Salesforce (SF) Login and Initial Setup

Salesforce (SF) Login and Initial Setup

Salesforce & Microsoft Authenticator — Login and New Hire Setup

Overview

This guide walks you through how to log into Salesforce using single sign-on (SSO) and the Microsoft Authenticator app, and how to complete initial setup the first time you access Salesforce.

Who This Is For: Login steps apply to everyone, any time you're logged out of Salesforce. Initial setup applies to all new hires on sales teams logging into Salesforce for the first time, including:

• Coaching Sales (CCs, CSRs)
• Business Mastery (BCs, BMRs)
• Personal Results Specialists (PRS)
• Field Sales Representatives (FSRs, NCs)
• Events Sales Specialists (ESS – AZ team)

Required Systems: Salesforce and the Microsoft Authenticator app on your cell phone (installed during IT onboarding).

The Microsoft Authenticator app, installed during IT onboarding.

Important: Always look for the SSO option when logging into any of our sites. Only use the username-and-password login if SSO is not available.

Step-by-Step Instructions

Step 1: Log In with SSO

Open rri.my.salesforce.com and click Login with Your RRI Single Sign-On (SSO) using the credentials provided by IT during onboarding.

Select your RRI email address.

A verification code will generate on your screen.

Check your cell phone for the prompt to open the Authenticator app.

Open the Authenticator app and enter the code shown on your PC.

A pop-up on your PC will ask if you want to stay signed in. Check the box for "Don't show this again" and click Yes.

If this is your first time loading Salesforce on your PC, continue to Step 2. Otherwise, you're logged in.

Step 2: Complete First-Time Setup (First-Time Users Only)

In the top left corner, click the 9-dot grid to open the App Launcher.

If you are a CC, BC, NC, or PRS, type "Sales Engagement" into the search bar and click the result.

All other roles: type "Sales Console" into the search bar and click the result.

Note: If you haven't bookmarked this page, bookmark it now.

Refer to: How to Set Up Bookmarks in Chrome

Step 3: Set Up Time and Language

Locate the default bear icon in the top right corner of Salesforce.

Click the icon to locate the Settings option.

Confirm your information is correct. If it isn't, notify your reporting manager immediately.

Important: Do not make changes in the Details section at the top of the page.

Scroll down and update the following:

• Title – if it's listed as an abbreviation (e.g., CSR), spell out the full title. This field is used in some Salesforce email templates.
• Work hours – these don't need to be exact if your days vary. For example, if you start between 7–9 AM, select 8 AM.
• Click Save.

Selecting language and time zone in Salesforce.

Also See

Connecting Outlook to Salesforce

How to set up your Salesforce email signature (Coming soon)

Quick Tips for Success

• Always use SSO. Only use a username and password to log in if SSO isn't available on the site.
• Bookmark right away. Save the Sales Engagement or Sales Console page as a bookmark as soon as you access it for the first time.
• Leave your Details section alone. If anything in the top Details section of Settings is incorrect, notify your manager instead of editing it yourself.
• Double-check your title and hours. These fields feed into Salesforce email templates, so accuracy matters.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.