getting started logging in - girl scouts · getting started: customize my tabs 97 v.4/16/2015...

CHAPTER: GETTING STARTED SECTION: LOGGING IN

GETTING STARTED: LOGGING IN 88 v.4/16/2015

GETTING STARTED LOGGING IN Objectives of the Business Process When your administrator sets you up as a new user, you’ll receive an email including your username and a link to your organization’s Salesforce site Step-by-Step Instructions

STEP ACTION 1. Go to http://salesforce.com, then click Customer Login.

(As a shortcut, users can type https://login.salesforce.com/ to go directly to the Login screen.)

CHAPTER: GETTING STARTED SECTION: LOGGING IN

GETTING STARTED: LOGGING IN 89 v.4/16/2015

2. Enter user name and password information, then click Login. If you wish to have Salesforce remember your user name, select Remember User Name.

CHAPTER: GETTING STARTED SECTION: SET UP EMAIL SIGNATURE

GETTING STARTED: SET UP EMAIL SIGNATURE 90 v.4/16/2015

SET UP EMAIL SIGNATURE Objectives of the Business Process It is best practice to send email communication to customers directly via Salesforce rather than Outlook.

• Automatically logs activity on account. • Ensures all team members can view previous communication with customer. • Email signature provides standard and appropriate information.

Summary of Recommendations Set up Email Signature as follows: (Name) (Title)

Western Oklahoma Mary Nichols' Family Leadership Center 6100 N. Robinson, Oklahoma City, OK, 73118 T 405-‐528-‐GIRL (4475)

Step-by-Step Instructions Complete the following steps to set up an email signature.

STEP ACTION

9. Select Setup from the user menu.



STEP ACTION

10. Set Email Preferences. • Select Email (1) > My Email Settings (2). • Update your email name and address (3). • Set Automatic Bcc (4) if you would like Salesforce to automatically send copies of all emails

to your own email application (e.g., Outlook). • Customize your signature (5). This will be used in all emails that are sent from Salesforce. • Once you are done select Save (6).



STEP ACTION

CHAPTER: GETTING STARTED SECTION: SET UP A CHATTER PROFILE

GETTING STARTED: SET UP A CHATTER PROFILE 93 v.4/16/2015

SET UP A CHATTER PROFILE Objectives of the Business Process Your Chatter profile:

• Communicates who you are to your co-workers and any customers you communicate with. • Features your photo and basic information like your professional title and contact details.

Summary of Recommendations Set up your Chatter profile soon after you begin using Salesforce and update it often. See Chatter for additional How To information and instructions. Step-by-Step Instructions Complete the following steps to set up your Chatter profile.

STEP ACTION

1. Click Chatter tab and find the placeholder profile image on the left side of the page.

2. Click Your Name next to the placeholder image.

3. To update your profile photo, hover your mouse over the placeholder image, then click Add Photo. Tip: Use a photo of you and not a group of people or a pet. Chatter is a business tool so choose a photo you don’t mind showing to the CEO and your boss.



STEP ACTION

4. To update your contact information, click under your profile photo.



STEP ACTION

5. In the Edit Profile box, complete the fields on the About tab and the Contact tab. Tip: Complete your profile with details about the department you work in, your past experience, or projects you are currently working on.

6. Click Save All.



STEP ACTION

CHAPTER: GETTING STARTED SECTION: CUSTOMIZE MY TABS

GETTING STARTED: CUSTOMIZE MY TABS 97 v.4/16/2015

CUSTOMIZE MY TABS Objectives of the Business Process Customizing your tabs allows you to have quick access to the information you use most frequently. Step-by-Step Instructions Complete the following steps to customize your tabs.

STEP ACTION

1. Click the + icon to edit tabs.

2. Click Customize My Tabs.



STEP ACTION

3. Choose the tabs that will display in each of your apps. From this screen you can customize the tabs that appear and the order in which they appear.



STEP ACTION

4. Once you have finished customizing the list of tabs in the right corner, click Save.

CHAPTER: GETTING STARTED SECTION: GRANTING ADMIN ACCESS

GETTING STARTED: GRANTING ADMIN ACCESS 100 v.4/16/2015

GRANTING ADMIN ACCESS Objectives of the Business Process To assist you, your administrator or a customer support representative may need to log in to the application using your login. You can grant access to them for a specified duration. For security reasons, the maximum period for granting access is limited to one year. During the time you have granted access, they can use your login and access your data to help you resolve any problems. Step-by-Step Instructions Complete the following steps for granting admin access.

STEP ACTION

1. At the top of any Salesforce page, click the down arrow next to your name.

2. From the menu, select Setup or My Settings (depending on available options).

3. From the left pane, select one of the following: • If you clicked Setup, select My Personal Information > Grant Login Access.



STEP ACTION

• If you clicked My Settings, select Personal > Grant Account Login Access.

4. From the list, select an access expiration date. Note: It is recommended that you select at least one week duration.

5. Click Save.



STEP ACTION

getting started logging in - girl scouts · getting started: customize my tabs 97 v.4/16/2015...

Documents