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You’ve finally finished setting up your brand-new Salesforce solution, which is one of the most effective customer relationship management solutions that has ever been created. We are able to fathom how thrilled you must be.
You are attempting to work with it, and the last thing on your mind is how to log in to the salesforce.com application. You are full of hope. After all of those complicated configurations and adjustments, this next step appears to be the easiest one.
Where might the problem lie with your login information? You are in possession of the data, and all that is required of you is to enter it into the appropriate fields on the screen; after that, the maintenance of your Salesforce account is entirely in your hands.
If you are one of the numerous users who have experienced difficulties logging in, it is important to know that you are not the only one in this situation. Because of this, we felt the need to compile this guide in order to assist you.
The method that is both the simplest and most convenient is to go to the login page and submit the necessary login information, which consists of the username and password. Simply select the “Remember me” option to keep your account logged in going forward. Simply click the “Log In” button, and you’ll be there!
If there were no additional anomalies, this article could have finished here; however, as you may have already suspected, that is not the case. This article will continue on to the next section.
What kinds of problems can arise with the Salesforce login, and how can we address them?
Sometimes it is not as simple as copying the login and password and putting them into the appropriate fields.
People who are just starting out with Salesforce can find this section confusing because we highlighted the instances that could be unclear to them.
There is a chance that your organization already owns its very own domain name. In that case, carry out the steps below.
- Where can I locate my own domain, and what does it cost?
The methods below outline how to locate your company’s custom domain if your organization makes use of one:
Proceed to the login page by navigating to it.
Choose the “Use custom domain” option, which can be found toward the bottom of the box on the right side of the screen.
Are you having a hard time deciding on a domain name? Ask your system administrator.
If this is the first time you have logged into the system, the procedure will be a little bit more complicated for you. The administrator of the system will, in an effort to make your life easier, send you a welcome email after the profile has been created. This email will contain the username, password, and link.
Find the email you’re looking for.
Didn’t get one?
Check your spam or trash folder. Still unable to locate it? Contacting your system administrator and requesting that they resend your credentials is an absolute must at this point. Now that it has been completed, here is the routine to follow.
Simply follow the link that has been provided:
You will now be taken to the sign-in screen after this.
Create a password for your account.
Set up security questions
Now that you have completed all of the necessary configurations, you may make use of the data when you next attempt to log into the system.
- Production or sandbox: which is better? What’s the difference between the two?
Many users are confused as to why their credentials for the production service are not working even though they get the identical screen. But here’s where things get tricky: It is not the setting in which you perform your actual work; rather, it is an environment for testing.
In this location, everything is distinct from what it may appear to be in other places, although this is not the case. To begin, there is a difference in the connection that you would use to get to production; this one is not the same one.
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The vast majority of the time, it is not even available to regular users. It is possible that it is accessible via the IP address, for example, http://18.104.22.168/login, or that it is situated on a separate subdomain, such as sandbox.yourdomain.com.
What are the steps to log in to the Salesforce sandbox?
However, we will not go into the specifics here because it is entirely dependent on your system administrator and the necessities of your organization.
Do not assume that there is a mistake if you see test.username or test.email@youremail is listed as a login option. The test login Salesforce information may, in extremely unusual circumstances, be the same as the production login Salesforce information; however, it is more likely to be different in order to avoid confusion and may contain hints that it is a testing environment.
In most cases, this is done to prevent the testing environment from becoming mixed up with the production environment. Therefore, check with your system administrator to ensure that you have the necessary information on the sandbox.
- Sign in to Salesforce.com using the credentials of a different user
If you are unable to manage the Salesforce login as a user procedure, your system administrator may need to undertake the Salesforce login procedure in order to determine the cause of the issue.
This feature is not offered in all of Salesforce’s solutions; rather, it is exclusive to:
Enterprise sUnlimited sPerformance sDeveloper sDatabase.com
User authorization is necessary in order to log in using the credentials of another user. However, even this is not the end of it.
When a second user logs in, for reasons of security, certain functions will be blocked. These include the following functions:
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OAuth access to the data
The purpose of this is to provide access to programs hosted on external servers. And this one should be quite self-explanatory: you don’t want to have to deal with problems when somebody is trying to launch a malicious attack on your behalf via a third-party app. Therefore, it is impossible for this function to be granted in logins from other user accounts because there is no means to do so.
Change your username
This option will not be available to the user if they are logged in under the identity of another user. This is done to avoid further security being compromised.
No emails. It will no longer be allowed for you to initiate any email sending on behalf of the Salesforce application after you have successfully logged in as a particular user. Users with verified email addresses are the only ones to receive an exemption from this rule.
Even though you have received and stored the details, there are situations when you still won’t be able to log in. If this is the case, you will need to consult the information that is provided below.
Login for Lightning on Salesforce
Each and every Salesforce organization now has access to the Lightning login. You are able to log in regardless of whether your organization uses the Lightning Experience or the Classic Experience.
Simply navigate to the Salesforce Lightning login page at login.salesforce.com, or in the event that your users need to log in using a custom URL, just do that (My Domain Login Policy) login to the URL using the credentials provided by your organization; in most cases, it will have such a structure. https://company.my.salesforce.com/
Please enter your login credentials to continue, and you should now be good to go!
You might also want to check out the trailhead module for Lightning Salesforce if you want to have a better user experience when logging in.
Login for the Salesforce Admin
You need to navigate to the Setup menu, type “Users” into the quick find box, and then select the “Users” button.
You will be able to execute Salesforce Admin login as a user if you have an Enterprise Edition or a higher version of the software. Go to the user you would like to proceed with and click the “Login” button that is next to their name. Sign in to the Salesforce Marketing Cloud.
Visit https://mc.exacttarget.com/cloud/ and enter your Marketing Cloud account details in order to enable login to Salesforce Marketing Cloud. This can be done by going to https://mc.exacttarget.com/cloud/. It’s possible that the details for your MC account and your Salesforce account will be different.
Login to the Salesforce Community
The personalized link to the community that you just created will be produced when you create it. Your users need to be made aware of the community’s URL address in order for them to be able to log in. This will allow them to participate in the community.
You may get the URL address of your community by going to “Setup,” typing “Community” into the QuickFind box, and selecting “All communities.” This will give you the information you need. You will find a list of all the communities that have been established within the organization, along with links to access each one. Salesforce Mobile Login
Simply opening the Salesforce app on your mobile device and entering your login credentials will allow you to make use of the Salesforce Mobile login feature. In addition, if you want to get started with the Salesforce Mobile App, you can check out the trailhead.
Help with Troubleshooting Your Salesforce Login
If despite multiple efforts, the system still does not allow you to log in, you can try the following:
Again, be sure that your credentials are correct. Even though it’s fairly common, a lot of users still mess up their log-in information as they’re entering it in. The most typical error is to include an additional space or some other unexpected symbol in the text.
Every password requires you to capitalize its letters. Are you positive that all of the letters have the appropriate case?
If this is the first time that you have logged in, simply follow all of the prompts and instructions that you will receive as you are going through the procedure. To begin, you will need to validate your Salesforce account by following the link that was sent to your email by the system administrator. You can do this by clicking on the link.
There is a way for you to retrieve your password in the event that you can’t remember it. Proceed to the login page for Salesforce by using your web browser. You will then be presented with an option that says “Forgot your password?” Make sure you click on it.
You will be taken to the password recovery page, where, once you have provided an answer to the security question you set up, you will be given the opportunity to change your password to one that is easier to remember.
Your only option to recover your password, in the event that the link to do so doesn’t work, is to get in touch with your system administrator and present them with this request.
If the initial troubleshooting stage did not resolve the issue, go to the next possible solution, which is as follows:
The cookies used by Salesforce should not be banned.
If cookies are not being banned but you still are unable to log in, try clearing the cache in your browser.
Cookies without crumbs
Repeat your previous attempt to log in.
What, no progress? Make sure the profile permissions are correct. Again, get in touch with the administrator of the system to confirm that you do not possess the API-Only User authorization. If you do, you should update it because having this permission prevents users from successfully logging in.
There are probably some other factors at play here that are impeding your successful login attempts, such as problems on the internal server, disruptions in network connectivity, or routine maintenance on the system.
These have an impact not only on the login pages but on the functionality of the system as a whole. Because this is the responsibility of the System Administrator, the only thing you can do if you run into any of these challenges is to wait until the CRM instance is ready to use.
In this tutorial, we discussed the majority of the problems that users may encounter when logging in, as well as the solutions to those problems. If this is your first time using Salesforce, you should bookmark this tab so that you can quickly access it in the event that you require assistance logging in.