How to Quick Start Salesforce in 10 min

Kritik Garg

I hope you will find this blog post helpful.

If you need any support with Salesforce, please do not hesitate to Contact Me.

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
  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 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.

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  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 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.

Kritik Garg

Kritik Garg

Freelance Salesforce Developer & Consultant

Kritik Garg is a highly skilled Salesforce developer and consultant with a proven track record of successfully completing projects of various sizes and complexities, from short-term assignments to long-term partnerships. He is the founder and CEO of Arrify, and is available to work on projects in the United States, United Kingdom, and Australia.
If you are looking for Salesforce Assistant, contact Kritik now.
Kritik has extensive experience working with various industries, including banking, healthcare, education, telecommunications, and manufacturing. He is an expert in Salesforce Sales, Service, and Marketing cloud, and is skilled in programming and developing various Salesforce features, such as APEX Programming, Lightning framework, VisualForce pages, Triggers, Workflows, Page Layouts, Roles, Profiles, Reports & Dashboards.

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