One of the most fundamental techniques having a great impact on the cloud computing world is the Salesforce. This is a pioneer cloud-based CRM with a plenty of benefits and features for small-scale businesses. The main objective of this blog is to make you familiar with Salesforce accounts, the different type of Salesforce accounts, what are the guidelines while creating your own Salesforce account, and most importantly how to create a free Salesforce account with developer edition.
Steps to create a free Salesforce account with developer Edition in Brief –
The complete detail with screenshot will be discussed later in the blog.
An account in the Salesforce is used to store details about customers and entities, it may be company, agency, school, or any individual. There are different types of details are stored in the Salesforce like Name, Location, Web Address, and more. Based on the details stored in contacts, you can always create, delete, sort, or filter the account with the help of the Accounts tab in the Salesforce.
You are free to change the name of an account based on needs like a client, employee, student, patient etc. Importantly, Salesforce accounts are divided into two major categories – Person account and Business account. Both of these accounts are differentiated on the basis of business models. You first need to understand the business needs then create your own account free with Developer Edition in minutes.
They are used to store details for Companies and entities. They are suitable for B2B industries and this type of account is available in the developer, performance, enterprise, and unlimited editions. It can be used for both versions of Salesforce Classic and the Salesforce Lightning. By default, every Salesforce account is a business account until you don’t configure it based on your business requirements. Further, let us see how to create a business account in Salesforce.
For this purpose, you need to browse the “Accounts” tab then click on ‘NEW’ button under the tab. Now fill the all required fields and give a good name to your account. In the end, just click on Save button and you are done with the process. In this way, you can see how easier this would be creating a business account in Salesforce. Next, the important concept to focus is Person account.
As the name suggests, the personal accounts are used to store information about any individual. It may be any customer like the shopper, traveler, student, gym member, or any other person. This type of account is suitable for B2C industries. In Salesforce, person account is available in the developer, performance, enterprise, and unlimited editions. It can be used for both versions of Salesforce Classic and the Salesforce Lightning.
By default, your account will be assigned a Business account, if you want to use it as Person account then you need to put the request for the same. Once the personal account is enabled, it will act as a contact itself instead of managing multiple contacts that is possible in the case of Business Accounts. Here, are a few conditions for the Person accounts –
Let us see how to create a Person account in Salesforce. For this purpose, you need to browse the “Accounts” tab then click on ‘NEW’ button under the tab. Now fill the all required fields and give a good name to your account. In the end, just click on Save button and you are done with the process.
The process is almost the same as followed for the creation of business contacts. It is as simpler as creating a Gmail or Yahoo account by giving all basic details. As soon as, the Person accounts are enabled, it will show a new set of menu items in the tab.
Salesforce provides you an opportunity to create a free developer account to create Salesforce apps with simple drag and drop technique. Here, are the steps to be followed to create a free Salesforce account with the developer edition.
Steps 1: First of all, you should start the process by browsing https://developer.salesforce.com/, web link and click on the Sign-up option at the top.
Steps 2: Once, you will click on the Sign-up option then a form will display in front of you. It will ask for the little basic details like Name, email id, Company name etc. Here, you should remember that username would always be given in the form of email id, it does not matter either this email id exists in reality or not.
Steps 3: Once you will give all the basic details, there is one Sign me up option in end given in blue in the screenshot. You just have to click on the button and it will send a confirmation link on your given Email-id.
Steps 4: You just to click on verification link to activate your account.
As soon as you will log in again to your account, it will ask to change the password and give a strong combination this time and it should easy to remember as well. In the end, Logout from your account once work is complete.
Before we learn how to create a free Salesforce with Developer Edition, let us first check the guidelines for creating accounts in the Salesforce.
All the Best! With this tutorial, you have a complete detail of Salesforce accounts and how to create your own Salesforce account for Developer edition. By following all these instructions step by step, you can complete your job within minutes. To know more on Salesforce, join Salesforce certification program at JanBask Training and explore more interesting cloud concept right away.
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