Get Started with Salesforce
Get Started with Salesforce Salesforce, Winter ’22 @salesforcedocs Last updated: September 22, 2021 © Copyright 2000–2021 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, 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 . 68 Verify Your Identity . 93 Personalize Your Salesforce Experience . 112 Index . 200 GET STARTED WITH SALESFORCE Welcome to Salesforce, the award-winning cloud computing service designed to help you manage EDITIONS 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 Available in: Salesforce through common tasks in Salesforce. Classic (not available in all orgs) What Is Salesforce? Available in: All editions Salesforce is your customer success platform, designed to help you sell, service, market, analyze, and connect with your customers. 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, EDITIONS and connect with your customers. Run your business from anywhere with Salesforce.
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