, and institutions to connect with their customers. People around the world rely on our Customer Relationship Management (CRM) platform to keep business running. The Salesforce Administrator in any of these organizations is critical for success.
How much does Salesforce admin make?
Our research shows a 400% annual growth rate for admins and an average U.S. starting salary of $79,000. It’s a career path for people who love to learn and for professionals who enjoy using the latest technology.
Why do people get Salesforce administrator certificates?
Some people who earn their Salesforce Administrator Certificate do so to supplement their current role in a company – and potentially secure a higher salary. Others use it to enrich their resume and find a new position. Many companies across industries and of different sizes use Salesforce, including retailers, nonprofits, financial services, healthcare providers, software companies, and businesses that provide a service.
How long does it take to become a Salesforce administrator?
We estimate that it takes around 115–125 hours of study and preparation to pass.
What happens after you pass Salesforce certification?
After you pass the test, you’re a certified Salesforce administrator, and your career opportunities have expanded. But your learning doesn’t stop there. Maintain your certification on a specific schedule to keep your knowledge, skills, and abilities current.
What companies use Salesforce?
Many companies across industries and of different sizes use Salesforce, including retailers, nonprofits, financial services, healthcare providers, software companies, and businesses that provide a service.
