Hello, Friends, I am very happy to tell you all with this useful information. This post is only for Beginners. And for the experienced persons, this post helps them to refresh the things which they already know.
How to Create Salesforce Developer Account?
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.
Guidelines for Creating Salesforce Developer Account
Before we learn how to create a free Salesforce with Developer Edition, let us first check the guidelines for creating accounts in the Salesforce.
1: When you are planning to create a business account then permission should be set for accounts only. At the same time, for the Person Account, the permission should be set for both contacts and accounts.
2: If record types are created by the administrator then you may be prompted to decide on a particular record type during the creation of an account. Further, for each record, there would be fields and objects associated with the same.
3: To check either different business accounts are linked together perfectly or not, you should fill the parent account filed every time. The same hierarchy can also be viewed in the account details page.
4: For the Lightning Experience, there is one Account Hierarchy page that will explain to you the relationship among accounts. As soon as changes are made to the Parent account, it will automatically reflect the child node.
The complete process makes the account management easy as per the expectations.
5: You should divide the parent node of business account based on category like location, designation, service department etc. For example, if your Company has two offices in America and India then create two business accounts for each location.
6: In case, the divisions are defined by the admin automatically then it will set the default division every time otherwise you could manually select a different division.
7: If territory rules are defined by the admin then they will be automatically assigned to newly created accounts.
What is Salesforce Account?
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.
Different Type of Salesforce Account
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.
1). Business Accounts
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.
2). Person Accounts
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:
- There should be a minimum record type available for the account otherwise you should create a new record type to complete the process.
- Each Salesforce profile should be given “Read” permissions from the account tabs.
- The details stored within contacts should always be controlled by the Parent node only.
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.
Why should Person Contacts be avoided?
- High Memory Utilization.
- They cannot be disabled.
- Data is not structured logically.
- Limited Reporting.
- Not scalable.
Stay tuned to salesforceupdates.com for more updates.