Salesforce Customer Portal is a powerful customer relationship management (CRM) software. If you are not familiar with this software, it can be used to manage customer data and track customer interactions. In this article, we will show you how to login to Salesforce Customer Portal.
How to login to Salesforce Customer Portal
If you have not already logged in to your Salesforce customer portal, you will need to do so before proceeding. To login, follow these steps:
1. Click on the icon in the top right corner of the web browser and select "Salesforce" from the list.
2. In the "Salesforce" window that opens, click on "Customer Portal" in the left column.
3. On the "Customer Portal" page that appears, enter your username and password. If you have not created a username and password yet, click on the "Create Account" button to create them now.
4. Once you have logged in, you will be taken to the main "Customer Portal" screen. From here, you can access all of your account's information, as well as manage your contacts and cases.
How to create a new account
If you are new to Salesforce, or just want to create an account to access the Customer Portal, follow these steps:
1. Sign in to your Salesforce account.
2. Click the Accounts and then click New Account.
3. In the New Account form, enter your name and email address, and then click Next.
4. On the Security Questions page, answer the questions to prove you are a legitimate user of Salesforce.
5. In the Email Confirmation page, verify your email address and click Next.
6. Enter your password in the Password field and then click Create Account.
How to manage your Salesforce account
If you are new to Salesforce, or just need help logging in to your account, this guide will show you how to do it.
How to access your data in Salesforce
If you are a customer of Salesforce, you likely access your data through the customer portal. This is a web-based interface that lets you manage your accounts, contact information, and more. To access the customer portal, you need to login first. Here's how to do it:
1. Go to salesforce.com, and sign in if you don't already have an account.
2. Click on "Admin" in the top left corner of the home screen.
3. Under "Logins," click on "Customer Portal."
4. Enter your name and email address in the appropriate fields, and click on "Create Account."
5. You will be redirected to the customer portal login page. Enter your password in the field below and click on "Login."
6. You will now be able to access all of your data in the customer portal!
How to export your data from Salesforce
If you want to export your data from Salesforce, you can use the Export Data feature in the Customer Portal. To export your data, follow these steps:
1. Log in to your Salesforce account.
2. In the main menu, click Administration > Customers > Customers (or click here if you're using a custom navigation bar).
3. On the Customers page, under Billing & Accounts, click Export Data.
4. In the Export Data window, click Next.
5. In the Export Data window, specify how you want to export your data: as a comma-separated values (.csv) file or an XML file. Click Next to continue.
6. In the Export Data window, specify where you want to export your data: on your computer or in the cloud. Click Next to continue.
7. If you want to include fields that are not included in your standard sales data (for example, custom fields that you created), select those fields and check the box next to them. Click Next to continue.
8. Review the information in the Export Data window and click Finish to export your data.
Conclusion
Salesforce Customer Portal is a very useful tool for sales teams. However, if you haven’t logged in for some time and want to do so, this guide will show you how. First of all, you need to know your username and password. After that, follow these simple steps: