Get Started with Salesforce

Get Started with Salesforce

Salesforce, Winter ¡¯25

Last updated: August 23, 2024

? Copyright 2000¨C2024 Salesforce, Inc. All rights reserved. Salesforce is a registered trademark of Salesforce, Inc., as are other

names and marks. Other marks appearing herein may be trademarks of their respective owners.

CONTENTS

Get Started with Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

What Is Salesforce? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Log In, Navigate, and Search Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Verify Your Identity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Personalize Your Salesforce Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

GET STARTED WITH SALESFORCE

Welcome to Salesforce, the award-winning cloud computing service designed to help you manage

your customer relationships, integrate with other systems, and build your own applications! Here

are some key concepts to help you understand the Salesforce products and editions and guide you

through common tasks in Salesforce.

What Is Salesforce?

Salesforce is your customer success platform, designed to help you sell, service, market, analyze,

and connect with your customers.

EDITIONS

Available in: Salesforce

Classic (not available in all

orgs)

Available in: all editions

Log In, Navigate, and Search Salesforce

New to Salesforce? Learn how to navigate, customize, and manage basic CRM features.

Verify Your Identity

Use identity verification tools to secure and protect your data from unauthorized access.

Personalize Your Salesforce Experience

Update your personal information, for example your email address. Change your password and security question. If you have

administrator permissions, you can also customize your Salesforce org.

What Is Salesforce?

Salesforce is your customer success platform, designed to help you sell, service, market, analyze,

and connect with your customers.

EDITIONS

Run your business from anywhere with Salesforce. Use standard products and features to manage

relationships with prospects and customers, collaborate and engage with employees and partners,

and store your data securely in the cloud.

Available in: both Lightning

Experience and Salesforce

Classic

But standard products and features are only the beginning. With our platform, you can customize

and personalize the experience for your customers, partners, and employees and easily extend

beyond out of the box functionality.

Your Salesforce edition

determines which features

and functionality you can

access.

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