In this Salesforce Tutorial, we will talk about the following topics:

Introduction to Salesforce Account

In order to work on Salesforce, you need to create a Salesforce login account, where you can log in and work according to your requirements. You can choose one of the many available Salesforce login editions. However, in this Salesforce tutorial, we will create a Salesforce Developer login account.

How to Create a Salesforce Login Account?

Salesforce allows you to create a free Salesforce Developer login account to explore and experience its various features and apps. It provides a drag-and-drop feature to do so. Salesforce developers can use this account to create new applications.

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Steps for Creating a Salesforce Account Login

  • You need to visit the Salesforce Developer website to create your Salesforce Developer account. Click on the Sign-up option located at the top right corner.

How to create a Salesforce Developer account

  • Once you click on the Sign-up option, you will see the following screen having a simple form to fill in the details.

Once you click on the Sign-up option, you will see the screen with a short form. As shown below

  • Fill in your details such as name, email, job role, the company you’re working in, your country, postal code, and your username. The username you create should be in the form of [email protected]

  • Then hit Sign me up.

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  • After signing up, you will get a verification email in your inbox from Salesforce. Verify your email ID and change your password; this is a mandatory step while creating a Salesforce Developer login account.
  • Here is the home page of a Salesforce Developer

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Guidelines for Creating a Salesforce Account Login

  • When creating a Salesforce Developer login account, permissions need to be set for both accounts and contacts.
  • When the record types are created by the admin, you need to decide on the preferred record type.
  • In order to check if various business accounts are linked together, you need to fill the parent account field.
  • The parent node of a business account should be categorized as location, designation, service department, etc.
  • If the divisions are defined by the admin, then the default division will automatically get selected. Otherwise, a different division can be set manually.
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Salesforce Accounts Key Fields

Salesforce Account Objects can be enhanced to function better by enabling the Associated Fields. Associated Fields are the unified data points that are found in the objects. You can store the respective information in these fields, which can be retrieved whenever needed. Some examples of Salesforce Developer Account Key Fields are as follows:

  • Account Name: This is the distinctive title of the account.
  • Account Owner: This is the name of the subject enterprise account.
  • Account Number: This is the tracking number of the account.
  • Annual Revenue: This records the Cumulative Annual Revenue of the account.
  • Industry: This is the name of the sector the account belongs to.
  • Parent ID: This is the Parent Account if any.
  • Shipping Country: This is the name of the country the enterprise ships to.

Features for Enhancing the Salesforce Account Objects

There are certain features that can help you enhance the Salesforce Account Objects:

  • Account Logos
  • Automating Fields for Accounts
  • Salesforce News

Account Logos

Account Logos help in making the account more intuitive and appealing. You can add logos to key accounts in Salesforce. To enable the Account Logos, you can follow the steps below:

  • Network Access permissions have to be granted and only then will the Account Logos work properly.
  • Look for Setup in the Quick Find Box, and select Account Settings.

Account Logos

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  • Select Enable Account Logos and click Save.

Automating Fields for Accounts

Entering data manually in the Account Fields can be tiresome. To deal with this, Salesforce offers Automating Account Fields. It automatically fills in the data as the user starts entering, and the account is found.

To use this feature, follow these steps:

  • Network Access permissions have to be granted and only then will the Account Logos work properly.
  • Look for Setup in the Quick Find Box, and select Account Settings.

Check the option Enable Automated Account Fields. Click Save.

Automating Fields for Accounts

Salesforce News

Salesforce News provides users with all the relevant news about an account including the target market, industry sector, trends, etc. The news can be displayed on the home tab or any of the lists. Users get the option to choose from either a List display or a Carousel display. You can access this feature from the Lighting Builder App Setup.

Salesforce News

Image source: SalesforceBen

Conclusion

In this section of the Salesforce tutorial, you learned how to create a Salesforce Developer login account. Now, you can go ahead and create a Salesforce login and start exploring and creating new things according to your needs. In the next section, you will learn about the Data Types, Field Types, and Components of Salesforce.

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Course Schedule

Name Date
Salesforce Certification 2022-05-14 2022-05-15
(Sat-Sun) Weekend batch
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Salesforce Certification 2022-05-21 2022-05-22
(Sat-Sun) Weekend batch
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Salesforce Certification 2022-05-28 2022-05-29
(Sat-Sun) Weekend batch
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3 thoughts on “Salesforce Account Login and Manage Guide”

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