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Small Business CRM FAQs & Videos

Welcome! You can find everything you need here to get your business running on Salesforce CRM. Read the FAQs, watch video tutorials, and don't forget to visit the Customer Learning Center where you can get answers to all your questions from other Salesforce CRM users and experts.

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Get Started With Your Trial Quick overview of Salesforce CRM watch \| read How do I import my contacts from Outlook? watch \| read How do I import my contacts from ACT!? watch \| read How do I import my contacts from Gmail? watch \| read How do I add or deactivate users? watch \| read How do I set up reminders? watch \| read	Customize Salesforce CRM How do I change the look & feel? watch \| read How do I create a custom field? watch \| read How do I create a custom Web tab? watch \| read How do I create a custom object tab? watch \| read	Manage Your Contacts How do I track my customer interactions? watch \| read How do I send a mass stay-in-touch email? watch \| read How do I merge duplicate contacts? watch \| read How do I email a contact? watch \| read How do I manage customers?* watch \| read How do I convert leads?* watch \| read How do I manage the sales process?* watch \| read
Set Up Your Email How do I connect to Gmail? watch \| read How do I use Salesforce for Outlook? watch \| read Analyze Your Data How do I create a custom report? watch \| read How do I add a field to a report? watch \| read	Beyond Salesforce CRM How do I connect with Google Apps? watch \| read What is the AppExchange and how do I use it?* watch \| read How do I buy Contact Manager or Group Edition? watch	Billing FAQ View all billing questions... read

*Group Edition or higher only

Get Started With Your Trial Quick overview of Salesforce CRM watch \| read How do I import my contacts from Outlook? watch \| read How do I import my contacts from ACT!? watch \| read How do I import my contacts from Gmail? watch \| read How do I add or deactivate users? watch \| read How do I set up reminders? watch \| read	Customize Salesforce CRM How do I change the look & feel? watch \| read How do I create a custom field? watch \| read How do I create a custom Web tab? watch \| read How do I create a custom object tab? watch \| read	Manage Your Contacts How do I track my customer interactions? watch \| read How do I send a mass stay-in-touch email? watch \| read How do I merge duplicate contacts? watch \| read How do I email a contact? watch \| read How do I manage customers?* watch \| read How do I convert leads?* watch \| read How do I manage the sales process?* watch \| read
Set Up Your Email How do I connect to Gmail? watch \| read How do I use Salesforce for Outlook? watch \| read Analyze Your Data How do I create a custom report? watch \| read How do I add a field to a report? watch \| read	Beyond Salesforce CRM How do I connect with Google Apps? watch \| read What is the AppExchange and how do I use it?* watch \| read How do I buy Contact Manager or Group Edition? watch	Billing FAQ View all billing questions... read

800 1301 448 (SG), 800 967 655 (HK), +65 6302 5700 (Intl) | Contact

800 1301 448 (SG), 800 967 655 (HK), +65 6302 5700 (Intl) | Contact

Small Business CRM FAQs & Videos

Get Started With Your Trial

Customize Salesforce CRM

Manage Your Contacts

Set Up Your Email

Analyze Your Data

Beyond Salesforce CRM

Billing FAQ