Category: Introduction to Salesforce.com

Salesforce Login using Google Account

Salesforce Login From Google Account

In our previous Salesforce Tutorial we have learned about Salesforce  password policies. In this Salesforce Training Tutorial we are going to learn about how to login in to salesforce.com account from Google account. In this Salesforce Training we get clear idea about how to connect salesforce and Google account through open ID account.

Fist we have to create a new project for salesforce login in console.developer.google.com. In Google we are given various Keys and Client ID’s. By using those client we make some configurations in Auth providers for salesforce login using Google Account. Follow the steps carefully

Salesforce.com Login From Google Account

salesforce login through google

  • Click on Create Project.

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  • Enter project name and project ID will be automatically inserted. Agree all terms and conditions and click on Create button.

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  • Go to Credentials under project and select create new client ID.

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  • Select application type as Web application and clear all authorized URL and click on Create Client ID.

Now go to Administer=>Security Controls=>Auth.Providers.

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Select  New.

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Enter all the details as given below.

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  • Select Provider type as Open ID Account.
  • Enter name as Google login.
  • Give URL Suffix as Google Login.
  • Enter consumer and Consumer secret key. These keys are available when creating client ID’s.
  • Enter authorize endpoint URL as https://accounts.google.com/o/oauth2/auth.
  • Enter token endpoint URL as https://accounts.google.com/o/oauth2/token
  • Enter user info endpoint URL as https://www.googleapis.com/oauth2/V3/userinfo.
  • Select execute registration handler template.
  • Finally click on SAVE button.

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Copy and paste Test-only initialization URL and Callback URL these two URL’s are used in next steps.

Now Edit Client Settings in Google account and paste Callback URL in Authorized redirect URL section and select update.

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Now we have to create simple apex class.

Go to setup=>Develop=>Apex Classes=>New.

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Select new apex class and write the code given in below screenshot.

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Now select Quick Save.

Copy and paste Test-Only Authorization URL in your browser.

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A new window will be opened and select Accept button as shown below.

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Now a new window will be opened as shown below.

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Now provide Single Sign On initialization URL to your organization to login in to salesforce.com account using Google account.

Salesforce login password policies

Salesforce login password policies

In our previous Salesforce Tutorial we have learned about how to filter report data to limit add rows. In this Salesforce Training Tutorial we are going to learn about Salesforce login password policies like number of days to expire salesforce login password, Salesforce login password history, Salesforce login password length settings, Maximum invalid login attempts.

Salesforce login password policies

Salesforce login password policies are those setting different salesforce login settings to provide high security settings like password expire days, specifying the time range to login for all users, number of login attempts and lockout periods.

Go to Setup.

Salesforce login password policies

 Now go to Administer=>Security controls=>Password Policies.

Salesforce login password policies

 Now we are taken to new window which is shown below.

Salesforce login password policies

 Salesforce login password policies setting page consists of different fields. They are

  • User passwords expires in.
  • Enforce password history.
  • Minimum password length.
  • Password complexity requirement.
  • Password question requirement.
  • Minimum invalid login attempts.
  • Lockout effective period.
  • Obscure secret answer for password resets.
  • Require a minimum 1 day password lifetime.

User passwords expires in :-  Here we to mention the number of days that the password to exist. After the expire date we have to set new password. Default password expire duration is 90 days.

Enforce password History :-  This option is for remembering previous salesforce login passwords. We have to set unique and new login passwords every time we reset login password. Default is 3 passwords.

Minimum Password Length :- Minimum password length must be 8 characters.

Password complexity :- We have to different complexity levels for settings passwords.

Password question requirement :- Here we set password hint question to remind us in any case the password is forgotten. We can not set password hint question to as “PASSWORD”.

Maximum invalid login attempts :- We can set login invalid attempts to 3, 5, 10. We can also set to no limit.

Lockout effective period :– If the users salesforce.com account is locked out due to invalid attempts the user must wait until this lockout effective period time.

Enter all the details as given above and click on Save button.

Salesforce login, login.salesforce.com -Salesforce.com login

login.salesforce.com

Salesforce login, login.salesforce.com -Salesforce.com login : Salesforce login is the process of authenticating resources provided by sfdc.

login.salesforce.com : Salesforce login, login.salesforce.com -Salesforce.com login : In this salesforce tutorial we are going to learn about Salesforce login. Before discussing the basics of Salesforce.com login every one should be able to create an account in salesforce.com so that he/she can use the resources provided in salesforce.com. Now we go briefly what are the methods available to login in to salesforce.com and before logging in to salesforce we have to create a free developer account in salesforce.com. We will be able to learn about these two concepts later first we go through the process of Salesforce login.

What is salesforce login

Salesforce login is the process of authenticating resources provided in the cloud through Developer account and Production Account with Username and password. Salesforce.com login information contains a user name and a passwords.Salesforce login, login.salesforce.com

How to create free developer account in salesforce.com

Through the URL http://developer.force.com/ we will be able to  create free developer account.

Steps to create free developer account in salesforce.com (Salesforce login).

  1. First you have a valid email Id.
  2. Login to http://developer.force.com.
  3. Select Join Now.
  4. Provide all the details specially valid email and username . Username must be in the form of a valid email format. Ex : ABC@gmail.com.
  5. Now click Sign me up.
  6. An email will b sent to you Email address.
  7. Now activate your account by clicking the link provided in the email.
  8. The link logs you into the site automatically.
  9. Now set your password to your account.
  10. Log out from your account.

salesforce login URL : login.salesforce.com

Enter your User name and Password to login .

Now Read another Salesforce Login article : Salesforce Login.

Read more for Salesforce training tutorials that explains step by step with real time scenarios.

Salesforce Login flow notice display – sfdc login flow display

Salesforce login flow notice display.

Salesforce login flow notice display : If any organization wants to display notice to it’s employees when log in to salesforce there they have to use salesforce login flow. We try to display information to users in many cases like when there is salesforce server downtime or under maintenance and also many other cases.

To display Salesforce login flow notice display when user log in to salesforce we have to use salesforce login flow which has been updated in Salesforce winter’15 edition. This new features in winter’15 edition is very helpful for displaying important information to salesforce user’s.

Visual workflow and salesforce login flow solves our requirement to display notices and important information. Follow the steps shown below.

  • Create new object.

Salesforce Login flow notice display - sfdc login flow display

  • Enter label name as notice board and click on save button.

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  • Now we have to create fields in the object.
  • Open Notice board object which we created earlier and click on new button as shown below.

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  • Select Text Area as as data type.

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  • Now enter field label and field name as shown below
  • Click on Save button.

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  • Creating custom object and field is successful.

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We have created custom object because it displays important salesforce login flow information when user log in to salesforce.

Creating salesforce login flows.

  • Now we have to create login flow.
  • Go to setup=>Create=>Workflow & approvals=>flows.

salesforce login notifications

  • Click on flows.
  • Click on new flow to create new login flow display.

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  • Now we have to create variable with name Getinfo as shown.
  • To create variable click on resources | Variables
  • Enter unique name for the variable and click on ok button.

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  • Now drag record look-up and drop on the window to display text.
  • Select palette.
  • Click on Record look-up icon and drop on right window.

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Here we have to enter name, unique name and also select look up filters to meet the criteria.

  • Enter name .
  • Unique name will be automatically entered.

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We have to assign the record field to variables to reference in login flow. Select field and the variable as shown below. Finally click on ok button to save all settings.

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  • Add display text field to display information and pass the variable {!GetInforText}.

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After adding Screen to display information window will be looked as shown above. Connect record lookup and screen.

  • Save the flow by clicking on Save button.
  • Enter flow properties and click on OK button.

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  • Below a warning message is displayed we have not selected any flow stating item.
  • Select record lookup as starting flow item.

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  • Salesforce login flow is not in active state so activate by clicking on Activate button as shown below.

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Creating Salesforce login flow.

We have to create salesforce login flow to invoke with salesforce users when login in to system.

  • Go to Security controls=>Login flow.

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Click on login flows as shown above

  • Click on new button to connect with user profile.

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  • Enter name, flow, user license and profile.
  • Click on save button.

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  • Now create a record in Notice board object and save the record.

 

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Salesforce login flow notice display has been successfully created.

 

 

Generating quotes in salesforce.com

Generating Quotes in Salesforce allows us to collect information from products and price books which are collected in to opportunities. Generating quotes is salesforce  are done only in PDF format and sending the PDF quotes through email to a customer. If we want to generate quotes in any other format we have to use other tools like Congo Merge. We can also use mail merge templates to generate documents in Microsoft Word format.

In this salesforce tutorial we are going to learn how to customize quotes in salesforce, How to generate quotes in salesforce, preparing quotes for customers, Revising quotes, sending quotes.

Generating quotes in salesforce.

Before generating quotes in salesforce we have to create Quote Template in salesforce. After creating quote template in salesforce only we have to generate quotes. In this salesforce training tutorial we are going to create Generate or Build quotes for Opportunities.

Quotes are created for only opportunities in salesforce to generate quotes for opportunities go to Opportunity Tab and select the opportunity record.

Step 1 :- Go to Opportunity Tab.

generating quotes  in salesforceStep 2 :- Select the opportunity to which the quotes are to be received.

generating quotes  in salesforce

Step 3 :- Select New quote button as shown above.

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Enter Descriptive name for the quote and select Save button as shown above.

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Now we have to sync. Select Start Sync Button as shown above.

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Now a pop up window will be opened select sync button to confirm syncing.

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Syncing processes will be done after few seconds. Select Done.

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Now select Add Line items button.

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After selecting line items new window will be appeared to which we have to select the items that to be appeared in quote. Select the check boxes as shown above to add products in quotes.

Now Click on Select button.

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Enter the product quantity for each item that we selected previously in the quote.

Finally select Save button and successfully we have created Quotes in salesforce. Add discounts to quotes by defining discount percentage for a quote line item. Discount percentage will be automatically included in the final quoted price.

Modifying Quote Template in salesforce

Modifying Quote Template in salesforce : In this salesforce tutorial we are going to learn how to modify a quote template in salesforce. salesforce.com provides us an easy way to generate quotes in PDF format. These PDFs are the copies of Contracts, quotes, proposals. Salesforce provides us the option to save the PDF quotes to a disk and also be sent to customers through an E-mail.

Modifying quote template is the way of designing the documents that matches to our standard branding by adding Logo, images, we can redesign header and footers and other design elements. In documents we can also add contract line items and signature if required.

Modifying Quote Template in salesforce

To modify a quote template in salesforce go to Set up.

mofifying quotes

Now Go to Customize=>Quotes=>Settings.

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When Settings in Quotes are selected a new window will be opened where we have to select the check box to enable quotes in salesforce.

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Modifying Quote Template in salesforce

Select Save Button.

mofifying quotes in salesforce

Modifying Quote Template in salesforce

Now a list of options will be displayed to add a list. Select any of the page layout by selecting the check box as shown.

Select Save.

Now go back to Customize=>Quotes=>Templates.

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Select Templates.

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Select Edit.

Modifying Quote Template in salesforce

Modifying Quote Template in salesforce

Select Quote template Properties to edit layout, to rename template name.

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Select OK.mofifying quotes7Now Finally select Save the settings.

Select the list of field that to be appeared in the quote by the fields. Digital Signatures in Quotes can be inserted by using Salesforce App exchange applications such as DocuSign and EchoSign.

How to Create a Lead Queue in salesforce

Create a Lead Queue in Salesforce : In this salesforce training tutorial we are going to learn how to create a lead queue in salesforce.

One of the greatest challenge for a system administrator or a lead manager to manage large pool of leads in salesforce.  Due to large pool of leads Lead data base becomes unwieldy over time and we need to clean the lead data base. When involving with leads the biggest problem with leads is lead assignment, identifying duplicate leads, DE-duping the leads, transferring the leads, archiving the leads and deleting the leads.

To create a lead queue in salesforce we use Queues to store records in salesforce before assigning leads to the users. In salesforce queues are used to manage leads by the users.

In an organization sales team is responsible for harvesting leads and setting up the lead queues. Follow the steps to create a lead queue in salesforce.

Go to Setup menu.

lead queue

Now go to Administer=>Manage Users=>Queues.

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Select create new Queue.

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Now a Queue page will be appeared in editable mode which have three section Queue name and email address, Supported Objects, Queue members as shown below.

Create a Lead Queue in salesforce

Create a Lead Queue in salesforce

Enter Label name, Queue name and Queue email address.

Create a Lead Queue in salesforce

Create a Lead Queue in salesforce

Select lead object from available objects to selected objects as shown above.

Create a Lead Queue in salesforce

Create a Lead Queue in salesforce

Now add members to the queue. Members can be users and roles in an organization or company.

Now save the settings.

create a lead queue in salesforce

create a lead queue in salesforce

Note : In salesforce in addition to leads we can also add cases, knowledge articles, service contracts and custom objects to the queues. If you have a doubt like how to move records from queue to a user in salesforce ? Now go to leads and select change link text and name the owner name to which you want to move.

How to create new campaigns in salesforce CRM

How to create new campaigns in salesforce CRM: In our previous salesforce training tutorial we have learned about how to configure campaign settings in salesforce. In this salesforce tutorial we are going to learn about how to create new campaigns in salesforce CRM.

Marketing professionals or marketing team uses campaigns to collect and process the leads collected from different types of campaigns in salesforce. To track number of leads, contacts and opportunities we use campaign records. To create new campaigns in salesforce CRM user must have Marketing User’s licence and also must enable permissions on campaigns in their profiles.

How to Create new campaigns in salesforce.com

Go to Campaigns Tab.

campaign creation

create new campaigns in salesforce

Now select new Campaign as shown below.

create new campaigns in salesforce

Now a form will be opened with some campaign information. Enter all the details.

new campaign creation in salesforce

Now click Save button. Now the page will be opened in detailed view.

Campaign Member Status values.

In Salesforce CRM, new campaigns will have two default member status values they are 1. Sent 2. Responded. To set up those campaign member status values go to Advanced Tab as shown below.

campaign creation

create new campaigns in salesforce

Now the status values can be replaced with user defined values. Check boxes are checked as shown below.

campaign creation in sfdc

create new campaigns in salesforce

Multiple responded values can be created. When we have more than one responded values they are summed together to produce the calculated field total responses.

Adding Multiple Members to a campaign in Salesforce CRM.

Now we have to add multiple members to a campaign in salesforce. Multiple members can be added from manage members in campaign page as shown below.

campaign creation in salesforce.com

create new campaigns in salesforce

We can add multiple members from Manage members. Existing contacts and leads can be selected from Mange members and go to add members-Search. Use add members-Search to search members.

Now a page will be opened add multiple members from lead or contact reports.

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 Select the required lead check boxes and select Add with status as shown. In Add with status select responded value.

new campaign creation

create new campaigns in salesforce

Confirmation message will be displayed as shown above and now go back to campaign.

new campaign creation in sfdc crm

In Campaign members section we can see list of member that we added to campaign as shown above.

Now Edit a Lead.

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Here we can change status and select Save button.

In our next salesforce tutorial we will learn about how to execute campaigns.

How to create a lead assignment rules in salesforce

create a lead assignment rules in salesforce : In our previous salesforce tutorial we have learned how to create lead queues in salesforce. In this salesforce training tutorials we are going to create lead assignment rule in salesforce.

Why do we want to create lead assignment rules in salesforce ?

Before creating lead assignment rules in salesforce we have to know what is the need of creating lead assignments in salesforce. Suppose if a company generates huge amount of leads, managing that large pool of leads in an organization is very difficult. Generated leads in an organization must be assigned to right users to distribute the work load. To minimize the work load leads are assigned to users by using assignment rules.

What is a lead assignment rules in salesforce ?

Lead assignment rule is a feature in salesforce which allows the administrators to define who should receive a lead with conditions. Example :- Depending on country Zip code we can assign the leads  to the users who assigned to that  Country.

Generally sales manager uses lead assignment rules to assign new leads to the users in an organization like sales representatives automatically.

How to create lead assignment rules in salesforce.

To create lead assignment rules in salesforce follow the steps :

Go to Setup

How to create a lead assignment rules in salesforce

Now go to Build=>Customize=>Leads=>Assignment RulesHow to create a lead assignment rules in salesforce

Now select create new assignment rule button.

How to create a lead assignment rules in salesforce

After selecting new button assignment rule page will be opened in editable mode.

lead assignment rules in salesforce

Enter Rule name and make sure to check the box Set this as the active lead assignment rules check box. Assignment rule will be active only one at a time.

Select Save.

lead assignment rules

Now edit the Assignment rule which we created as shown above.

lead assignment rules in sfdc

Now go to Rule Entries and select New.

lead assignment rules in salesforce.comEnter the details like Sort Order number, Enter Field name, operator and value as shown above, Select the user as shown above.

Select Save Button.

lead assignment rules in salesforce

In this example lead assignment rule assigns a lead when the state or province value is equal to CA where the leads are from California.

Data Loader Update | How to Update fields by Data Loader

Data Loader Update | How to Update fields by Data Loader

Data Loader Update is the process of Updating the field in Salesforce Object by using Data Loader. We can Update any field in the Object. In this training tutorial we are going to update Fee paid field in Student Black Record.

In our previous article we have inserted 5 records in Studentinfo__c . In that object we have inserted Student Black record through Data Loader. In Student Black Record we are having fields like Studentinfo Name, Course__c,Feepaid__c, Subject1__c, Subjetc2__c, Subject3__c. 

Now we are going update Fee paid__c field in Student Black record. Previously the field value is as below

Data Loader Update | How to Update fields by Data Loader

Updating field is different from other operations in Data Loader. We have note record Id to which we want to field update. Record Id is unique in salesforce. Observe below screenshot.

Data Loader Update | How to Update fields by Data Loader

To understand we have have mention Id Name beside . Don’t mention name beside Id just give name as ID.

Data Loader Update | How to Update fields by Data Loader

Select Update in Data Loader.

Data Loader Update | How to Update fields by Data Loader

Now select Studentinfo__c Object name then browse for the Data Loader Update CSV file and click Next.

Data Loader Update | How to Update fields by Data Loader

Select OK.

Data Loader Update | How to Update fields by Data Loader

Mapping : Here we have to map the field with studentinfo__c object. In CSV file we just created Fee and id name as Column Header but in Studentinfo__c object column header names are different with CSV file column header. Map column header names with each other . Drag and Drop as shown below.

Click Next.

Data Loader Update | How to Update fields by Data Loader

Now Select OK.

Data Loader Update | How to Update fields by Data Loader

We have chosen to Update the existing records. Select Yes Button.

Data Loader Update | How to Update fields by Data Loader

Observe above screenshot we have successfully updates the record in Studentinfo__c. Select OK.

Data Loader Update | How to Update fields by Data Loader

Now go Back to your Studentinfo__ Object and open the Record. Fee Paid field is updated from Rs.300 to Rs.3,000.