Slaesforce FAQ

how to find your salesforce assigned rep

by Cameron Ortiz 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 to search for a role in Salesforce?

We can do it from the setup menu, apex or use a SOQL query depending on the information we have. Go To Setup | Search Role in the quick find box | Click Roles and select the role you are searching for. If your Organization has a lot of roles you can click the Expand All option and search for your role instead of opening each role node.

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 manage self-service support 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.

How do I see who is assigned to a role?

After you click on a role you can see the list of users that have that role assigned. You can also assign users to the role from the same page. Another way to access the role view displayed in the picture above is from the user detail page. After clicking the role we are brought to the same page as before.

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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.

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.

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.

How do I view my Salesforce subscriptions?

You can access Checkout at store.salesforce.com or by clicking the gear in the top right corner of Salesforce and selecting Manage Subscription.

What's one way to locate and launch the Your account app from within your Salesforce org?

Open the Your Account app from the Setup menu or through the App Launcher. Purchase new products and licenses for your Salesforce org using the Your Account app. Products are pieces of Salesforce functionality, such as Sales Cloud, Sales Dialer, or extra file storage.

Why does Salesforce pay so much?

Supply & Demand. The overarching reason why US salaries are so much higher than the rest of the world comes down to supply and demand. There's no doubt that the US is a powerhouse when it comes to technology, with companies such as Apple, Microsoft & Amazon all hovering around the $1 Trillion market cap mark.

How much does a Salesforce AVP make?

How much does a AVP-Sales at Salesforce make? The typical Salesforce AVP-Sales salary is $253,258 per year. AVP-Sales salaries at Salesforce can range from $229,724 - $265,000 per year.

Does Salesforce pay well?

The average estimated annual salary, including base and bonus, at Salesforce is $140,013, or $67 per hour, while the estimated median salary is $152,706, or $73 per hour. At Salesforce, the highest paid job is a Group Product Manager at $249,431 annually and the lowest is an Office Manager at $59,530 annually.

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 view account hierarchy in Salesforce lightning?

This change is available in Lightning Experience only. Account hierarchy is available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions. On account record page, clicking on Actions dropdown menu will show you the View Account Hierarchy action.

What is the difference between account and customer in Salesforce?

Salesforce Account Account represents an individual customer account, organization or partner involved with business. As part of standard functionality Salesforce.com provides Account objects in Salesforce which stores all account details related your business like Customers and Competitors.

Find Users Under A Specific Role In Setup

Go To Setup | Search Role in the quick find box | Click Roles and select the role you are searching for.

Finding Users By Role Using A SOQL Query

If you know the UserRole Id we can then use that role Id to get a list of users by writing a SOQL Query. In our sample org 00E4W000001v3n3UAA is the Id for a UserRole.

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