April 24, 2022

How to Quick Start Salesforce in 10 min

If you are here, you may already know what is Salesforce?

So let's start using Salesforce.

After reading this post, you will be able to

  • Signup
  • Login, and
  • Store basic business data into Salesforce.

Sign up

  1. In your browser go to Sign Up for Salesforce.
  2. Fill in the fields about you and your company.
  3. In the "Email Address" field, enter email address.
  4. In the "Username" field, enter email address you used in the previous step.
  5. Resolve the Captcha(if needed) and click Sign me up.
  6. As a result, you'll receive an email with a login link. Click the link and change your password.

Note: Username must in email format. But it can be anything. You may use any domain. It is not going to send you email on this.

How to Login:

  1. Go to login.salesforce.com
  2. Enter your username and password
  3. Click Log in to Salesforce .

Voila! Now you are In

Welcome to Salesforce

Once you’re logged into Salesforce, you’ll be directed to Home.

Home

Home is the first place you’ll land when you log into Salesforce.

From Home, you can

  • Monitor your performance and goal
  • Get insights on key accounts
  • Can access the Assistant,
  • A list of things to do and places to be.
  • Get insights News
  • Focus your selling activities on your Top Deals

Your Salesforce admin can create custom Home pages that appear for different profiles, so you may see different features on your Home page.

83b266b2d3b9816d5263ec611970e3cc lex home full callouts
  1. Performance Chart: Monitor and update your performance to goal.
  2. Assistant: Stay on track by seeing the leads and opportunities that require your attention.
  3. News: Get insights at a glance on your important accounts.
  4. Upcoming events: See the next five meetings on your calendar today.
  5. Today’s tasks: See up to five tasks due today.
  6. Recent records: Access links to recently viewed records.
  7. Top deals: View your top open opportunities in a convenient list.

Accounts and Contacts

An account is a company you’re doing business with, and contact is someone who works at that account.

Dreamforce map

You can create accounts and contacts from these tabs.

Opportunities

Opportunities are deals in progress. In Salesforce, you can create opportunities for existing accounts or by converting a qualified lead. 

Let’s start by creating an opportunity record where we can track our progress.

  1. On the Opportunities tab, click New.
  2. If your org has more than one record type for opportunities, select the type that best represents this opportunity.
  3. Give the opportunity a name: Get Cloudy - 50 Custom Sneakers.
  4. Select the account that the opportunity is related to.
  5. Choose a close date for the opportunity.
  6. Select the opportunity’s current stage. For now, let’s use Needs Analysis. Salesforce adds a probability based on the stage selected. If the probability isn’t accurate, you can change it.
Add detailed information to a new opportunity.

Click Save.

Contact Roles on Opportunities

Contact roles on opportunities tell you which contacts you’re dealing with and how each contact is related to the opportunity. You can also use contact roles to link contacts from other accounts to the opportunity.

The Contact Roles related list on an opportunity.
Add a contact’s name and role in the Edit Contact Roles window.

Take a minute to add Lars as a contact for the Get Cloudy Canada account. Then continue on to add his contact role for the opportunity you created.

  1. In the Contact Roles related list of an opportunity, select Edit Contact Roles.
  2. Enter a contact.
  3. Choose a role. If you don’t select a role or the role is set to None, changes you make to this role aren’t saved.
  4. If you like, select a primary contact for this opportunity.
  5. Click Save.

Now you can use Salesforce to store accounts, Contact, and Opportunity.

Next, you can check out How to create custom fields on objects. So that you can store more information.