- Log in to your Salesforce CDP instance with the link provided in your admin email.
- Reset your password when prompted on-screen.
- Navigate to Setup from the dropdown.
- Type users into the Quick Find field.
- Click Users.
- From the user screen, click your username.
- From your User page, under Permission Set Assignments click Edit Assignments.
- Select the Salesforce CDP Admin permission set and click the Add arrow icon.
- Click Save.
Full Answer
How do I create a customer account in Salesforce?
Create a new account record type called Customer Account. From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details. In the Make Available column header, deselect the checkbox. In the Make Available column, select these profiles. Click Next.
How do I create a new record type in Salesforce?
Creating record types will allow them to simply choose from Consulting or Education in these cases. Let's get to it. Create a new account record type called Customer Account. From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details.
How do I assign users to a Salesforce CDP instance?
Log in to your Salesforce CDP instance with the link provided in your admin email. Reset your password when prompted on-screen. Navigate to Setup from the dropdown. Type users into the Quick Find field. Click Users. From the user screen, click your username. From your User page, under Permission Set Assignments click Edit Assignments.
Why add users to your Salesforce account?
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most.
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How do I create an account type in Salesforce?
Add or Edit Account Types in Salesforce EssentialsClick on the gear icon on the top right and go to Setup.Click on the Object Manager tab.Click Account.Click on Fields & Relationships.Click Type.Under "Account Type Picklist Values" you can click New to add values, Deactivate to remove values, or reorder the values.
How do I create a customer in Salesforce?
Create a Customer UserFrom the contact record page, click the account name in Related Accounts.Select Manage External User > Enable User.From the New User page, in the General Information section, select the following: ... Save your changes.From the contact record page, select Manage External User > Enable User.More items...
What is a customer type?
A Customer Type is a group of visitors to your site that can be defined by you. It is useful in providing unique content to a group of visitors defined as a Customer Type. Some of the areas where Customer Types are commonly used are: Pricing: To define pricing levels of different types of customer types.
Can you change an account type in Salesforce?
Go to Setup > Administer > Manage Users > Profiles. Select your profile (likely System Administrator). Under Object Settings, select Accounts. Click Edit and at the top, make sure Organization (and any other record type) is marked as "Available" ...
How do I enable a customer/user in Salesforce?
On the contact detail page, click the actions dropdown and select Enable Partner User or Enable Customer User. This option creates a user record in your Salesforce org with some details prepopulated from the contact record.
How do I create a customer community in Salesforce?
How to create communities in salesforce? To create communities go to setup -> Build -> Customize -> Communities -> Manage Communities -> and click on New communities button . And enter name, description and url and click on create button.
What are the 4 types of customers?
The four primary customer types are:Price buyers. These customers want to buy products and services only at the lowest possible price. ... Relationship buyers. ... Value buyers. ... Poker player buyers.
What are the 3 types of customers?
The Three Customer TypesThe decisive customer. This customer type has decided to proceed through the decision making process quickly in order to complete the purchase. ... The learning customer. The learning customer type starts out with no knowledge at all of the product. ... The impulsive customer.
What are the 7 types of customers?
Here's what you discover:Lookers. Some visitors are “just looking.” They're not after anything in particular. ... Bargain Hunters. Some shoppers have heard you're having a sale. ... Buyers. Some people are there on a mission. ... Researchers. Some are researching. ... New Customers. ... Dissatisfied Customers. ... Loyal Customers.
What is account type in Salesforce?
There are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.
Is person account an account or contact?
A Person Account is a type of Account in Salesforce that doesn't have related Contacts. They behave very similarly to Accounts but they represent an individual rather than a company. Salesforce Person Accounts are a hybrid of the Account and Contact objects, blending their characteristics into one.
Is person account same as contact in Salesforce?
Contacts are set to Controlled by Parent, or accounts and contacts are both set to Private. As with contacts, you can link person accounts to social network profiles. Person accounts count against both account and contact storage, because each person account consists of one account and one contact.
What is Salesforce contact and account records?
Salesforce contact and account records as well as data from Google Analytics 360 are a treasure trove of information for your customer satisfaction studies. You can use this information to build custom reports for customer satisfaction analysis based on the following data:
What is Salesforce account object?
Salesforce account object. The creation of full customer profiles starts with Salesforce accounts used to store information about all companies that you’re doing business with as well as other companies that may interact with you in your work process.
What data can you store in Salesforce?
In this Salesforce object, you can store the following data items: 2. Salesforce contact object. Apart from a company’s data itself, Salesforce allows you to store contact information about key decision-makers, key buyers and other influencers of each particular company.
How to track closed lost opportunities in Salesforce?
In Salesforce, you can track reasons of closed lost opportunities by adding two mandatory custom fields – “Closed Lost Reason” and “Closed Lost Detail.” Tracking these fields, your sales can learn from past mistakes and prevent them in the future.
Does Salesforce integrate with ERP?
Answering this question implies Salesforce integration with ERP and accounting systems. With this integration, you can increase visibility of data that will be used by different departments (e.g., sales and finance) and let your sales, account and customer service teams make faster, smarter and more informed decisions.
Implementation Steps
Now that you have some awareness of the user interface and roles, let’s review your initial Salesforce CDP implementation steps as admin. Here’s an overview of the eight steps that we cover in more detail next.
Step-by-Step Instructions
Remember, in this module, we assume you are a Marketing Cloud and Salesforce CDP admin. If you’re not an admin, that’s OK. Read along to learn how your administrator would take the steps in a production org. Don’t try to follow these steps in your Trailhead Playground. Salesforce CDP isn’t available in the Trailhead Playground.
Update Your Admin User
Once you purchase Salesforce CDP, you receive an admin email with login information. Follow these steps to set up your user with the proper permissions.
Create Profiles
Now let’s get back to setting up your users. We start by creating profiles for each of the other three user roles. Here’s how.
Add Users and Permission Sets
Now that profiles have been created, let’s walk through the steps to create users and assign permission sets. You can do this now or come back to this step later.
What is Salesforce Campaign?
In addition to the common use of Campaigns as a place to manage marketing tactics or a tool to measure financial or social return on investment (ROI), Campaigns are also another strategy for managing types of people and grouping or segmenting your Contacts or Leads.
Why should you assign contacts to a category?
Some Contacts can be assigned to a category because of their activities (donations, applications submitted, cases logged, etc).
Why are some contacts assigned to a category?
Some Contacts can be assigned to a category because of their activities (donations, applications submitted, cases logged, etc). For example, a contact who makes a donation becomes a “donor” or a contact who has submitted an application becomes a “client.”. Other categories might be determined manually.
Can a contact be a donor in Salesforce?
Of course a contact can be part of multiple categories at once. Contacts can be both a donor and volunteer for instance. Or a client and a volunteer. Here are 5 ways of categorizing or grouping contacts in Salesforce: 1. Custom Fields. Custom fields allow you to tailor your database to your unique business needs.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
Introduction
Noah Larkin would like a few more things tweaked for his teams. He'd like you to set up some page layouts (next step of this project), but first you need to lay the groundwork by creating record types. Record types determine the business processes, page layouts, and picklist values users have access to.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Learning Objectives
Implementation Steps
Step-By-Step Instructions
Update Your Admin User
Provision Customer Data Platform
Create Profiles
- Now let’s get back to setting up your users. We start by creating profiles for each of the other three user roles. Here’s how. 1. Navigate to the Setup gear and click Setup. 2. Type profileinto the Quick Find field. 3. Click Profiles. 4. Locate the Identity User and click Clone. 5. In the Profile Name field, enterMarketing Manager. 6. Click Save. 7...
Add Users and Permission Sets
Resources