Salesforce Service Portal is a powerful tool that allows you to manage your customer relationships, sales activities and product inventory. In this article, we will show you how to login to Salesforce Service Portal.
How to login to Salesforce Service Portal
If you are new to Salesforce Service Portal, you will need to login first. To login, follow these steps:
1. Navigate to the Accounts & Settings tab on the left side of the portal.
2. In the Accounts & Settings section, click on the Login link.
3. Enter your username and password in the appropriate fields and click on the Log In button.
4. If you are already logged into Salesforce, you will be prompted to enter your credentials again. Once you have logged in, the Welcome screen will appear.
How to add a new user
If you are new to Salesforce, or if you have forgotten your login information, you can create a new user account by following these steps:
1. From the Salesforce home screen, click on the Settings icon.
2. In the Settings menu, click on Users.
3. On the Users page, click on the Add User button.
4. In the Add User dialog box, enter your name (first and last) and email address.
5. Click on the Login button. You will be redirected to your login screen where you can enter your password.
6. Once you have logged in, you will be taken to the Account Overview screen where you can see all of your users and their privileges.
How to add a new contact
If you need to add a new contact to your Salesforce Service Portal, follow these steps:
1. In the navigation bar, click Contacts.
2. In the Contacts section, click Add New Contact.
3. In the Add New Contact form, fill in the following information:
- Name: Enter the contact's name.
- Email: Enter the contact's email address.
- Phone Number: Enter the contact's phone number.
4. Click Save.
How to edit an existing contact
If you need to edit an existing contact in Salesforce, you can do so through the Service Portal. To login to the Service Portal, follow these instructions:
1. Sign into your Salesforce account.
2. Click on the "Services" tab at the top of the page.
3. Under "Salesforce Service Portal," click on the button that says "Edit Contact."
4. Enter your username and password in the appropriate fields, and click on the "Login" button.
5. You'll now be taken to the contact's details page. At the top of this page, you'll see a green button that says "Edit." Click on this button to begin editing your contact's details.
6. You can change your contact's name, email address, phone number, and more. You can also add notes or comments about your contact in this section. When you're finished editing your contact's details, click on the blue "Save" button at the bottom of the page.
How to delete a contact
If you need to delete a contact from Salesforce, there are a few different ways you can do this.
One way is to use the SalesforceService Portal. To delete a contact from the portal:
1. Log in to the SalesforceService Portal.
2. Click on Contacts in the left-hand navigation bar.
3. Select the contact you want to delete from the list of contacts in the middle panel.
4. Click on the Delete button next to the contact's name in the right-hand panel.
5. Confirm that you want to delete the contact by clicking on the OK button.
How to change the password for a contact
If you forgot your password for a contact in Salesforce, there is a way to change the password without logging in to Salesforce.com.
To change the password for a contact:
1. Open the contact's profile page in Salesforce.
2. Click the "Account" tab at the top of the page.
3. Click "Edit Profile" under Permissions and Access.
4. Enter the new password in the "Password" field and click "Update Profile."
How to sign out of Salesforce Service Portal
When you are finished using Salesforce Service Portal, you may want to sign out of the portal. To sign out of the portal, follow these steps:
1. In the top left corner of the Salesforce Service Portal window, click the Sign Out link.
2. Click Sign Out in the menu that appears.
3. On the confirmation screen, click OK to sign out of Salesforce Service Portal.