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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
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:
Voila! Now you are In
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
Your Salesforce admin can create custom Home pages that appear for different profiles, so you may see different features on your Home page.
An account is a company you’re doing business with, and contact is someone who works at that account.
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.
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.
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.
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.
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