Salesforce Login and Everything You Need to Know About it
So, you’re ready with your brand-new Salesforce solution, one of the most powerful CRM tools that has ever been developed. We can imagine how excited you are.
Full of hope, you’re trying to work with it and the last thing you think about is how to login salesforce.com application. It seems like it’s the easiest part after all those setups and customizations. What can go wrong with your login? You have the information, all you need to do is just to insert them into the screen and that’s it; all the power of Salesforce management is in your hands.
It may sound strange, but many users face challenges when trying to log in, so if that’s you, you are not alone. That’s why we created this guide to help you out.
Everything you need to know about Salesforce login:
So, how to login Salesforce?
The easiest and the most convenient way is to go to the login page and provide your login data; the username and password. If you want to stay logged in, just check the “Remember me” option. Click “Log In” and you’re there!
This article could have ended here if there were no other peculiarities, but as you might have already guessed, that’s not the case.
Salesforce login issues: What are they and how do we handle them
Sometimes it is not about copying and pasting the username and password. Here we have covered the cases that may be confusing for people who are just getting started with Salesforce.
It’s possible that your company has its own domain name. If so, do the following
1. Custom domain: Where do I find it?
If your company uses its custom domain, the steps for finding it are as follows:
- Navigate to the login page.
- Select the “Use custom domain” option; it’s located in the lower part of the box to the right.
- Are you struggling with the domain name? Ask your system administrator.
The procedure is a little bit more complex if this is your first time logging into the system. Once the profile is set up, the welcome emails containing the username, password, and the link are sent by the system admin to make your life easier. Just locate that email. Didn’t get one? Check your spam or junk folder. Still can’t find it? Then it’s high time to contact your administrator and ask them to resend the credentials. Once it is finally done, here’s the drill.
Click on the provided link:
- You will be redirected to the login screen
- Set up your password
- Set up security questions
- Now, after you have set up everything, you can use the data for logging into the system next time.
2. Production or sandbox: What’s the difference?
Many users wonder why their production service credentials don’t work if they see the same screen. But here’s the trick. It’s a testing environment, not the one you use for the actual work. Here, everything is different despite the fact that it looks the same. The first thing is the link: it is not the same one that you would use to go to production. Most often, it is not even accessible for ordinary users. It may be located on a different subdomain e.g. sandbox.yourdomain.com or even accessible via the IP address, i.e. 184.108.40.206/login.
It all depends on your system administrator and the internal requirements, but we will not dive into the details here. The login information in some rare cases can be the same but it would likely be different to avoid confusion and may contain the hints that it’s a testing environment, so don’t think there is a mistake when you see test.username or test.email@youremail as a login. Usually, this is done to avoid mixing between the testing and production environments. So, make sure to clarify the correct set of details to the sandbox with your administrator.
3. Salesforce.com login as another user
If you cannot handle the login procedure, your system administrator might need to perform the Salesforce login procedure to see what the problem is.
This option is not available in all Salesforce solutions, but only in:
In order to log in as another user, user permission is required. But even this is not all. If another user logs in, some functions will be disabled for security purposes, for instance:
- OAuth data access. This is aimed at providing access to third-party applications. And self-explanatory one: you don’t want to face issues when someone is trying to cause malicious attack from a third-party app on your behalf. So there is no way, this function may be granted in logins from other user accounts.
- Username change. If a user is logged in as another user, this option is blocked to prevent a further lockdown.
- No emails. Once you are logged in as a certain user, it will not be possible to initiate any email sending on behalf of the Salesforce application. The only exception is given to users whose email addresses are verified.
Sometimes, despite having received and saved the details, you still cannot log in. In such cases, you will need to refer to the information below.
Salesforce Login Troubleshooting
If the system doesn’t log you in even after several attempts, try the following:
- Check your credentials one more time. It is very common, but many users still make mistakes when typing in their login data. The most common mistake is adding an extra space or some other unexpected symbol.
- All passwords are case-sensitive. Are you sure the case is correct for all letters?
- If it is your first time logging in, just follow all the prompts and instructions that you will be receiving during the process. First of all, you will need to verify your Salesforce account by following the link that your system administrator sent to your email.
- If you can’t remember your password, there is an option to recover it. Navigate to the Salesforce login page. From there, you’ll see the option “Forgot your password?” Click on it. You will be redirected to the password recovery page where, after you reply to your security question, you will be allowed to reset your password for a more convenient one.
- If the link for password recovery doesn’t work, the only option to recover your password is to contact your system administrator with this request.
If the first troubleshooting stage didn’t help, move to the following option:
- Salesforce cookies should not be blocked
- If cookies are not blocked and you still cannot log in, clean the browser cache
- Clean cookies
- Repeat a login attempt
Still nothing? Check the profile permissions. Contact the system administrator again to ensure you do not have an API-Only User permission. If you do, it should be changed because this permission blocks users from logging in.
There might be some other reasons preventing you from a successful login attempt, such as internal server issues, network connectivity interruptions, or system maintenance. These affect not only login pages but system functionality overall. This is System Admin’s work, so if you are faced with any of these obstacles the only thing you can do is wait until the CRM instance is ready.
In this guide, we covered most of the issues users can experience with login and how to resolve them. So if you are new to Salesforce, pin this tab to have quick access to it in case you need login help.