From the course: Salesforce for Small Business
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Creating a Salesforce CRM account - Salesforce Tutorial
From the course: Salesforce for Small Business
Creating a Salesforce CRM account
- [Instructor] Okay, let's set up your SalesforceIQ account. Now, IQ is a web-based application, so you can technically use any web browser but there are a lot of integrations with the Google Chrome browser, so I'd suggest if you don't already have a copy of it, go to google.com/chrome and download and install a copy for your operating system, then after you have Chrome installed, go to salesforceiq.com and click on Pricing. Next, you'll need to choose what CRM license you need for your business and how many licenses you need to purchase for your organization. Now, the Starter license limits you to managing and sharing one list among up to five users in your organization and it offers only a limited number of the basic business intelligence reports. The Growth license allows you to manage and share an unlimited number of lists to as many users as you need to purchase licenses for as well as access a bunch of prebuilt and customizable reports. It allows you to integrate your IQ account…
Contents
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Why you need Salesforce for your small business1m 14s
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Understanding the core object relationships3m 28s
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Creating a Salesforce CRM account4m 16s
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Learning the Salesforce CRM interface4m 9s
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Customizing your account settings3m 6s
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Customizing your organization settings4m 13s
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Adding team members3m 2s
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