how to setup salesforce org

How do you set up Salesforce?

Salesforce went one better and experimented with meeting-free ... The first few days were a bit jarring for some, particularly those who have a daily stand-up meeting to prioritize workloads and update team members. "Daily stand-ups are really important ...

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 to create custom setting in Salesforce?

Note

1. Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. ...
2. Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. ...
3. Replace Apex Code with SOQL Queries

How to setup live agent in Salesforce?

Set Up Web Chat

• Log in to your organization, and if you’re in Salesforce Classic, switch to Lightning Experience.
• Click the Setup gear icon and select Service Setup.
• Under Recommended Setup, click View All.
• Enter Chat in the search box and select Chat with Customers.
• Read the prompt to learn about what this flow sets up, then click Start.

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How do I create a Salesforce org id?

You can retrieve your Salesforce Organization ID (Also referred to as "ORG ID") from the Salesforce Setup or DC Setup....DC Setup.1.Navigate to the DC Setup page.2.At 'General Setup', click 'License'.3.Find your Organization ID at "Organization ID".

How do I create a new org?

Creating a new organization from scratchIn the upper-right corner of any page, click your profile photo, then click Settings.In the "Access" section of the sidebar, click Organizations.In the "Organizations" section, click New organization.Follow the prompts to create your organization.

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...

What is the difference between Salesforce Com and Salesforce org?

The major difference between the two is that while Salesforce.com caters to businesses, Salesforce.org focuses on nonprofit organizations, higher education and K12 education. The products offered by Salesforce.org are also different and more focused on the specific types of organizations they serve.

How do you create a team in org?

Try it!Go to products.office.com/microsoft-teams, and select Sign up for free.Type in your Microsoft account email and select Next.Choose an option and select Next.Enter your password and select Sign in.Add the final details and select Set up Teams.Choose how to open and use Teams:

How can I create an org account in Gmail?

Create an organizationGo to business.google.com/agencysignup.Enter your agency's website address.Sign in with an email address on your agency's domain.Confirm that this is your agency's primary Google Business Profile account.Enter more information about your agency and additional owners.More items...

How is Salesforce organized?

An organization is the virtual space provided to an individual customer of Salesforce. Your organization includes all of your data and applications, and is separate from all other organizations." When a customer purchases Salesforce, they are provided with an org which acts as the container for all their data.

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 do I keep Salesforce data clean?

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...

Is Salesforce org a foundation?

Foundation. The Salesforce Foundation helps young people reach their full potential by supporting Education, Workforce Development, and Child Welfare and Thriving Communities programs.

What does org mean in Salesforce?

An Org is your specific organization's data and meta data. Salesforce has multiple orgs residing on the same instance. Your data is itself contained within your org which can share the same instance as hundreds or even thousands of other orgs.

Is Salesforce org a non profit?

Salesforce.org - #1 CRM for Nonprofits and Education.

How to make Salesforce look like yours?

Make Salesforce look like yours by adding your company logo in the upper left-hand corner of the application. This makes it clear to users that Salesforce is theirs to use. In order to do this, you need to create a custom App. An App is a way to organize your tabs and allows you to change the logo.

What is a sandbox org?

Sandbox orgs are replicas of your Production org where it is safe to experiment with new customizations and features without affecting your company’s real-time data. Once you’ve tested your customizations in Sandbox, you can seamlessly push them into your Production org when you are ready.

What is Salesforce Trailhead?

Salesforce Trailhead is an incredible resource for training. All your users should go through the basic trailheads designed to familiarize them with general Salesforce usage. Trailheads are easy to use and generally pretty entertaining. Users will earn badges and advance their levels as they complete Trailhead modules.

Is Salesforce a good tool?

Salesforce provides a great collection of out-of-the-box communication templates to get you started. However, they truly are samples. You’ll want to use them as a reference tool to create the templates you will need going forward.

Why Use Postman to Access the Salesforce APIs?

Salesforce exposes a rich set of application program interfaces (APIs) that integrate with third-party systems. All of these APIs are thoroughly documented, but how can you quickly try them on a given org, or better yet, on multiple orgs? Postman helps you discover, explore, and test integration options with the Salesforce APIs.

Create a New Trailhead Playground

For this project, you need to create a new Trailhead Playground. Scroll to the bottom of this page, click the playground name, then click Create Playground. It typically takes 3–4 minutes to create a new Trailhead Playground.

Get Your Trailhead Playground Username and Password

Let’s get started by opening your Trailhead Playground. Scroll to the bottom of this page and click Launch. If you see a tab in your org labeled Get Your Login Credentials, great! Skip ahead to step 1. Otherwise, from the App Launcher ( ), find and open Playground Starter and follow the steps.

Set Up Cross-Origin Resource Sharing in Salesforce

Cross-Origin Resource Sharing (CORS) allows code running in a web browser to communicate with Salesforce from a specific origin. Let’s add the URL patterns for Postman.

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.