Getting Started

Welcome! Browse through our archive of videos and tutorials to get you up and running with Salesforce CRM and if you are new to Salesforce, check out the answers from our experts to frequently asked questions.

Get Started With Your Trial

Quick overview of Salesforce CRM
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How do I import my contacts from Outlook?
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How do I import my contacts from ACT!?
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How do I import my contacts from Gmail?
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How do I add or deactivate users?
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How do I set up reminders?
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Customize Salesforce CRM

How do I change the look & feel of Salesforce CRM?
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How do I create a custom field?
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How do I create a custom Web tab?
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How do I create a custom object tab?
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Manage Your Contacts

How do I track my customer interactions?
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How do I send a mass stay-in-touch email?
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How do I merge duplicate contacts?
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How do I email a contact?
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How do I manage customers?*
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How do I convert leads?*
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How do I manage the sales process?*
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Set Up Your Email

How do I connect Gmail with my Salesforce CRM?
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How do I connect Outlook with my Salesforce CRM?
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Analyze Your Data

How do I create a custom report?
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How do I add a field to a report?
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Beyond Salesforce CRM

How do I use Salesforce CRM with Google Apps?
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What is the AppExchange and how do I use it?*
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How do I buy Contact Manager or Group Edition?
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Billing FAQ

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*Group Edition or higher only