Salesforce Training Logging into Salesforce SALESFORCE LOGIN

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1 SALESFORCE LOGIN These instructions are for new users of Salesforce. Complete all the instructions below for proper functionality. If using multiple computers to access Salesforce, it is necessary to complete these instructions on each computer, including home computers. Logging into Salesforce: Logging in for the first time: 1) You will receive an with your User Name and a Temporary Password and a link. Click the link to log in The first time you log in you are prompted to change the temporary password that was ed to you 2) While logging in, you are also prompted to change a security question response 3) Be sure to bookmark or create an icon to open the Salesforce login page for future use Overcoming password issues: 1) Forgotten passwords Click the Forgot your password? link 2) Enter your Username and click Continue a message is sent to your address 3) Open the and click the link provided answer your security question, and click Continue 4) A temporary password is sent to your address click the link to log in using the temporary password 5) When prompted, enter a new password You might have to activate your computer to successfully log in to Salesforce whenever your password is changed or reset. Activating your computer allows Salesforce to verify your identity and prevent unauthorized access. To activate your computer: 1) When prompted on the login page, click the Send Activation Link button - Salesforce sends an activation to the address specified on your Salesforce user record 2) When you receive the activation , copy and paste the activation link into your browser 3) The activation link included in the is available for you to copy and paste into your browser up to 24 hours from the time you clicked the Send Activation Link button. After 24 hours, the activation link expires and you must repeat the activation process to log in Outlook Integration Setup: 1) If your Outlook is open, close it 2) Log into Salesforce 3) Click the down triangle next to <your name> and select Setup Page 1 of 9

2 4) In the left nav, under Personal Setup, expand Desktop Integration. Click on Salesforce for Outlook 5) On this page, click Download (Version ) Page 2 of 9

3 6) When this dialog box appears, click Run A progress dialog box appears. Nothing to do but watch.. 7) Click Run again 8) Click OK if English is the language selected 9) Click Next > If you do not see this window, skip to Step #11 Page 3 of 9

4 10) Ensure both checkboxes are checked & click Next > a progress bar will appear. Skip if ou do not see previous Prerequisites Wizard window 11) Click Next > 12) Select the I accept radio button & click Next > Page 4 of 9

5 13) Click Next > Do Not Browse to change the Folder location!! 14) Click Install Admire the next progress dialog box. 15) Ensure Start Salesforce for Outlook checkbox is checked Click Finish Installation is complete. Page 5 of 9

6 16) Launch Outlook as usual Note that you have an new Salesforce for Outlook icon on your desktop -> And a new icon is now in the System Tray of your screen - > 17) Right mouse click over the S icon in the System Tray > select Settings. The SF for Outlook Settings dialog box appears Your should populate the User Name field 18) Enter Your Salesforce Password Check Remember User Name checkbox Then click Login! 19) Click the Allow button Page 6 of 9

7 20) Click Next Do Not change any Folders! 21) Click Save All checkboxes should be Unchecked! 22) Finished! Click Close Note: Your Outlook Home ribbon now has the Add s Salesforce button very left side Page 7 of 9

8 Note: When you open a new , the Message ribbon now has the Send and Add Salesforce button If you are transititioning from SalesLogix to Salesforce, see next set of instructions to remove your Send SLX button Removing the button from New Outlook Skip these instructions if you are new to Salesforce (after January 2013). Remove the Send SLX button to prevent confusion transitioning from SalesLogix to Salesforce! Begin by closing Outlook!! 1. Go to Start button 3 2. In the Search programs and files field, type in cmd 3. Under the Programs section, double click on cmd.exe 2 1 Page 8 of 9

9 4. At the cursor, type in the following: regsvr32 /u "C:\Program Files (x86)\saleslogix\slxab32.dll" and then press Enter You should get this message as shown: Repeat step 4 above but with this entry regsvr32 /u "C:\Program Files (x86)\saleslogix\slmn.dll" And you should get another DLLUnregisterServer xxx succeeded. message. Lastly, at the curser, type in exit and this will close this dialog box. Reopen Outlook! You should now have just the Send & Add Salesforce button on New Messages! Page 9 of 9