The AE/SDR Onboarding Guide to Salesforce

    How to add a contact to SalesforceClick to replace with a Scribe

    Introduction to Salesforce

    Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service activities. It is widely used across industries to streamline processes, improve efficiency, and enhance customer relationships. In this document, we will provide you with a step-by-step guide to getting started on Salesforce.


    Step 1: Sign up for Salesforce

    To get started with Salesforce, you will need to sign up for an account. Salesforce offers a free trial version, so you can explore the platform and its features before making a commitment. Simply visit the Salesforce website and click on the "Get Started" or "Free Trial" button to begin the sign-up process. Provide the required information, such as your name, email address, and company details, and follow the prompts to create your account.

    Step 2: Set up your Salesforce instance

    Once you have signed up for Salesforce, you will need to set up your Salesforce instance. This involves configuring the platform to meet your specific business needs. Salesforce provides a setup wizard that will guide you through the initial setup process. You can customize various settings, such as currency, time zone, and language preferences. You can also set up user profiles and permissions to control access to different features and data within your organization.

    Step 3: Import your data

    After setting up your Salesforce instance, the next step is to import your existing data into the platform. This could include customer contacts, leads, opportunities, and any other relevant information. Salesforce provides various tools and options for data import, such as the Data Import Wizard and Data Loader. These tools allow you to map your data fields to Salesforce objects and import data from different file formats, such as CSV or Excel. Ensure that your data is clean and properly formatted before importing to avoid any issues.

    Step 4: Customize your Salesforce org

    One of the key advantages of Salesforce is its flexibility and customization capabilities. You can tailor the platform to suit your unique business requirements. Start byThere’s a reason Salesforce is the top sales CRM tool. It has a huge capacity to scale and offers so many solutions. But with opportunity comes complexity. This can make onboarding a real headache. 🤕

    We’re here to help! 🙌

    Here are the top requested Scribes for how to get started on Salesforce. 

    As you set up your Salesforce account, you’ll need to get a few basic steps out of the way. 

    Welcome to the Sales Team!

    We are excited to have you join our sales team. As a salesperson, you will play a vital role in driving our company's revenue and growth. This document will provide you with important information and resources to help you get started and become successful in your new role.

    Company Overview

    Before diving into your specific role, it's important to have a good understanding of our company and what we do. We are a leading provider of [insert product/service]. Our mission is to [describe mission/goal of the company]. By joining our team, you will have the opportunity to contribute to our success and make a meaningful impact.

    Your Role as a Salesperson

    As a salesperson, your primary responsibility will be to identify and acquire new customers. You will be responsible for generating leads, prospecting potential clients, and closing deals. Additionally, you will


    Salesforce is a powerful customer relationship management (CRM) platform that helps businesses manage their contacts, sales, and marketing processes. Adding contacts into Salesforce is a crucial step in ensuring that customer information is accurately recorded and easily accessible. In this document, we will brainstorm a new process for adding contacts into Salesforce, focusing on efficiency, accuracy, and user-friendliness.

    Current Challenges

    Before we delve into the new process, let's identify some of the challenges faced when adding contacts into Salesforce. These challenges may include:

    1. Manual data entry: The current process may involve manually typing in contact information, which can be time-consuming and prone to errors.

    2. Incomplete data: Sometimes, the contact information provided may be incomplete or inconsistent, leading to incomplete records in Salesforce.

    3. Lack of automation: The existing process may lack automation, requiring users to perform repetitive tasks, leading to inefficiencies.

    New Process for Adding Contacts into Salesforce

    To address the challenges mentioned above and improve the process of adding contacts into👇 Click below to learn: 

    How to view your leads in SalesforceHow to view your owned accounts and contacts in SalesforceHow to view your owned accounts in SalesforceHow to review your pipeline in Salesforce

    If you still haven’t been assigned accounts, contacts or leads, you can always begin by creating new records. Let’s walk through:

    How to create a lead in SalesforceHow to create a contact in SalesforceHow to create an account in SalesforceHow to create an Opportunity in Salesforce

    If you have multiple records that you would like to import to Salesforce, you can use the data uploader. 

    How to import new Accounts into SFDC

    Here we have a few other frequently asked questions. 

    How to export opportunities from Salesforce (SFDC) to Microsoft ExcelHow to log a meeting from Google Calendar onto SalesforceHow to integrate Salesforce with your Gmail and log a Gmail email

    Now that you have the basics on how to use Salesforce keep an eye out for more resources!

    Want to learn more about Salesforce or another tool? Message us your Scribe requests at [email protected].

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