How many Salesforce instances are there in the world?
As of July 2014, there are currently 21 Instances in North America, 2 in Asia Pacific, 4 in EMEA and 25 Sandbox Instances. A Sandbox instance is non production environment. The complete list of Salesforce instances and the current status of each one is listed at Salesforce Trust.
How many users can I add to my Salesforce account?
The maximum number of users you can add is determined by your Salesforce edition and the number of user licenses you purchase. From Setup, enter Users in the Quick Find box, then select Users. Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.
How do I know which Salesforce instance I am using?
To determine which instance you are using, check the URL after you login into Salesforce. In the example below, the customer is on the ap1 instance. In the case of a Sandbox, the URL will be one of the cs instances such as cs6 in the case below.
What is a Salesforce user?
What is a user? As a new administrator, you perform user management tasks like creating and editing users, resetting passwords, granting permissions, configuring data access, and much more. In this unit, you will learn about users and how you add users to your Salesforce org.
How many users do I have in Salesforce?
you will want to run a report. I believe Salesforce comes with an 'All Active Users' report. To access this go to the Reports Tab and either search "user" (previous admins may have created other reports so I would do this) or click on the 'Administrative Reports' folder.
What is an Sfdc instance?
Your Salesforce instance refers to the server that your Salesforce organization lives on. Many Salesforce orgs (also referred to as an “instance”) live together on the same server, a method of server management called “multi-tenancy”. As opposed to one system living on one server, many instances live on one server.
Is Salesforce multi instance?
In short, a Salesforce Instance is the installation of Salesforce's software that resides on a server (or group of servers likely). An Org is your specific organization's data and meta data. Salesforce has multiple orgs residing on the same instance.
How do I make multiple users at a time in Salesforce?
0:010:47How To Add Multiple Users In Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipHow to have multiple users in Salesforce lightning open Salesforce lightning click on your icon.MoreHow to have multiple users in Salesforce lightning open Salesforce lightning click on your icon. Click on setup. And your users in quick-find. Box click on users. Click on add multiple users select
How do I create an instance in Salesforce?
1:421:20:32How to Create Salesforce Instance - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe are creating the instance. So we will come to this URL. Not salesforce.com is the URL. And we'llMoreWe are creating the instance. So we will come to this URL. Not salesforce.com is the URL. And we'll come to you here click on the sign up. Button.
How do I know what instance of Salesforce I have?
To check instance name in this case, log in to Salesforce as an Admin (or if you have permission to view setup) and navigate to Setup -> Company Information. You can find your Salesforce instance in the right column below Organization Edition.
What is the difference between an instance and an environment?
The differences between a Dynamics instance and a Common Data Service environment is that the Dynamics instance will contain solutions with Dynamics functionality, and the CDS environment won't have these (and they can't be added at a later date).
What is Sfdc full form?
SFDC:- SFDC stands for Salesforce.com. It is a distributed computing and social venture software-as-a-service (SaaS) supplier situated in San Francisco. It was established in March 1999, to a limited extent by previous Oracle executive Marc Benioff. is the most popular cloud-based CRM today.
How many environments are there in Salesforce?
three typesTypes of Salesforce Environments: There are three types of Environments: Production Environments. Development Environments. Testing Environments.
Can 2 users have the same profile in Salesforce?
Yes, two users have the same profile in Salesforce but two profiles cannot be assigned to the same user.
How many profiles can be created in Salesforce?
Point to Note : A Profile can have many users but the User can have only one Profile is assigned to him. Different types of Profiles that are available in salesforce.
What is user license in Salesforce?
A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets.
What is a user in Salesforce?
A user is anyone who logs in to Salesforce. Users are employees at your company, such as sales reps, managers, and IT specialists, who need access to the company's records. Every user in Salesforce has a user account. The user account identifies the user, and the user account settings determine what features and records the user can access.
How many profiles can a user have?
Each user can have only one profile . Select profiles based on a user’s job function (the Standard User profile is the best choice for most users). Don’t give a user a profile with more access than the user needs to do their job. You can grant access to more items the user needs with a permission set.
Can you assign roles to users in Salesforce?
If you have an org with many users, you may find it easier to assign roles when adding users. However, you can set up a role hierarchy and assign roles to users at any time. Roles are only available in Professional, Enterprise, Unlimited, Performance, and Developer editions of Salesforce.
Can you grant a user access to only some features in Salesforce?
But, if you want to grant a user access to only some features in Salesforce, you have a host of licenses to choose from. For example, if you have to grant a user access to Chatter without allowing them to see any data in Salesforce, you can give them a Chatter Free license.
Can users see all the data owned by users below them?
Users at the top of the hierarchy can see all the data owned by users below them. Users at lower levels can't see data owned by users above them, or in other branches, unless sharing rules grant them access. Roles are optional but each user can have only one.
Can a Salesforce user have both a username and an email address?
Each user has both a username and an email address. The username must be formatted like an email address and must be unique across all Salesforce organizations. It can be the user's email address, so long as it is unique.
1. Data Security Tips in Salesforce
It’s an unfortunate reality that data breaches are becoming much more commonplace. This is especially troubling because, for most organizations, data is the most valuable commodity.
2. Monitor and Manage Data Quality to Keep Your Salesforce Instance Organized
Maintaining quality data is one of the top concerns for most administrators. The more data you have, the more likely it is that you will encounter duplicates, faulty information, or missing pieces. Data quality issues can come up due to a variety of factors–user error, no preventative automated safeguards, or a lack of data hygiene processes.
3. Streamline Your Processes in Salesforce
Once you’ve secured and cleaned up your data, you can start shaping your org to work exactly how you imagined. A streamlined org means that every user has the tools that they need to do their job and every admin understands how to maintain and support those tools.
What industries does Salesforce work with?
Salesforce works with a range of industries, including financial services, healthcare, life sciences, communications, retail, media, government, manufacturing, automotive, higher education, and nonprofit. Several major CRM competitors target some of the same industries.
What is Salesforce analytics?
With Salesforce, you can leverage all of your data in one place with sophisticated embedded analytics. Salesforce comes ready to turn information into insights, including: Reports and dashboards: Use dashboards and customized reports to identify trends and measure sales progress to see what’s working and what’s not.
What is Essentials CRM?
Essentials is a combined sales and customer support CRM tool that is easy to set up and use. Professional Edition.
What is customization in CRM?
Customization can really spell the difference between a successful CRM implementation and spending resources on technology that doesn’t do much for your business. When choosing a CRM, it is important to make sure it can fit your unique business case.
Is Salesforce a SaaS?
Salesforce is the market leader when it comes to customer satisfaction for growth among potential CRM buyers. Delivery. Salesforce CRM is delivered through the cloud as software as a service (SaaS). On one hand, that means there is never any need to pour cash reserves into hardware and software purchases.
Does Salesforce integrate with Outlook?
Not only does Salesforce integrate with Microsoft Outlook, Word, and Excel; it also integrates with social media sites like Facebook, Twitter, and LinkedIn. Tools like Essentials social media integration eliminate the need to toggle between the CRM and other productivity apps.
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