how to login account in salesforce

by Mrs. Heidi Bergnaum IV Published 2 years ago Updated 2 years ago

Visit https://help.salesforce.com/home Click Log In in the upper right corner of the screen. Click Log In using the Trailblazer.me option.

Here's how to log in for the first time:

Check your inbox for the 'Welcome Email' or 'Account Verification' email. This email contains the account's username and a link to complete the setup.
Click the link in the email. ...
After setting up the password and security question, you will automatically be logged in.

Full Answer

How do I log into Salesforce?

How do I access Salesforce for the first time?

Check your email for your login information.
Click the link provided in the email. The link logs you in to the site automatically.
The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How would you like to contact Salesforce?

How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone ...

How do I create a Salesforce account?

To create a community, from Setup, enter All in the Quick Find box, select All Communities, and then click New Community.
To see more information about a template, select it.
Select the template that you want to use.
Read the template description and key features, and click Get Started.
Enter a community name.

How do I connect an app in Salesforce?

Learn About Connected Apps

Access Data with API Integration. ...
Integrate Service Providers with Salesforce. ...
Provide Authorization for External API Gateways. ...
Manage Access to Third-Party Apps. ...
Connected App Developer. ...
Connected App Admin

See more

How do I log into my Salesforce business account?

We've got you covered. To log in to your Salesforce account, simply go to https://login.salesforce.com/. If your company has a custom domain and you need to log in that way, head to login.salesforce.com and click on the “Use custom domain” button in the bottom right corner of the box.

How do I login as user?

AnswerHold 'Shift' and right-click on your browser icon on the Desktop/Windows Start Menu.Select 'Run as different user'.Enter the login credentials of the user you wish to use.Access Cognos with that browser window and you will be logged in as that user.

How do I login as admin Salesforce?

In Salesforce Classic Click Setup. Enter Login Access Policies in the Quick Find box. Select Administrators Can Log in as Any User. Click Save.

How do I find my Salesforce login ID?

Find the Salesforce ID for a User or profileNavigate to the User's detail page. For instructions, see our View and Manage Users documentation.In your browser's address bar, you will see a URL similar to:

How do I switch users in Salesforce?

Search for the account you want to switch to. You can search by name, ID or workspace. To switch to a specific workspace within an account, click the drop down arrow next to the account name, and select the workspace. Click Switch.

How do I manage users in Salesforce?

Your Salesforce edition determines the maximum number of users that you can add....From the user list, you can:Create one user or multiple users.Reset passwords for selected users.Edit a user.View a user's detail page by clicking the name, alias, or username.View or edit a profile by clicking the profile name.More items...

How do I log into Salesforce lightning?

Click—On the Salesforce login page, look for the lightning bolt next to your Lightning Login–enabled username, and click your username. If the login page asks for both username and password, you can enter your username, skip the password field, and click Log In.

How do I access setup in Salesforce?

Look at the top of any Salesforce page. , then select Setup Home. If you're using Salesforce Classic and you see Setup in the user interface header, click it. If you're using Salesforce Classic and you don't see Setup in the header, click your name, then select Setup.

How do I get the login button on a user details page?

-->Go to setup search "Login Access Policies" then Enable Administrators Can Log in as Any User then SAVE it. -->Afer that go to user page you can see the LOGIN button.

What are the login types in Salesforce?

LoginType is the type of login, for example, Application, OAuth, or SAML. Label is Login Type. Please refer below link. Moreover, also please refer below link which explains in detail each of the login types means in the Login History page.

How do I activate my Salesforce account?

Is account ID the same as Salesforce ID?

The Account ID is the ID number for the Account Object. The Account object is where Salesforce stores information about a business or organization that is part of the sales process. The Contact ID is the identification number for the Contact object.

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.

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 update credit card on a prepaid card?

Navigate to Your Account [Direct Link]. Click the “View Your Contracts” button. In the upper right corner are your credit card details. To update the credit card, click the “Edit” link and follow the prompts.

How to enable public login and registration for your portal?

To enable public login and registration for your portal: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control.

Can you self register on a partner portal?

Partner portals do not support self-registration. The Authenticated Website high-volume portal user license is specifically designed to be used with Salesforce sites. Because it's designed for high volumes, it should be a cost-effective option to use with Salesforce sites.

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