Salesforce offers a free account tier to help businesses get started with its customer relationship management (CRM) platform. The free account includes access to a limited set of features, but it’s a great way to try out Salesforce before committing to a paid subscription.
To sign up for a Salesforce free account, visit the Salesforce website and click on the “Free Trial” button. You’ll then be prompted to enter some basic information about your business and to create a username and password.
Salesforce Free Account
Salesforce offers a free account tier that includes:
- Access to core CRM features
- Up to 10 users
- 2 GB of storage
- Limited customization options
- Support via online help
The free account is a great way to get started with Salesforce and to see if it’s the right CRM for your business.
Access to core CRM features
The Salesforce free account includes access to a limited set of core CRM features, including:
- Contact management: Track and manage your contacts, including their contact information, activities, and notes.
- Lead management: Qualify and nurture leads through your sales pipeline.
- Opportunity management: Manage your sales opportunities from start to finish, including tracking progress, setting milestones, and closing deals.
- Activity management: Track your sales activities, including calls, emails, and meetings.
These core CRM features give you a solid foundation for managing your customer relationships. You can use them to track your sales pipeline, manage your contacts, and close more deals.
Up to 10 users
The Salesforce free account allows you to have up to 10 users. This means that you can give access to your Salesforce account to 10 different people, such as your sales team, marketing team, and customer service team.
Having multiple users can be beneficial for a number of reasons. First, it allows you to divide up the work of managing your CRM system. For example, you could assign one user to manage contacts, another user to manage leads, and another user to manage opportunities.
Second, having multiple users can help you to improve collaboration. For example, you could use Salesforce to track the progress of a sales opportunity and assign different tasks to different users. You could also use Salesforce to share files and documents with other users.
Finally, having multiple users can help you to improve security. You can assign different levels of access to different users, so that only the users who need access to sensitive information have it.
If you need more than 10 users, you can upgrade to a paid Salesforce subscription. Paid subscriptions allow you to have an unlimited number of users.
2 GB of storage
The Salesforce free account comes with 2 GB of storage. This storage space can be used to store a variety of files, including:
- Documents: You can upload and store documents in Salesforce, such as PDFs, Word documents, and spreadsheets.
- Images: You can upload and store images in Salesforce, such as photos of your products or your team.
- Files: You can upload and store any type of file in Salesforce, such as ZIP files, audio files, and video files.
- Attachments: You can attach files to records in Salesforce, such as contacts, leads, and opportunities.
2 GB of storage is enough space for most small businesses. However, if you need more storage space, you can upgrade to a paid Salesforce subscription. Paid subscriptions come with more storage space, as well as other features and benefits.
Limited customization options
The Salesforce free account comes with limited customization options. This means that you cannot make major changes to the look and feel of your Salesforce account. For example, you cannot change the layout of your Salesforce pages or add your own custom fields.
However, you can make some minor customizations to your Salesforce account. For example, you can change the color scheme of your Salesforce pages and add your own custom branding. You can also create custom reports and dashboards.
If you need more customization options, you can upgrade to a paid Salesforce subscription. Paid subscriptions come with more customization options, as well as other features and benefits.
Here is a summary of the customization options that are available in the Salesforce free account:
- Change the color scheme of your Salesforce pages
- Add your own custom branding
- Create custom reports and dashboards
- Create custom fields (only available in certain editions)
- Create custom objects (only available in certain editions)
If you need more customization options than this, you will need to upgrade to a paid Salesforce subscription.
Support via online help
The Salesforce free account comes with support via online help. This means that you can access Salesforce’s online help documentation to get answers to your questions. You can also contact Salesforce support via email or chat.
Salesforce’s online help documentation is extensive and covers a wide range of topics, including:
- Getting started with Salesforce
- Using Salesforce to manage your sales pipeline
- Customizing Salesforce to fit your needs
- Troubleshooting common problems
If you cannot find the answer to your question in the online help documentation, you can contact Salesforce support via email or chat. Salesforce support is available 24/7, so you can get help whenever you need it.
Here is a summary of the support options that are available with the Salesforce free account:
- Access to Salesforce’s online help documentation
- Email support
- Chat support
If you need more support than this, you can upgrade to a paid Salesforce subscription. Paid subscriptions come with more support options, as well as other features and benefits.
FAQ
Here are some frequently asked questions about the Salesforce free account:
Question 1: What is included in the Salesforce free account?
Answer: The Salesforce free account includes access to core CRM features, up to 10 users, 2 GB of storage, limited customization options, and support via online help.
Question 2: How long does the Salesforce free account last?
Answer: The Salesforce free account lasts for 30 days. After 30 days, you can either upgrade to a paid subscription or continue using the free account with limited functionality.
Question 3: Can I add more users to my Salesforce free account?
Answer: Yes, you can add up to 10 users to your Salesforce free account. To add more users, you will need to upgrade to a paid subscription.
Question 4: Can I customize my Salesforce free account?
Answer: Yes, you can make some minor customizations to your Salesforce free account, such as changing the color scheme and adding your own custom branding. However, you cannot make major changes to the look and feel of your account.
Question 5: What kind of support do I get with the Salesforce free account?
Answer: With the Salesforce free account, you get support via online help. You can access Salesforce’s online help documentation to get answers to your questions. You can also contact Salesforce support via email or chat.
Question 6: How do I upgrade to a paid Salesforce subscription?
Answer: To upgrade to a paid Salesforce subscription, you can contact Salesforce sales. Salesforce sales will help you choose the right subscription for your needs.
Question 7: What are the benefits of upgrading to a paid Salesforce subscription?
Answer: Upgrading to a paid Salesforce subscription gives you access to more features and benefits, such as more storage space, more customization options, and more support options.
I hope this FAQ has answered your questions about the Salesforce free account. If you have any other questions, please contact Salesforce support.
Now that you know more about the Salesforce free account, you can start using it to manage your sales pipeline and grow your business.
Conclusion
The Salesforce free account is a great way to get started with Salesforce and to see if it’s the right CRM for your business. It includes access to core CRM features, up to 10 users, 2 GB of storage, limited customization options, and support via online help.
If you’re not sure whether Salesforce is right for you, I encourage you to sign up for a free account and give it a try. You can use it to manage your sales pipeline, track your leads and opportunities, and close more deals. And if you need more features and functionality, you can always upgrade to a paid subscription.
Salesforce is a powerful CRM that can help you grow your business. The free account is a great way to get started, and I encourage you to give it a try.