Navigating Salesforce

Once you get access to your development org, it’s time to log in. To log in to Salesforce, you need to go to https://login.salesforce.com/. This is important, as we’ll see later when we discuss sandboxes, as you have to go to https://test.salesforce.com/ to log in to a sandbox. Your Salesforce username has to be in the format of an email, but not an actual email address. This is a key point since you may have access to multiple Salesforce orgs and the username has to be unique. So, when you set up your account, there is a requirement for an email address as well, which does have to be a real email address since you will receive a verification confirmation for the first-time login. The username can be anything that takes the form of an email: so, for instance, my email might be [e-mail], but my username could be [e-mail].

Once you log in, you will notice all of the tabs at the top of the page:

Figure 1.3: Navigation...