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Get Started with Salesforce
Salesforce Spring
salesforcedocs
Last updated February
Copyright salesforcecom inc All rights reserved Salesforce is a registered trademark of salesforcecom inc
as are other names and marks Other marks appearing herein may be trademarks of their respective owners
CONTENTS
Get Started with Salesforce
What Is Salesforce
Log In Navigate and Search Salesforce
Verify Your Identity
Personalize Your Salesforce Experience
Lightning Experience on iPad Browsers Beta
Index
GET STARTED WITH SALESFORCE
Welcome to Salesforce the awardwinning cloud computing service designed to help you manage
your customer relationships integrate with other systems and build your own applications Here
are some key concepts to help you understand the Salesforce products and editions and guide you
through common tasks in Salesforce
What Is Salesforce
Salesforce is your customer success platform designed to help you sell service market analyze
and connect with your customers
EDITIONS
Available in Salesforce
Classic not available in all
orgs
Available in All editions
Log In Navigate and Search Salesforce
New to Salesforce Learn how to navigate customize and manage basic CRM features
Verify Your Identity
Use identity verification tools to secure and protect your data from unauthorized access
Personalize Your Salesforce Experience
Update your personal information for example your email address Change your password and security question If you have
administrator permissions you can also customize your Salesforce org
Lightning Experience on iPad Browsers Beta
Access the full desktop version of Lightning Experience on your iPad when youre away from your desktop or laptop
What Is Salesforce
Salesforce is your customer success platform designed to help you sell service market analyze
and connect with your customers
EDITIONS
Run your business from anywhere with Salesforce Use standard products and features to manage
relationships with prospects and customers collaborate and engage with employees and partners
and store your data securely in the cloud
Available in both Lightning
Experience and Salesforce
Classic
But standard products and features are only the beginning With our platform you can customize
and personalize the experience for your customers partners and employees and easily extend
beyond out of the box functionality
Your Salesforce edition
determines which features
and functionality you can
access
Concepts Products and Services
As you get started with Salesforce its helpful to learn some key concepts and terms They come up frequently when you interact
with the product our documentation and our service professionals The concepts and terms here help you understand how Salesforce
works
The Salesforce Admin
The Salesforce administratoror admin is a Salesforce user with system administration duties and other super powers Admins
are responsible for setting up Salesforce for their organizations and making sure it runs smoothly
Get Started with Salesforce
Concepts Products and Services
What Happens When You Purchase Salesforce
New to Salesforce or maybe youre not so new In either case to get the most out of Salesforce it helps to know how your org is
created and the types of licenses permissions and profiles that you receive Understanding how these elements interact and impact
what users can do saves you time
Push Updated Licenses to Sandbox Orgs
As your organizations needs change your licensing needs evolve When you update licenses you want your production and sandbox
orgs to be in sync Often you can refresh your sandbox to ensure that its licensing information matches your production orgs Or
to ensure that your sandbox orgs receive updated license information you can use the Match Production Licenses to Sandbox tool
License Updates and Your Org
When you purchase Salesforce you receive licenses permissions and profiles that shape your org and what users can do in it You
can also create permission sets to help with permission management Understand the impact of license updates on permissions in
your profiles and permission sets
Salesforce Editions
We offer bundles of features and services each geared toward specific business needs
Salesforce Features and Edition Allocations
Allocations for Salesforce features by edition
Data and File Storage Allocations
Storage allocation per Salesforce edition and number of standard licensed users in your organization
Maps and Location Service Allocations
Limits for map views per user
Supported Browsers Languages and Accessibility Standards
Learn about the browsers languages and accessibility standards that Salesforce supports
Additional Resources
Looking for more resources Check out our tip sheets implementation guides videos and walkthroughs
Concepts Products and Services
As you get started with Salesforce its helpful to learn some key concepts and terms They come
up frequently when you interact with the product our documentation and our service professionals
The concepts and terms here help you understand how Salesforce works
Concepts
EDITIONS
Available in Salesforce
Classic not available in all
orgs on page
Available in All Editions
Concept
Definition
Cloud
A Salesforce name for a loose federation of features that help you accomplish
certain types activities such as selling products or supporting your customers
Two common examples are Service Cloud and Sales Cloud
Cloud Computing
Technology that enables Internetbased services that let you sign up and
log in through a browser Salesforce delivers its service in the cloud Other
familiar cloud computing services include Google Apps and Amazoncom
Get Started with Salesforce
Concept
Concepts Products and Services
Definition
Software as a Service SaaS Software delivered not by traditional means such as on disk but in the cloud as a service Theres nothing
to download or install and updates are automatic
Trust
A Salesforce term for its companywide commitment to building and delivering the most secure fast
and reliable cloudbased service available
trustsalesforcecom is a systems status website that provides Salesforce customers and the
community access to realtime and historical system performance information and updates It also lists
incident reports and maintenance schedules across all its key system components
trustsalesforcecom is free to all members of the Salesforce community
Products and Services
Salesforce includes the following products and services
Salesforce Applications
Salesforce includes prebuilt applications or apps for customer relationship management CRM ranging from sales force automation
to partner relationship management marketing and customer service
Lightning Platform
The Lightning platform is the first platform as a service PaaS Developers can create and deliver any kind of business application
entirely on demand and without software The platform also includes easy to use pointandclick customization tools to help you
create solutions for your unique business requirements without any programming experience
AppExchange
AppExchange is a marketplace featuring hundreds of cloud applications created by Salesforce customers developers and partners
Many of the applications are free and all of them are preintegrated with Salesforce enabling you to easily and efficiently add
functionality
Salesforcecom Community
Salesforce provides training support consulting events best practices and discussion boards to help you be successful Visit
Salesforcecom Community
Terms
Term
Definition
App
Short for application A collection of components such as tabs reports dashboards and Visualforce pages
that address specific business needs Salesforce provides standard apps which you can customize such
as Sales and Service You can customize the standard apps to match the way you work
Edition
One of several bundles of Salesforce products and services each geared toward a different set of business
needs All Salesforce editions share the look and feel but they vary by feature functionality and pricing
Object
A definition of a specific type of information you can store in Salesforce For example the Case object
lets you store information about customer inquiries For each object your organization has multiple
specific records
Salesforce comes with lots of standard objects but you can create custom objects as well
Get Started with Salesforce
The Salesforce Admin
Term
Definition
Organization
A deployment of Salesforce that has a defined set of licensed users Your organization includes all your
data and applications
Record
A collection of fields that store information about a specific item of a specific type A record is an object
such as a contact an account or an opportunity For example you can have a contact record to store
information about Joe Smith and a case record store information about his training inquiry
Release
Salesforce releases new products and features three times per year and we identify releases by
seasonWinter Spring and Summeralong with the calendar year Example Winter
For every Salesforce release the Salesforce release notes include new features and products that are
generally available or in beta release They also describe all changes to existing features and products
You can find the release notes when you search for Release Notes in the Salesforce Help
Salesforce
The name of the Salesforce cloud computing CRM service and the company name
The Salesforce Admin
The Salesforce administratoror admin is a Salesforce user with system administration duties and other super powers Admins are
responsible for setting up Salesforce for their organizations and making sure it runs smoothly
Admins have special permissions For example they can add user accounts and specify what people can see and do in Salesforce Admins
can create custom Salesforce objects workflows validation rules reports and more Admins can manage user profile information and
delete Chatter feed updates including posts and comments Admins are planners problemsolvers and heroes All Salesforce organizations
have at least one administrator Your administrators role can be as simple or as complex as your companys size and structure In smaller
organizations the admin is often someone who also uses Salesforce the way other users do to sell products or provide customer service
for example
Salesforce offers lots of features and items that you can set up and configure yourself For some things though partner with your trusty
admin to help you get the best of what Salesforce has to offer
Here are a few examples of the kinds of things your admin can help you with or do for you
Find or use an object field or feature you heard about during training
Create a custom workflow that lets you find out when a case is closed
Create a custom approval process that allows you to sign off on employee expenses
Create a custom report for your sales region
Give you a user permission thats not granted as part of your user profile
Answer questions about your own or others access to records
Address those cursed error messages that ask you to contact your administrator for help or more information
How you contact your administrator and when and why depends on your companys internal business policies and practices
What Happens When You Purchase Salesforce
New to Salesforce or maybe youre not so new In either case to get the most out of Salesforce it helps to know how your org is created
and the types of licenses permissions and profiles that you receive Understanding how these elements interact and impact what users
can do saves you time
Get Started with Salesforce
What Happens When You Purchase Salesforce
When your order is activated our provisioning process creates a license request The license request includes definitions that build out
your org These definitions consist of settings that indicate which licenses permissions and profiles you receive Its these basic elements
that shape the org that you use and what users can do in it
Licenses
You probably know that we offer different license types Think of them as orglevel and userlevel licenses You can also purchase
permission set licenses and addon licenses
OrgLevel Licenses
When you purchase Salesforce you purchase an orglevel license or edition An edition defines your
Features such as contracts or collaborative forecasting
Amounts such as quantity of storage and the number of sandboxes
To check how much storage or the number of sandboxes that your org has from Setup in the Quick Find box enter Storage Usage
or Sandboxes
UserLevel Licenses
Your org receives a specific number of user licenses such as Salesforce or Chatter Free user licenses A user license defines
User permissions such as Activate Contracts or View All Forecasts
CRUD Create Read Update and Delete access allowed on objects such as who can create a contract or delete an account
When you create users you assign each one to a user license A user license defines the permissions or the maximum capabilities that
a user can have
To see which user licenses your org has from Setup in the Quick Find box enter Company Information and select User Licenses
Permission Set Licenses
Permission set licenses let you offer more functionality to users in your org An example of a permission set license is Identity Connect
When you purchase a permission set license you receive user permissions pertaining to the license and the accompanying CRUD
permissions For example with Identity Connect you receive the Use Identity Connect permission which allows assigned users to use
the feature
To check which permission set licenses your org has from Setup in the Quick Find box enter Company Information and select
Permission Set Licenses
Addon Licenses
Addon licenses extend functionality at the org level An example is the purchase of more API requests to extend the limit for your org
Permissions
User permissions specify
Tasks that users can perform
Features that users can access in your org configuration
The base user permissions such as Activate Contracts or View All Forecasts that someone has depends on the user license assigned
You can use profiles and permission sets to refine which permissions a group of users has
For example users with the View All Forecasts permission can view other users forecasts but they must have the correct user license
If you assign the Chatter Free user license to users they do not receive the View All Forecasts permission because this user license does
not offer it
Get Started with Salesforce
What Happens When You Purchase Salesforce
To find which user license a user is assigned from Setup in the Quick Find box enter Users Click the name of the user whose
information you want to view Look for User License
Profiles
You can have standard profiles and custom profiles depending on the edition that you purchase Profiles define
User access to objects and data
What users can do within the org
When you create users you assign each user a profile A profile belongs to exactly one user license type Lets say that your purchase
comes with the Salesforce and Chatter Free license types among others You assign profiles to users based on these licenses
For example based on the Salesforce user license you can assign the System Administrator Standard User or one of several other profiles
to a user Based on the Chatter Free user license you can assign only the Chatter Free User or Chatter Moderator User profiles to users
You can create custom profiles to offer different permissions or functionality to users with the same user license However using a
permission set is typically a more efficient way to achieve the same goal Make sure that the permissions defined in the profile or
permission set dont exceed the permissions defined in the user license though For example you can assign a profile to a group of
users Then you can assign users different permission sets to give certain people in that group more capabilities
To see which profile and permission sets that a user is assigned from Setup in the Quick Find box enter Users Click the name of the
user whose information you want to view To check the assigned profile look for Profile Click Permission Set License Assignments
or Permission Set Assignments Activation Required for permission set information
SEE ALSO
Salesforce Editions
Data and File Storage Allocations
Licenses Overview
Get Started with Salesforce
Push Updated Licenses to Sandbox Orgs
Push Updated Licenses to Sandbox Orgs
As your organizations needs change your licensing needs evolve When you update licenses you want your production and sandbox
orgs to be in sync Often you can refresh your sandbox to ensure that its licensing information matches your production orgs Or to
ensure that your sandbox orgs receive updated license information you can use the Match Production Licenses to Sandbox tool
When you use the Match Production Licenses to Sandbox tool all provisioned changes are matched in the production org
To match licenses to a sandbox org make sure that the status of the related production org is active Then log in to your sandbox From
Setup go to Company Information and select Match Production Licenses
Warning If the sandboxs related production environment is in trial or demo status do not use the matching tool Using the tool
with a trial or demo org can result in destructive changes If youre unsure whether the sandboxs production org is in active status
log a case with Salesforce Customer Support They can confirm your orgs status before you use the tool
SEE ALSO
Sandbox Setup Considerations
License Updates and Your Org
When you purchase Salesforce you receive licenses permissions and profiles that shape your org and what users can do in it You can
also create permission sets to help with permission management Understand the impact of license updates on permissions in your
profiles and permission sets
Changes to your org impact its functionality and your users For instance what happens if you upgrade your Salesforce edition Or maybe
you decide to purchase an addon license Lets say that your org
Upgraded from Professional Edition to Enterprise Edition
Uses Service Cloud and you purchased the additional functionality that the SOS addon offers
After you upgrade
You want to use approval processes Review the relevant user and objectlevel permissions for users who are approval admins
Ensure that you enable related features for the SOS addon Give users who need the addon the correct permissions For best results
use Salesforce Help to set up your addon For example you must enable OmniChannel in your org before you set up SOS
Each org is different and each user has different requirements When you purchase an upgrade or addon we suggest reviewing help
topics and videos in Salesforce Help and checking user permissions
To see which profile and permission sets that a user is assigned from Setup in the Quick Find box enter Users Click the name of the
user whose information you want to view To check the assigned profile look for Profile For permission set information click Permission
Set License Assignments or Permission Set Assignments Activation Required
SEE ALSO
Salesforce Editions
What Happens When You Purchase Salesforce
Licenses Overview
Get Started with Salesforce
Salesforce Editions
Salesforce Editions
We offer bundles of features and services each geared toward specific business needs
These bundles called editions share a look and feel but vary by functionality and pricing Some
customers start with a basic edition and upgrade to a more featurerich edition as business
requirements evolve
Its easy to learn which features are available in various editions Just search for features in Salesforce
Help Toward the top of every topic you can see the editions in which the features available Heres
a quick description of each edition we offer
Note For many trial and purchased subscription editions for new orgs Lightning Experience
is the exclusive user interface for end users See Lightning Experience Only Editions
Edition
Whats Great About It
Essentials
Designed for small businesses that want to get started with a CRM system
quickly It includes intuitive walkthroughs and a setup assistant to get started
an easytouse UI and administration tools to customize your deployment as
you grow
Professional
Designed for businesses requiring fullfeatured CRM functionality It includes
straightforward and easytouse customization integration and administration
tools to facilitate any small to midsize deployment
Enterprise
Meets the needs of large and complex businesses It gives you advanced
customization and administration tools in addition to all the functionality
available in Professional Edition that can support largescale deployments
Enterprise Edition also includes access to Salesforce APIs so you can easily
integrate with backoffice systems
Unlimited
Maximizes your success and extends it across the entire enterprise through the
Lightning Platform It gives you new levels of platform flexibility for managing
and sharing all your information on demand Includes all Enterprise Edition
functionality Premier Support full mobile access unlimited custom apps
increased storage limits and other features
Developer
Provides access to the Lightning Platform and APIs It lets developers extend
Salesforce integrate with other applications and develop new tools and
applications Developer Edition also provides access to many of the features
available in Enterprise Edition
Note Salesforce doesnt provide technical support for Developer
Edition But you can ask for help from developer community message
boards after you register for the Lightning Platform developer website
developersalesforcecom
We also provide documentation for Developer Edition
Compare editions and their features in Salesforce Pricing and Editions
EDITIONS
Available in both Salesforce
Classic and Lightning
Experience
Available in Essentials
Professional Enterprise
Unlimited and Developer
Editions
Get Started with Salesforce
Salesforce Editions
Lightning ExperienceOnly Editions
Customers using Lightning Experience are more productive than customers working in Salesforce Classic To ensure that our customers
benefit from these productivity gains selected trials and purchased subscriptions for several editions offer Lightning Experience as
the exclusive user interface for end users without admin permissions Admins in these orgs can access Salesforce Classic but they
cant disable Lightning Experience or grant users access to Salesforce Classic on the Lightning Experience Migration Assistant setup
page
Salesforce Editions That Are No Longer Sold
Some Salesforce editions are no longer sold You can continue to use your Contact Manager Group Personal Performance or
Databasecom Edition org or purchase one of the editions that are currently sold Professional Enterprise Unlimited and Developer
Editions
Lightning ExperienceOnly Editions
Customers using Lightning Experience are more productive than customers working in Salesforce
Classic To ensure that our customers benefit from these productivity gains selected trials and
purchased subscriptions for several editions offer Lightning Experience as the exclusive user interface
for end users without admin permissions Admins in these orgs can access Salesforce Classic but
they cant disable Lightning Experience or grant users access to Salesforce Classic on the Lightning
Experience Migration Assistant setup page
EDITIONS
Available in Lightning
Experience
Want to determine if Lightning Experience is the exclusive interface For end users the Switch to Salesforce Classic option isnt available
when Lightning Experience is the only interface for the edition
If you believe that your org has a strong business need for your end users to access Salesforce Classic use the exception request process
Go to Salesforce Help Finder and log in with your Salesforce credentials
Click the Feature Activation topic and then the Other category
Click Log a New Case
For the Subject field enter Enable Classic
For the Description field enter details on why you are requesting enduser access to Salesforce Classic
Check that the OrgId is accurate and then submit the case
Salesforce Editions That Are No Longer Sold
Some Salesforce editions are no longer sold You can continue to use your Contact Manager Group
Personal Performance or Databasecom Edition org or purchase one of the editions that are currently
sold Professional Enterprise Unlimited and Developer Editions
Note Lightning Experience isnt available in Contact Manager Personal or Databasecom
Edition orgs
EDITIONS
Available in Contact
Manager Group Personal
Performance and
Databasecom Editions
Get Started with Salesforce
Salesforce Features and Edition Allocations
Contact Manager Edition
This edition is designed for small businesses and provides access to key contact management features including accounts contacts
activities calendars notes and attachments and reports Contact Manager provides straightforward easytouse customization
options
Group Edition
This edition is designed for small businesses and work groups with a limited number of users Group Edition users can manage their
customers from the start of the sales cycle through the end and provide customer support and service Group Edition offers access
to accounts contacts opportunities leads cases dashboards read only and reports
Personal Edition
This edition is a CRM solution designed for an individual sales representative or other single user Personal Edition provides access
to key contact management features such as accounts contacts and synchronization with Microsoft Outlook It also provides sales
representatives with sales tools such as opportunities
Note Personal Edition orgs purchased after June dont have access to opportunities
Performance Edition
This edition is designed for customers who want to drive growth increase customer satisfaction and maximize sales and service
success in the social and mobile world Performance Edition orgs include all Unlimited Edition functionality plus clean targeted lead
and customer data from Datacom coaching and feedback tools from Workcom trusted identity services from Identity and more
For customers in Japan Singapore and South Korea we offer Performance Edition Limited which includes all Performance Edition
functionality except Datacom
Databasecom
Databasecom is a multitenant cloud database service thats designed to store data for mobile social enterprise applications You
can use Databasecom as the backend database for applications that are written in any language and run on any platform or mobile
device Databasecoms builtin social computing infrastructure and native support for building sophisticated RESTbased APIs enable
you to create employeefacing native mobile and social apps
As a Salesforce customer you already use Databasecom when you create custom objects manage security or import data with the
Lightning platform and API A standalone version of Databasecom is available for developers who want to create applications that
harness other languages platforms and devices
We dont provide Databasecomspecific documentation Refer to the Salesforce documentation and the list of features that
Databasecom supports This list identifies the Salesforce documentation subjects that apply to Databasecom Also every features
Edition Table includes Databasecom if the feature is available in Databasecom Use the Salesforce Help release notes workbooks
and developer guides for APIs Apex SOQL and SOSL
SEE ALSO
Salesforce Editions
Salesforce Features and Edition Allocations
Allocations for Salesforce features by edition
Allocations generally refer to amounts granted based on the edition you purchase Information for specific feature limits such as the
number of total and active rules in your org are in Salesforce Help see the topics for using that feature
Get Started with Salesforce
Feature
Salesforce Features and Edition Allocations
Personal
Edition
Action plans maximum
tasks
NA
Active lookup filters
per object
Contact
Group
Manager Edition
Essentials Professional Enterprise Unlimited Developer
Edition
Edition
Edition
and
Edition
Performance
Edition
Active validation rules per
object
Attachments maximum NA
size in the Notes
Attachments related list
MB for file attachments GB for feed attachments
Categories maximum
default categories and
hierarchy levels
categories in a data category
group
levels in a data category group
hierarchy
NA
Category groups
maximum default
category groups with groups active
at a time
Certificates maximum
Content deliveries
default delivery
bandwidth per rolling
hour window
GB
Content deliveries
default delivery view
counts per rolling
hour window
Content deliveries
maximum file size for
online viewing
MB
Content maximum file
size
GB
GB including headers when uploaded via Chatter REST API
GB including headers when uploaded via REST API
MB when uploaded via SOAP API
MB when uploaded via BULK API
MB when uploaded via Visualforce
Content maximum
libraries
