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Get to Know the Premier Success Plan

Welcome to the Salesforce Success Plans. This article is designed to help you navigate and maximize the resources available, so you can have a smooth and successful start to your Salesforce journey.

If you’re a Premier or Signature customer and you still have questions after reviewing this article, you can request an individual follow-up here.

Best Resources to Start Your Journey

Understanding Salesforce basics is essential for getting the most out of your business. First, let’s break down key terms and concepts, provide step-by-step guides for common tasks, and highlight the benefits of setting up a Trailblazer Account and signing up for Expert Coaching. With this foundation, you'll be well-equipped to achieve your business goals. Before you can access Premier resources, you must set up your Trailblazer Account.

Your Trailblazer Account allows you to easily log in to all of Salesforce’s digital experiences (Trailhead, Salesforce Events, Salesforce Help, Trailblazer Community, Salesforce+, etc.) using one authenticated username.

Watch this video to learn how to set up your Trailblazer Account:

Understanding Security Best Practices

Cybersecurity is a shared responsibility. Salesforce builds strong security into its platform and gives you tools to protect your data, but you also need to take action by enabling multi-factor authentication, managing user permissions, doing regular security checks, restricting login access, securing your internet connections, educating your users, and using the Security Health Check tool to keep your Salesforce instance safe.

Learn more about Security Best Practices in this article.

Watch this video to learn about best setup practices.

Get Salesforce Ready: Beginning Setup Best Practices - Watch Video

Understanding Salesforce Basics

Whether you're new to the platform or looking to deepen your understanding, this guide will help you get started with the essentials.

Salesforce Glossary of Terms
To familiarize yourself with the terminology used within the Salesforce ecosystem, refer to the Salesforce Glossary of Terms. This resource provides definitions for commonly used Salesforce terms, making it easier to navigate and understand the platform.

Who Sees What Series
Understanding data visibility and security is crucial for managing your Salesforce organization. The Who Sees What Series is a series of videos designed to help you understand Org Wide Defaults and Permissions

Get Started with Salesforce
For a comprehensive guide on what happens when you purchase Salesforce, understanding the different products and editions, and common getting started tasks, refer to the Get Started with Salesforce documentation.

Know How to Log In, Navigate and Search Salesforce

Logging into Salesforce is essential for accessing comprehensive customer data, enhancing productivity, and ensuring secure operations. Here’s a quick overview of the login process:

1. Welcome Email: You should receive a 'Welcome Email' or 'Account Verification' email from your system administrator. This email contains your username and a link to complete the setup.

2. Setup: Click the link, set your password, and choose a security question to finalize the login process.

For more detailed guidance, review these resources:
Salesforce User Basics
Log In, Navigate and Search Salesforce
Salesforce CRM: Navigate Around

Set Up Users

Setting up users in Salesforce is a critical step to ensure that your team can access and use the platform effectively. Learn how to insert users with Data Loader by watching this Salesforce Support Video.

For more detailed instructions, refer to the following product documentation:

Import Your Data

Data loading in Salesforce ensures that accurate and relevant data is available for business operations and decision-making. It allows you to bring in data from various sources, reducing the need to manually create records. Proper data loading helps maintain data integrity and consistency, which are crucial for effective customer relationship management and operational efficiency.

To get started with importing your data into Salesforce, follow these steps:
1. Prepare Your Data: Ensure your data is clean and formatted correctly. Common formats include CSV files.
2. Choose a Data Import Tool: Salesforce offers several tools for data import, including the Data Import Wizard and Data Loader.
3. Map Your Data Fields: Match your data fields to the corresponding Salesforce fields to ensure accurate data import.
4. Import Your Data: Use the chosen tool to upload your data into Salesforce.

For more detailed guidance, refer to the following resources:

Other Resources

Select this Premier Success Plan resources article to learn more about the resources available, such as Expert Coaching, where you can talk one-on-one with a Salesforce Expert about any product or topic of your choice. Alternatively, sign up for a 90 minute online Workshop with a Salesforce certified instructor where you will get access to a demo org to apply what you learn on top Salesforce features.