New to Salesforce? Learn how to navigate, customize, and manage basic CRM features.
- Usernames and Passwords
In Salesforce, each user is identified with a username, password, and profile. Together with other settings, the profile determines which tasks a user can perform, what data the user can see, and what the user can do with the data. - Log In for the First Time
Your welcome email includes your login information and a link to your company’s Salesforce org. Use what’s in the welcome email to log in for the first time. - Log In with Your Email Address
Enter your email address instead of your username to access your Salesforce user account. If you have more than one user account, each is shown. Select the account to log in to, and complete the authentication process. - Verify Your Email Address and Return Email Address in Salesforce
To send email from Salesforce, verify your email address. And to use a different return email address for email from Salesforce, verify that email address, too. - Change Your Password
After you log in, you can change your password for better security. If you lost your password, click the Forgot Your Password link on the login page to reset your password via email. - Change Your Security Question
If you forget your password and have to reset it, you’re sometimes required to verify your identity by answering a security question that you previously chose. You can change the security question and answer on the Change My Password page in your personal settings. - Download Plug-Ins for Documentation and Online Training Courses
The Salesforce PDF documentation and online training courses use free plug-ins like Adobe Reader and Macromedia Flash Player. - Navigate Salesforce
At the top of each Salesforce page are tabs and links for navigating to major features in Salesforce. - Search Across Salesforce
Welcome to Einstein Search, on by default in Lightning Experience. Einstein Search boosts productivity right from the global search box. Get search results that are more actionable and tailored to how you work in Salesforce. Whether you’re searching for records, knowledge articles, or across Chatter feeds, Einstein Search gets you the right information. - Set Up Your Chatter Profile
Your Chatter profile describes who you are to your coworkers and any customers you communicate with. It features your photo and basic information like your professional title and contact details. - Explore the Salesforce Setup Menu
Salesforce includes many options for setting up, maintaining, and customizing your organization. If you’re a Salesforce administrator or developer, you use the Setup menu frequently. - View and Display FAQ
Common questions around popup windows, buttons, links, and other display elements on Salesforce pages. - Tips for New Users
Some tips to help you become a fast, productive Salesforce user on day one.