Salesforce User Guide - Login and First-Time Setup

Overview

This guide walks you through logging into Salesforce using single sign-on (SSO), verifying your identity, and completing initial setup the first time you access Salesforce. It covers selecting the correct app for your role and personalizing your profile settings.

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)

Before You Begin

Systems Required: Salesforce, and either the Microsoft Authenticator app on your cell phone (installed during IT onboarding) or access to your email, depending on which identity verification method is set up on your account.

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.

What This Guide Covers

• Logging into Salesforce with single sign-on
• Verifying your identity (Microsoft Authenticator or email)
• Completing first-time setup and bookmarking your app
• Selecting the correct app for your role
• Personalizing your profile settings (personal info, title, hours, and time zone)

Step-by-Step Instructions

Step 1: Log In with SSO

Open rri.my.salesforce.com and click Log in with RRI Single Sign-On using the credentials provided by IT during onboarding.

Select your RRI email address.

Step 2: Verify Your Identity

There are multiple ways to verify your identity, depending on how your account is set up.

Method A: Microsoft Authenticator App

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.

Method B: Email Verification Code

If email verification is used instead, Salesforce will display a Verify Your Identity screen.

Look for an email from no-reply@salesforce.com containing a six-digit verification code.

Copy and paste the code into the verification field.

Note: If the code comes back as incorrect, try manually typing it in instead of copying and pasting. If it still doesn’t work, click Resend Code to get a fresh one and try again.

If this is your first time loading Salesforce on your PC, continue to Step 3. Otherwise, you’re logged in.

Step 3: Complete First-Time Setup and Select Your App (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 — https://helpdesk.tonyrobbins.com/hc/en-us/articles/52320450227091-How-to-Set-Up-Bookmarks-in-Chrome

Step 4: Access Your Settings

Locate the default bear icon in the top right corner of Salesforce (or your photo, if you’ve already uploaded one).

Click the icon to locate the Settings option.

Step 5: Verify Your Personal Information

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.

The phone number listed is your work Zoom number. This is the number clients will use to call you back, and it will serve as your direct line moving forward.

Step 6: Update Your Title and Work Hours

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.

Step 7: Set Your Language and Time Zone

Click Language & Time Zone on the left-hand side, select the correct time zone from the drop-down, and click Save.

Note: All rep accounts are set up on Pacific Time by default.

Also See

Connecting Outlook to Salesforce — Connecting Outlook to Salesforce

How to set up your Salesforce email signature  — Salesforce Email Setup

Best Practices

Follow these guidelines every time you log in or update your Salesforce profile:

• 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.
• If a verification code fails after copying and pasting, try typing it in manually before requesting a new one.
• Select the app that matches your specific role (Sales Engagement or Sales Console).

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