Slaesforce FAQ

how to find my salesforce rep

by Corrine Parker Published 3 years ago Updated 2 years ago
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For various reasons, many don’t know who is their Salesforce rep, but there is a very easy way to find out! When you are logged into Salesforce, you can navigate to “Checkout” from the far top right of your browser by going to the “App” selector (just right of your name and the Help & Training link).

Full Answer

How would you like to contact Salesforce?

How would you like to contact Salesforce? Give us a call. 1-800-667-6389 Not in the US?

How do I find a user's Salesforce ID?

https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.

How do I open a support case in Salesforce?

Contact your account executive directly, or open a support case right from Your Account. What can I manage self-service? Buy additional licenses and add-on solutions. View your contracts and installed products. Find and contact your Salesforce Account Executive or Sales Team. Log support cases.

How do I view my payment history in Salesforce checkout?

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.

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How can I find out who my Salesforce rep is?

For various reasons, many don't know who is their Salesforce rep, but there is a very easy way to find out! When you are logged into Salesforce, you can navigate to “Checkout” from the far top right of your browser by going to the “App” selector (just right of your name and the Help & Training link).

Where do I find my Salesforce account number?

Where do I find Your 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 is your account in Salesforce?

What is the Your Account App? We've introduced a new app that enables you to browse and buy Salesforce products and licenses easier and faster than ever before. Get the information you need, when you need it, right in your Salesforce org.

What is an AE in Salesforce?

Garry Polmateer Post a Comment Account Executives, Salesforce AE. If you are a Salesforce user, your company has an Account Executive, or“AE.” Heck, if you're even just thinking about getting Salesforce, you have one. I'm going to let you in on a little secret: working with your Salesforce AE can be a win-win.

How much does an account executive make at Salesforce?

The average Salesforce Account Executive earns $79,928 annually. This total compensation is $34,518 less than the US average for a Account Executive. Account Executive salaries at Salesforce can range from $76,667 - $83,188.

How do I pay my Salesforce bill?

Required EditionsGo to your account and click Payment Center.On the Make a Payment page, click By Invoice and then click Next. ... Check the boxes for all the invoices that you want to pay.Choose Full or Partial payments for each invoice that you want to pay. ... Click Next.More items...

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.

What is business account in Salesforce?

Salesforce Business Accounts are meant for use by companies engaged in B2B operations. Salesforce automatically assigns a new account as a business account by default. Creating such an account is easy – with a few clicks and some fields to complete, your business account could start operating right away.

Is Salesforce job stressful?

The salesforce administering itself isn't very stressful, but in my experience, how stressful a job is is rarely dictated by the work subject matter, and far more often by the work environment: amount of work, your fit in the organization, your relationship with your boss, your relationships with other employees, ...

How much does a BDR make at Salesforce?

The average salary for a BDR is $48,025 per year in United States, which is 54% lower than the average Salesforce salary of $106,343 per year for this job.

What is sales rep in Salesforce?

Sales Rep Overview is for reps that own opportunities and carry a quota. Gain instant insight into your business over any time frame. Track won oppportunites, open pipe, and activities completed.

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 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.

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.

Where is my credit card info?

In the upper right corner are your credit card details.

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