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How To Do A Basic Salesforce Setup

| Blog | October 15, 2012

Image representing Salesforce as depicted in C...


Before rolling out Salesforce, you will have to take care of a lot of details such as when exactly you are going to deploy the platform, the hierarchy as to who will have the admin privileges, etc. Although these details seem trivial, you will be surprised at the number of people who neglect this. Finally on the launch date, they will be faced with so many complications that things are bound to go wrong.



On The Installation Page

When you first prepare the system to install Salesforce, you will have to go to the page where your package will be present. The link will be made available to you through email and just ensure that the version and the package name is the same as that which is assigned to you. Click on the button that indicates continue and the installation process will begin. Once that is done, you have to ensure that the APIs or the Application Programming Interfaces are approved where they are required. The details for this process will be given to you by the package provider, which is Salesforce in this case.

Choosing The Security Level

Another important process in Salesforce setup is choosing the security level. This is a two edged sword and you have to be really careful while choosing the right options. If you restrict access too much, you will have a single person with too much workload. On the other hand, too many people with privileges might hinder the optimum performance of the platform. Make sure you think this through before the setup as you cannot undo it.

Package Installation and Deployment

Once the security levels are chosen, click on the option that will install all the packages that are assigned to you. You will have to wait for a certain interval of time depending on your choice of packages and other small constraints. Once the installation is complete, the platform is ready for deployment. All you need to do is click on the deploy button and you have officially launched your Salesforce platform.

Tips for Remote Site Setup

Once the packages are deployed, you can go ahead with setting up the remote site. The settings options will be in the security controls tab of the setup menu. The other options of this procedure are fairly self explanatory. Once this is done, you can start using the different applications and the other features of Salesforce.

Penny is an expert with Cirrus Insight. Her interests lies primarily in writing and she loves to write about internet technology and marketing. Cirrus Insights provides Google apps contact sync and calendar sync for better CRM.


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One Response to “How To Do A Basic Salesforce Setup”

  1. Thanks for this article, it was really useful. We are currently implementing SFDC in our business.

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