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[2020] Ultimate User guide for Salesforce CRM

Updated: Oct 30, 2020


Today, companies rely on customer data to make business decisions. Sometimes, this data is scattered across various systems, which makes a difficult process. This is where a cloud-based CRM system like Salesforce can help. It helps to consolidate all your business information at one place. You can access it anywhere to derive insights on your business.


1. Salesforce was named as the leader in the Gartner Magic Quadrant for CRM for the ninth consecutive year in 2017.

2. Salesforce is used by over 10,000 customers across the globe.

3. The customer relationship management cloud is offered in several categories such as Sales Cloud, Commerce Cloud, Data Cloud, Service Cloud, Community Cloud, Marketing Cloud, App Cloud, Analytics Cloud, and IoT.

4. Today, about 88% of Fortune 500 companies are known to use at least one Salesforce App.

5. Salesforce accounts for 20% of the global marketshare for CRM.

6. Sales Cloud is the most popular category of Salesforce and it contributes to 41% of the company’s revenues.

Benefits of Salesforce

1. Salesforce is cloud-based and easy to use.

2. It can be easily customized to meet your business requirements.

3. Salesforce can be easily integrated with various business tools.

4. It offers mobile CRM, which makes it easy for you to identify, analyze, and work on opportunities even if you are on a holiday.

5. Salesforce introduces at least three updates every year, and these updates are automatically made in your account.

How to Set Up a Salesforce Account

1. Sign Up for Free

Visit Salesforce website and Click on TRY FOR FREE to set up a free account.

It will take you to a free trial page, where you can sign up for a free sales trial.

The Sign Up form requires you to add all-important personal information such as

l Name

l Work Email

l Job Title

l Company

l Number of Employees

l Phone

l Country

This information will be stored in the Salesforce database. It will serve as your primary business information. Click on START MY FREE TRIAL after adding the information.

You will be led to a sample dashboard that prepares you to welcome a real sales board.

Next, you need to complete a set of tasks before you start using Salesforce.

2. Personalize Your Settings

Personalization will help you organize all data in one place. Also, it will help reduce confusions. To personalize, click on the gear icon that you can see on the right side of the sales dashboard or the home page.

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Choose Setup >> Company Settings from left pane display on the website.

Here you can see a list of settings available for personalization. These options are only available in Classic and Lightning versions.

Ø Business Hours: In this, you can set business hours name, timezone, and actual business hours. You can deselect 24 hours if your business is not operational 24/7.

Ø Fiscal Year: You can choose from the current fiscal year or add custom parameters. You can choose start month and end month, and also if the fiscal year will be measured with the start and end of the month.

Ø Holidays: Here, you can add your company or national holidays along with the date.

Ø My Domain: Add your domain name and check its availability. Be cautious as any mistake you make at this stage cannot be rectified later.

Ø Security: This step is taken to resolve security risks if any. You can go to Settings>>Security>> Health Check.

Next, you will see this screen, which tells you the Salesforce Baseline Standard you meet.

The list of risks will appear below, which you can easily fix. The risks are differentiated in three types - High-Risk Security Settings, Medium-Risk Security Settings, and Low-Risk Security Settings.

You can click on Edit against each risk to change the settings, and thus, the risks will be eliminated. When all threats are addressed and neutralized, the following screen will appear.

3. Create Opportunities, Leads, and Accounts

Salesforce takes you closer to your customer. You can add information about your leads, as well as set opportunities and accounts. Next, go back to home page to create a new lead.

Click on Leads and a drop-down with + New Lead will appear.

The Lead Status can be easily set according to the activity performed such as:

l New

l Contacted

l Working

l Qualified

l Unqualified

Once the lead is created, it will be assigned a new page. So, you can access it and check the status whenever you wish. The lead information will appear on the dashboard.

You can Change Owner and assign the lead to any of your team members. To assign a task you can scroll to the right side window pane and click on the New Task.

The assigned owner can click on Mark Status as Complete at each phase and the timeline will be automatically updated as the stages are completed.

Next, you can move to the Opportunities tab.

Salesforce also allows you to identify and work on opportunities. You can easily click on the “Opportunities” drop-down and click on the New Opportunity.

Here you can add the name of the opportunity, the name of the account, and the person in your team who pursues or owns the opportunity, as well as the deal close date.

All the opportunities that you add here can be seen on the Opportunities dashboard.

As the deal is closed, you can easily update the Quarterly Performance sheet can by clicking on the refresh arrow that appears on the right side of the graph.

Next, you can move to account creation.

You can click on the Accounts tab and then choose New Account from the drop-down. Here the new Account screen will appear.

Here you can add new account details. The name of the account and a brief explanation of account details will appear on your Kanban along with the details of the account owners. This way you can organize all the sales-related data at one place.


Today, more than 75% of companies are using CRM to streamline their sales process. So, do you think ignoring it would be the right decision? Perhaps, no. You can follow all the steps discussed above to set up your Salesforce account and see all leads, accounts, and opportunities at one place.

About the Author

Saas-Expansion is a leading sales as a service (Saas) company in Singapore. Our clients can leverage our expertise in sales, telesales, partnerships and account management, clients, and revenues to fast-track their growth in Southeast Asia. Since, inception, we have helped our clients to test waters in Malaysia, Indonesia, Philippines, Thailand, & Singapore with minimal investment.[1]


This will be common to all user guides.

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