how to set up salesforce for company

What is company information & how can I see this Salesforce?

The Company Information page shows all the important information about your company (listed here in alphabetical order). The page also includes the user and feature licenses purchased for your organization.

What are the three main categories in the Setup menu in Salesforce?

There are three main categories in the Setup menu: Administration, Platform Tools, and Settings.

How do I maintain Salesforce org?

Set Up and Maintain Your Salesforce OrganizationTry Out Salesforce. ... Plan Your Salesforce Rollout. ... Get Personalized Guidance While Setting Up and Enhancing Salesforce. ... Set Up Your Company in Salesforce. ... Manage Your Salesforce Account. ... Manage Users. ... Manage Data Access. ... Back Up Metadata to Protect and Restore Your Customizations.More items...

How do I create a Salesforce lightning account?

How to add new account in Salesforce lightningWelcome. In this guide we will learn how to add new account in Salesforce.Click "App Launcher"Click "Sales"Click on "Accounts"Click on "New"Enter Account Name.Select Account type.Enter Phone number.More items...

How long does it take to implement Salesforce?

How long does a Salesforce implementation take? Salesforce implementation time can vary based on organizational requirements. On average, it could take 3 to 4 weeks and this time can be much longer in some cases. Understanding common best practices in salesforce implementation can increase speed and minimize costs.

What is API in Salesforce?

API stands for Application Program Interface. Salesforce APIs are a way for other applications (or code in other applications) to programmatically access data within your Salesforce org, in a simple and secure manner.

How do you keep data clean in Salesforce?

6 Easy Ways to Keep Your Salesforce Database CleanerBye-bye Duplicates. ... Revisit Qualified Lead Definition- Often!Remove the @bogus.email Addresses. ... User Training (Wash, Rinse and Repeat.) ... Make Free Form Fields Not so Free Form. ... Implement a DNR (Do Not Resuscitate) Policy.Protect Yourself from Yourself.More items...

How do you maintain data quality in Salesforce?

Data QualityManage Duplicate Records. Maintaining clean, accurate data is one of the most important things you can do to get the most out of Salesforce. ... Integrate Third-Party Data with Your Records. ... Use Data.com to Find Leads and Keep Your Data Current and Complete.

How do I clean up Salesforce org?

3 Steps To Clean Out Your Salesforce OrgIdentify the objects which are used most often by the most people to create the most beneficial record layout. ... Create configuration workbooks to find out what's going on in your org. ... Do an object-by-object analysis.

How many types of accounts are there in Salesforce?

two typesThere are two types of accounts. Business accounts store information about companies. Person accounts store information about individual people.

How do I create a sales account in Salesforce?

To create new account go to Accounts Tab. Click on Accounts Tab and select New as shown below. After selecting new we are taken to new page where we are required to enter Account information, address information and Additional Information to create new account.

How do I create a sales user in Salesforce?

Read the guidelines for adding users.From Setup, in the Quick Find box, enter Users , and then select Users.Click New User.Enter the user's name and email address and a unique username in the form of a email address. ... In Professional, Enterprise, Unlimited, Performance, and Developer Editions, select a Role .More items...

Manage Information About Your Company

The Company Information page shows all the important information about your company (listed here in alphabetical order). The page also includes the user and have licenses purchased for your organization.

Allow the desired Domains

To enable your users to access Salesforce, you need to add the quality Salesforce domains to your list of allowed domains.

Customize the program

Give your users the simplest working experience you'll be able to by putting in the interface to fulfill their needs.

Create the Lightning Experience Home Page

We are here to give our users everything which he has to manage his day from the home page in Lightning Experience. Our sales representative can also see his quarterly performance summary & acquire necessary updates on critical tasks & opportunities.

Customize Record Page Settings

Customize the experience users have when working with records in Lightning Experience.

Set Up Search

Now we discover which objects and fields are searchable. Then Customize search settings and search result filters, also lookup search. Learn the way to boost the search experience for the users.

Customize Reports and Dashboards

Set up reports and dashboards to deliver information to your users within the ways in which work best for them.

Step 1: Configure My Domain

While production orgs that were created in Winter ’21 and later have My Domain by default, you can change it if it hasn’t been configured to your business’s needs. You’ll need to ensure My Domain is set up appropriately if you want to use single sign-on (SSO) or Lightning components.

Step 2: Turn on Login As

Troubleshooting, reproducing errors, and testing are all vital to your success as an admin. Thankfully, you’ve got Login As in your toolkit!

Step 3: Configure Who Sees What

Configuring data access and visibility is an important and complex aspect of being an admin. When you’re rolling out a new Salesforce org, you’ll want to spend time reviewing our Who Sees What video series, Essentials Habits: Security video, and Sharing and Visibility trailmix.

Step 4: Show some sandbox love

Non-production environments are one of my favorite things. If I provision myself a developer sandbox and blow it up, I can simply spin up a new one and begin fresh.

Introduction

You got a new Marketing Cloud account and you’re super excited to get started! But where do you start? Don’t worry—we’ve got you covered. We’re going to walk you through the most important information you need to start administering your new Marketing Cloud account.

Getting to Know You

Marketing Cloud is an any-size business solution. Whether your company is a team of 10 or a team of 10,000 in 10 countries, you can use Marketing Cloud in a way that fits your company’s needs. Marketing Cloud is currently available in Basic, Pro, Corporate, or Enterprise.

Account Settings

Now that you know a bit about your Marketing Cloud account, it’s time to configure some default settings. Let’s start with some basic settings that are applied to all the users of your Marketing Cloud account, including any users you add in the future.

Security Settings

Marketing Cloud includes several settings to help you keep your account secure. In Marketing Cloud Setup, use Quick Find to navigate to Security Settings. There are several settings you can manage for all users of your Marketing Cloud tenant, including session timeout, requiring a secure connection, expiration for logging in, and much more.

Privacy and Data Protection Law

Before you start using Marketing Cloud, we highly recommend you take the Learn Privacy and Data Protection Law trail. If your business collects, stores, or uses personal information for European or US citizens, it is critical that you understand the impact European Union and US privacy laws can have on your business.

Company Information in Salesforce Setup

Click on the gear icon at the top of the page and launch Setup On the left-hand side you will see the Quick Find Box type Company Information.

How to add Company Information in Salesforce?

Click on the gear icon at the top of the page and launch Setup On the left-hand side you will see the Quick Find Box type Company Information.