How to Access Salesforce - dummies

By Tom Wong, Liz Kao, Matt Kaufman

You need to log in to your account to access your company’s instance of Salesforce because every company’s Salesforce website is different, and salesforce.com goes to great lengths to protect your information.

Setting up a password

The first time you log in to the Salesforce service, you receive an e-mail. To set your password, follow these steps:

  1. Open the e-mail and click the link provided.

    A page appears, prompting you to set a new password and security question.

  2. Complete the fields.

    Be sure to select a question and provide an answer that can verify your identity if you forget your password. Use this password from now on unless your administrator resets the password.

  3. When you’re done, click Save.

    The home page of Salesforce appears.

Logging in to salesforce.com

You log in to Salesforce just as you would any other secure website.

To log in, open a browser and follow these steps:

  1. In your browser’s address bar, type login.salesforce.com and then press Enter.

    The salesforce.com login page appears as shown in the figure.

  2. Enter your username and password and then click the Login button.

    Your username is typically your corporate e-mail address. Select the Remember User Name check box if you want your computer to remember it. After you click the Login button, your main home page appears.

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To save yourself steps when logging in, use your browser tools to bookmark the login page.

For security purposes, Salesforce notices whether you’re trying to log in to the website from a different computer or a different browser than the one you first used.

If this happens, make sure that you have access to your e-mail inbox or mobile phone because Salesforce e-mails or SMS messages you a confirmation code to confirm that you are who you say you are (and that you’re just using a different computer or browser to log in).