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.
What is Salesforce, what does Salesforce do?
Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.
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.
What are the capabilities of Salesforce?
The Ultimate Guide to Setting Up Salesforce Knowledge
- Key Points – What you need to know. Before we dive into the fun features of Lightning Knowledge, let’s knock out a few housekeeping items first that you’ll need to ...
- Content Management. ...
- Channels. ...
- Approval Processes. ...
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- Case Deflection. ...
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What is account and contacts in Salesforce?
In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you're doing business with, and contacts are the people who work for them.
What is account and opportunity in Salesforce?
Account: Specifically, a business entity or organization you intend to sell to whose information is in your database. You may have multiple contacts stored who are all part of the same account. Opportunity: In Salesforce, an opportunity is a deal in progress.
What is the use of account object in Salesforce?
Salesforce Account Objects signify an individual or an enterprise to which the Salesforce platform provides its services. These are standard in Salesforce and can store all the relevant information related to the enterprise e.g., Market Segmentation, Competition, Customer Base, etc.
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.
What is a lead account?
1:5812:01Understanding Leads, Accounts, Contact, Opportunities ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo like we store the information of that particular company or that particular. Individual intoMoreSo like we store the information of that particular company or that particular. Individual into accounts if they are prospect or our. Customers.
What is lead and case in Salesforce?
Lead is a prospect/anybody who is interested in buying the product/service. It's a pert of marketing activity. Lead is before sale cycles start. Case is after sales support. If customer facing any issues/problems with the product, to raise the same he will use Case.
What are the types of account object in Salesforce?
There are three kinds of Salesforce objects.Standard Objects − The objects already created for you by the Salesforce platform.Custom Objects − These are the objects created by you based on your business processes.External Objects − The objects which you create map to the data stored outside your organization.
What is relationship between account and user Salesforce?
The account that is gaining access to another account's data. The account that is giving access to their records to another account. This field defines the type of sharing rule this account relationship can access. It is the field that associates the account relationship to the account relationship sharing rule.
What are record types in Salesforce?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
What are cases in Salesforce?
Cases are a Salesforce tool that agents use to interact with customers to help get their problems solved — they really are the backbone of Service Cloud! Cases are powerful records in Salesforce that keep a log of customer issues, show agents a complete customer overview, and so much more, right on the platform!
What are the real accounts?
A real account is an account that retains and rolls forward its ending balance at the end of the year. These amounts then become the beginning balances in the next period. The areas in the balance sheet in which real accounts are found are assets, liabilities, and equity.
Can person accounts have parent accounts?
Person accounts don't support certain business account fields (such as Parent Account) and some contact fields (such as Reports To).
What is an account in Salesforce?
An Account is just the actual business or company, and the Contact is the person – the same person from the Lead. Where Salesforce confuses a lot of people is in the name Account. So many sales people call their book of business their “accounts”. They assume an Account is a business they’ve sold something to in the past.
What is Salesforce funnel?
One of the most fundamental aspects of the Salesforce funnel is the correct assignment of a Lead, Account, Contact and Opportunity. It is also one of the most misunderstood features for most firms setting up Salesforce for the first time. While every firm will have their own set of rules to determine what constitutes a Lead and an Opportunity, this post will attempt to provide some general rules around when to treat something as a Lead and when to convert it into an Opportunity.
Is Salesforce a qualified lead?
The key behind Salesforce’s architecture, lies in how you treat a Lead that has the potential to become a deal…one day. At some point, the Lead can no longer be considered a Lead and it should be classified as either qualified, or not qualified. In the case when a Lead is qualified, it should be converted.
Is Salesforce a tool?
Remember, Salesforce is Just a Tool. At the end of the day, Salesforce is simply a tool. A tool that is designed to take your existing business/sales processes, and embed them within its framework. Salesforce on its own won’t make salespeople sell more.
What is a person account in Salesforce?
What is a Person Account and how is the Data Structured? The Salesforce definition for Person Accounts is: “Person Accounts store information about individual people by combining certain Account and Contact fields into a single record.”.
How to understand person accounts in Salesforce?
Another way to understand Person Accounts is to view how they correspond with Leads in a Salesforce org. Any Salesforce professional that has worked with Leads understands that a company name is required to convert that Lead into a Contact that is associated with an Account for the company. This has frustrated some Salesforce Administrators who have users that put “dummy” information in the company field in order to convert their Lead. My previous company had over 1 million Contacts on a single “dummy” Account and it definitely caused performance issues when multiple Contacts associated with that Account were being accessed. Person Accounts help solve this problem by giving users to create Person Accounts straight from their Lead record.
What does it mean when a user tries to view a contact associated with a person account?
When a user tries to view a Contact associated with a Person Account, the user will be redirected to the Account (Person Account) record. This means the user only needs to navigate to the Accounts tab to manage both business Account records and their individual Accounts.
What is a person account?
A Person Account is not its own object, but it does have object features such as page layouts, compact layouts and record types . There is also a nice feature that will show you which of your Contact fields are used for Person Account records when looking at the Account fields list.
Does a person account count against storage?
A Person Account record will actually count against your storage for both the Account and Contact object. This is because a Contact is automatically created when a Person Account is created. Organizations with a large amount of individual customers will need to keep this in mind when they consider Person Accounts.
Is a person account a good fit for an organization?
When are Person Accounts a Good Fit for Your Organization. Person Accounts can benefit your organization, but it is not possible to disable the feature once you start using them. This means it is very important to do thorough research to determine if Person Accounts are a viable solution.
Is person account a risky business?
Person Accounts are not as risky as some Salesforce professionals have stated in the past and could actually be a great solution for certain businesses. Small and mid-sized companies that are mainly business to consumer should consider Person Accounts to streamline their Sales Operations. As with any feature or product, there are some disadvantages that should be reviewed before making any decisions.
