Salesforce Dealer Portal is a powerful tool that dealers can use to manage their business. In this article, we will show you how to login and get started using Salesforce Dealer Portal.
Salesforce Dealer Portal Login
The Salesforce Dealer Portal login is a great way for dealerships to manage their accounts and track sales. The login allows dealerships to access their account information, including contact information for current and past customers, orders, and leads.
To login to the Dealer Portal, dealers need to have an account with Salesforce and create a dealer profile. To create a dealer profile, dealers can sign in to their Salesforce account or use the Login link in the Dealer Portal home page. From the Dealer Portal home page, dealers can click on the Login link in the upper right corner of the screen.
Once logged in, dealers can click on the Accounts tab in the Dealer Portal home page. From the Accounts tab, dealers can select their current or previous dealership account from the drop-down list below the Account name field.
Dealers can also access various other information about their account by clicking on different tabs in the Dealer Portal home page. For example, dealers can click on the Orders tab to view all orders placed through their account, or click on the Leads tab to view all leads generated through their account.
How to create a Salesforce dealer portal
If you are a dealer, or sales representative working with Salesforce, then you will want to create a dealer portal. A dealer portal is a web-based interface that allows dealers to access and manage their account data, leads, and customer relationships.
To create a dealer portal, first login to your Salesforce account. Then click on the Account Settings link in the top left corner of the screen. From here, click on Dealers. On the Dealer Portal page, you will need to provide some basic information about your dealership. This information includes your company name, contact information, and the URL for your website. You will also need to provide a secure login ID and password for dealers who want to access your account remotely.
Once you have completed these steps, you can start creating your dealer portal. To begin, click on the + Add New button located on the left side of the page. In the Add New Dealer Portal dialog box, you will need to provide a name for your portal and an overview of what it contains. You can also specify which features are available to dealers through your portal. After you have completed these steps, your new dealer portal will be listed on the left side of the page.
How to login to your Salesforce dealer portal
If you are a Salesforce dealer and want to access your portal, you'll need to login. To do this, go to your Account Settings and click on the Login link in the left-hand panel. Enter your registered username and password and click Log In. You'll then be taken to the dealer portal.