Learn how to access your Salesforce account. How do you log in to Salesforce and who do you go to for questions? Learn the basics of logging in to your Salesforce account and a few things you should know before getting started.
- [Instructor] Okay, let's talk…about accessing your account.…The one thing I want you to remember is that…your Salesforce administrator is the person…who sets up your account.…This person is someone in your company,…not at Salesforce.…So if you're in a large company,…this might be a dedicated role,…but if you're in a small company,…this could be your sales manager.…But this is the person who sets up your account.…So if you have any questions or any problems…with your account, you want to find out…who your Salesforce admin is before you do anything else.…
Your Salesforce admin will setup a new account for you…and you will get an automated email…from Salesforce with your information.…Your email address will be your username or login…and you will receive a preset password…which you will be required to change…the first time you log in.…One thing to note is that Salesforce will require…you to change your password every few months.…So if your the kind of person who likes to use…the same password for everything, keep that in mind.…
Author
Christine Volden
Released
10/31/2017Christine Pereira walks through the entire process from start to finish as she illustrates the sales flow through Salesforce. She shows how to create leads, convert leads into opportunities, track tasks, build simple reports, and create dashboards to visualize the sales pipeline. Follow along and discover how to use this powerful tool to make your job easier.
- Navigating Salesforce
- Customizing your profile
- Creating accounts and contacts
- Using lead and opportunity reports
- Completing tasks and adding follow-ups
- Improving data quality
- Using Salesforce on mobile devices
- Customizing reports
- Building dashboards
Skill Level Beginner
Duration
Views
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Introduction
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Welcome48s
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1. Getting Started
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Understand the homepage3m 4s
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How to navigate Salesforce3m 53s
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2. Exploring Objects
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How to create accounts4m 23s
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How to create contacts4m 1s
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How to create leads4m 15s
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How to create opportunities4m 33s
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3. Accounts and Contacts
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Create parent accounts2m 7s
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Best practices for contacts2m 50s
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4. Leads and Opportunities
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How to add leads3m 52s
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Creating opportunities3m 50s
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Use simple lead reports4m 17s
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5. Tasks
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The importance of tasks3m 5s
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How to create new tasks2m 46s
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6. Data Quality
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Understand data quality3m 32s
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7. Salesforce Updates
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Use Salesforce on mobile2m 57s
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8. Custom Reporting
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Saving reports in folders4m 21s
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Customizing reports2m 13s
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Dashboards3m 46s
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Conclusion
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Next steps1m 19s
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Video: How to access your Salesforce account