How to Log In to Service Cloud - dummies

By Jon Paz, T. J. Kelley

Because Service Cloud is entirely cloud-based, all you really need in order to access it is an Internet connection. (Well, you’ll also need a username and a password.) You can log in from your office and then pick up where you left off in your hotel while traveling in Tokyo.

Salesforce has many security measures in place to protect your identity and ensure that your company’s sensitive data is not at risk.

Open sesame: Setting up a password

The first thing you have to do in order to set up your password is to have your administrator click a button on your user record that generates a Salesforce system email with the subject line “ password confirmation.” This email provides you with your username and a temporary password. The email contains a link that you can click, and it will take you to a page where you can change your password.

Open the email and then follow these steps:

  1. Click the link that appears after Log In Automatically by Clicking.

    The Change Password page appears, welcoming you to Salesforce and prompting you to set a password for your account.

  2. Fill in the required fields and click Save.

    The Home page appears. The Home page is the initial entry page you see after logging in to Salesforce. It has multiple components that are customizable based on your preferences and role in the organization.

    The Salesforce Home page.
    The Salesforce Home page.

Resetting your password

You’re bound to need to reset your password someday. If you lost or forgot your password, you can click the Forgot Your Password? link after failing an attempted log in. You’ll need to enter your username and then you’ll get an email with a password reset link; click that link, answer your security question, and reset your password.

If you want to change your password and you remember what the current one is, log in and follow these steps:

  1. Click the down arrow next to your name and then click Setup.

    You may not have access to this area if you aren’t an administrator. If this is the case, contact your administrator and have him reset your password for you.

  2. From the sidebar, under My Settings, click the + (plus sign) to the right of the first drop-down, Personal.

    A drop-down list of personal information settings expands.

    The sidebar is the vertical panel running down the left side of the screen. It contains quick links to recent items and other at-a-glance, useful information.

  3. From the expanded selection, click Change My Password.

    The Change My Password page appears.

  4. Enter the requested information in the appropriate fields and click Save.

    The main Personal Information page appears, and your password is changed.

Periodically change your password to protect your data. If your company’s administrator chooses to have passwords expire automatically after specified periods, you’ll be required to change your password periodically.

The Change My Password page.
The Change My Password page.

Logging in and authenticating

Logging in to Salesforce is very similar to logging in to any other software as a service (SaaS) application, such as your email service. To log in to Salesforce, open your web browser and follow these steps:

  1. Type in the address bar and press Enter.

    The login page appears.

    The login page.
    The login page.
  2. Enter your username and password.

  3. Click Log In to Salesforce.

    The Home page appears.

If you’re logging in from a computer that Salesforce doesn’t recognize, you may be prompted to enter a verification code and authenticate your computer. If so, Salesforce will send an automated email or text message to the email address or phone number associated with your username. The message contains a verification code that you can type where prompted in Salesforce. This way you authenticate your computer and Salesforce verifies your identity.