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How To Create A New User In Salesforce

We are going to create a new user in your Salesforce instance. Simply put a user is anyone who logs into Salesforce. This can be an employee, colleague or someone new who is working for you. This tutorial will explain how to grant access to new users in your Salesforce instance.

  • Usernames are unique across all of Salesforce.
  • A Password link can be sent to a new user so they can easily change it.

Follow along with John and use this article as your guide: 

Let's get started!

  1. In your Lightning Home Screen, click Setup

  2. Type ‘Users’ in your Quick Find box and select Users

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Step One: Add New User

  1. From Setup, enter Users in the Quick Find box, then select Users.

  2. Click New User to add a single user or click Add Multiple Users to add up to 10 users at a time.

  3. Enter each user’s name, email address, and a unique username in the form of an email address. By default, the username is the same as the email address, but you can overwrite this.

  4. Select the user license you want to associate with the users you create (the license determines which profiles are available for each user).

  5. Select  profile.

  6. Select Generate passwords and notify user via email to email a login name and temporary password to each new user.

  7. Click Save.

Salesforce Create New User Screenshot of Page

How easy was that? In just a few simple steps you created a user in your Salesforce org. Remember that you can create up to 10 user profiles at a time. This saves a lot of time and energy to focus on other things within your business. Well done!

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Too many users to add?  Contact us today and let us worry about that, you have a business to run!

Maximize productivity while working from home.


As technology changes at lightning speed so does the way we work. If you have fantasized about your 9-5 beginning and ending from the comfort of your own home you are not alone. According to between 2005 to 2017, there was a 159% increase in remote work. In 2015, 3.9 million U.S. workers were working remotely. Today that number is at 4.7 million, or 3.4% of the population.
States like Massachusetts are even offering employers major tax credits for businesses that allow their employees to work from home. All in the name of reducing our carbon footprint and decongesting our roadways. If you’ve ever had to commute to work in a major city you understand the stress and anxiety.
At CRMD we have consultants across the country who work from home. We try to balance working from home with lots of communication and occasional team outings to encourage bonding and create community within the company. Check out how you can maximize productivity while working from home. So get out of those PJ’s, grab a coffee and get productive!


Early Riser

Work Hours

Afternoon Meetings

Short Breaks

Office Hours

Plan the night before.

One of the key steps to be productive when working from home is planning out your day the night before. Instead of waking up the morning of your stay-at-home work day frantic and overwhelmed; spend 30 minutes the night before plan your productive day. (Maybe even light cleaning your workspace to make it more inviting the following day)

Waking up early is essential to a blooming day.

The most productive way to start your morning is going straight to work mode. Get your daily dose of coffee and go straight to work. Since you planned your day the night before, you already know what you’re going into so it’s an easy transition. Once you feel like you need a little break, time for breakfast.

Set your work hours.

Setting your work hours creates structure which helps productivity. It will help you determine when to start and end your work day. Being clear and creating boundaries with your work hours will help you balance work and home life. It’ll help your body adapt to your typical work day at home.

Schedule meetings in the afternoon.

A little pro tip is to plan your meetings in the “early afternoon” around 10 or 11 am to boost productivity. If you’ve been working alone all morning , talking to co-workers and clients will help you become more motivated to finish your day off strong.

Take short breaks.

The beauty of working from home is the flexibility, embrace it. Whether you’re going to a workout class or going out for lunch, enjoy time away from your workspace. When you return, you’ll have a refreshed mindset. If you do not want to leave the comfort of your home, take 10 minute breaks to destress by stretching.

Embrace office hours.

Most companies that work remotely set up offices in cities that they employ the most people. Office spaces like WeWork, Oficio, The Wing, and hundreds of other provide an excellent space to get away and focus on your work. If your company provides office hours take advantage of it! You’ll be in an environment with like minded people and will be able to structure your day without the distractions that might occur while working from home.

Working from home really has its perks. However, like all good things it is all about moderation. The best part about working from home is that you can work anywhere. So if you find yourself constantly distracted while at home opt for another location. Coffee shops are a great work-space for remote workers, it smells great and there is unlimited coffee! If you have co-workers that live nearby invite them along! Being able to bounce ideas off of someone else will maximize productivity and efficiency plus a little human interaction never hurts.

What is Salesforce?

What is Salesforce?

Often times when we tell people that we partner with Salesforce they scratch their heads. They look even more confused when we tell them it is a CRM platform. Check out our latest article ‘What is CRM.A quick guide to success.’ These terms are still not widely known and we want to change that. For those who find themselves reading this article with a full understanding of the Salesforce, standing ovation my friend! If you are like the masses who still don’t have a clear understanding of the CRM platform keep reading.
Salesforce Astro & Cody

Quick overview and History:


 Salesforce has become one of the largest Saas(Solution as a Service), Cloud Computing platforms in the world. They consider themselves to be the Worlds #1 CRM tool and this isn’t just a tagline, it’s a fact. Businesses like Amazon, Spotify, Toyota, The New York Post, Macy’s and hundreds of thousands of others rely on the power of Salesforce everyday. 

Before Twitter, Gmail, Facebook and dozens of other cloud based platforms Salesforce was quietly and humbly growing in a San Francisco Apartment. In 1999,Marc Benioff, founder, chairman and co-CEO of Salesforce decided to leave his career at Oracle ( A computer software company), along with software developers Parker Harris, Dave Moellenhoff, and Frank Dominguez. It was during this time that Salesforce began.

Flash forward to 2019, per their annual report (2017) there are roughly 150,000 Salesforce customers and this number is growing daily. 

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Elevate the way you do business, with Salesforce.

So what exactly is Salesforce? 


According to,  Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer. 

Think about what your company currently uses to track your CRM information. If you are envisioning spreadsheets, post-it notes or on-premise software you are not alone. 15 years ago CRM software was all the rage, but it came with hurdles. Having a dedicated IT staff managing the infrastructure of the CRM software became costly and with time ineffective. Not to mention the amount of space this software took up on computers. Salesforce quickly realized this pain point and began to brainstorm. 

Present day; Salesforce allows companies to run at peak efficiency, without the need to manage software infrastructure. Beyond that, Salesforce has addressed a number of pain points and eloquently provides solutions that scale with your business. Salesforce lives in the cloud, which means your data is uploaded on a secure org that houses all of your companies information.

Salesforce works with all functional areas of your company. They call this Customer 360, this allows you to have a big picture view of your customers on an individual level. You are able to respond faster, personalize touchpoints, anticipate purchases, all while building trust and long-lasting relationships. 

Scratching the Surface: 

There are a number of products that Salesforce has near perfected. These products help maintain, engage and enhance the customer experience. Products like:

Marketing Cloud allows you deep dive your marketing efforts. You are able to create personalized customer journeys across all channels and devices. Create beautiful email templates that are fully customizable. Marketing Cloud includes integrated services to manage the customer journey, email creation, social media, advertising and so much more!

Commerce Cloud allows you to deliver B2B and B2C experiences that connect to marketing and sales and service. With out-of-the box commerce solutions you can easily build websites with best practices. Providing your customer with and optimized user experience. 

Sales Cloud allows you to convert lead more quickly, close more deals all while giving you a big picture overview of your company’s performance as well as the performance of your employees. Giving you the chance to adjust your strategy quickly and easily. 

App Creation is another amazing feature that Salesforce has integrated into their platform. Quickly create low-code apps. If you have a team of developers, that know a thing or two about coding, great! Build sleek apps with coding language that your team is familiar with. Enable collaboration across your entire company. 

Third-party Applications, Salesforce is dedicated to making your life easier. With the option to integrate Third-party applications you are able to implement applications created by people who exclusively focus on optimizing them. Meaning that with a few clicks your B2C you can use Third-party integration that specialize in payment processors, ratings and reviews, tax processing and more. 


The main reason we love Salesforce, aside from it being a fantastic CRM platform is the endless opportunities for customization. Any possible pain points you can think of Salesforce has created a solution that can be tailored to your business. What are some of your pain points? Contact us today and let our team of Salesforce professionals answer your questions and define some much needed solutions for your business.

Custom Field Mapping in Salesforce

Where did my field go?

One common issue our clients have is they are unable to track where their fields are going to when they convert a Lead into a Contact, Account or Opportunity. Whenever you have a custom field with a lead, you can direct to see where that value goes to when you convert it.

Follow along with John and use this article as your guide: 

Let's get started!

  1. In your Lightning Home Screen, click Setup

  2. Type ‘Object’ in your Quick Find box and select Object Manager

  3. Scroll down and click Lead.

  4. From the details panel select Fields & Relationships. 

Step One: Choose your field

  1. In Lead, click on the your field.

 In this example, we are going to click on Vivian’s Store Locations

Step Two: Verifying

  1. Click, Object Manager. 

  2. Click Account.

  3. Select Fields & Relationships.

  4. Make sure you have the same field in your Account as your Lead Object. 

Step Three: Back to Leads

  1.  Go back to Lead.

  2. Click Fields & Relationships

  3. On the upper right hand corner, click Map Lead Fields.

Step Four: Map Field Lead

  1. Once you click on Map Lead Field, you are going to click on Account Field.

  2. Select your Field.

  3. Click Save.

Now when you go through and convert the Lead into Account, Contact, or Opportunity, it will bring back value over and put that on the Account Object as well.

If you do not know where your mapping is going to, you are going to lose value and not know where your data is going. This is a good way to check to see where your data is going. Give it a try! 

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 Contact us today and let’s clean up your data!

Do I need a CRM tool?

Person holding board with flows

Do I need a CRM Tool?

At CRMD, the core of our business is CRM – it’s in the name! We are dedicated to getting your company up and running with the best CRM technology out there. A good CRM system can help organize your data and facilitate collaboration, driving greater sales and higher retention rates. So if you have found yourself asking “Do I need a CRM tool?” keep reading to find out!

Person holding board with flows

Here’s a list of eight reasons why you need a CRM tool for your business. If you are unfamiliar with CRM or need a little more information, check out What is CRM? A Quick Guide to Success. 

1. Lead Management:

Route new inquiries to the right people for appropriate follow-up. Set reminders and tasks to ensure that they don’t get lost and that “hot” leads are fast-tracked through the sales process.


2. Aggregate Data:

This is the big picture data for your business. Whether your company needs monthly or yearly metrics, the ability to aggregate data from a variety of sources will help you keep your finger on the pulse of your business. Examine trends, identify patterns, and track overall growth using out-of-the-box reports and dashboards.


3. Improved communication across your organization:

CRM systems like Salesforce offer native tools for internal communication. For instance, Salesforce Chatter allows users to easy share data, organize conversations by departmental groups, and post polls for employee feedback. Say goodbye to email threads that get lost in the shuffle. 


4. Scalable tool for growth:

A good CRM tool will grow with your business. You should feel confident that the tool you are using will support you whether you have 20 users or 50,000+.


5. Centralized customer information:

The ability to centralize customer information allows you to to get a single view of the customer. 87% of executives are not highly confident they are leveraging all available customer data, according to Forbes Insights/Treasure Data Survey. By putting all your data in one place, you can personalize your interactions and deliver best-in-class experiences to prospects and customers.


6. Cost Savings:

Companies that move to a CRM tool end up saving on costs from improved efficiency, from faster data-driven sales cycles to less time spent on manual data entry and reconciliation. It’s a win-win.


 7. Time Savings: 

Focus on the big picture by taking advantage of CRM automation to fill out data sheets, run reports, and send email notifications at key milestones. No more wasting time over monotonous, repetitive tasks — let your CRM do the heavy lifting.


8. Streamline your sales process:

A CRM tool is there with your sales team throughout their entire journey. This allows your team to have defined roles and clear objectives, giving you the ability to program customer-related tasks and assign them to different members on your team. No lead gets forgotten, no customer gets ignored.

If you don’t have a CRM tool in place, no need to fret. Like a lot of businesses you might be thinking that a CRM tool isn’t for you for many reasons. Cost, aversion to change, lack of total user adoption. We are here to reassure you that getting your business up and running with a reliable CRM tool can be quick, easy, and affordable. At CRMD, the CRM is right in our name! We are committed to getting your business CRM needs on track with little downtime. Schedule a meeting with us today and let’s get started!

What is CRM? A quick guide to success.

What is CRM?

A Quick Guide to Success

As a society we have made quantum leaps, hurling ourselves into the pinnacle of technology. Everyday there is some new advancement that claims to make our lives easier and our efforts minimal. We love learning about new ways to increase productivity, ensure accuracy and efficiency. CRM tools are a great example of how the advancement of technology has greatly improved how we think about our business. This article will breakdown exactly what CRM tools do to improve your business and get you thinking about steps to take to resurrect your company’s CRM efforts.

What is CRM Technology?

CRM tools help your business analyze, organize and aggregate your business’ customer data. This gives you insight on how to better manage your customer relationships. The data is collected between various touch points and channels. CRM tools store important information such as personal data, demographics, purchase history and so much more. This knowledge allows you to better cater to your customer needs and even anticipate their next purchase move with predictive technology. 

What does a CRM do?

Think about your companies data for a second. Where is it located? Are you able to easily access it with a few clicks of your mouse? Are you scrolling down an endless Excel spreadsheet just to find a customer? Are you even keeping and organizing your customer data? If these questions started to make you feel uneasy no worries, there’s a CRM for that. 
CRM systems are relevant across all departments including Sales, Marketing, Human Resources, IT, the list goes on. Simply put, A CRM system helps collect prospect data, track customer interactions and shares this information across your company. A CRM allows you to manage customer data and see business growth. 
A CRM system puts all of your customer information into one place. Allowing you to treat the customer like family and personalize each interaction. This guarantees that data is relevant and up-to-date, so your customer feels like an individual and not just part of the crowd. Ensuring seamless follow-ups and plenty of opportunities to close and grow deals all while strengthening your relationship with your customers.

Key Features


Segment your customers into groups to better organize and cater to their needs. 


By analyzing your past data a CRM system helps you compile data from your social channels, website traffic and polls. This give users the option to make better choices in the future based on data from many different company sources. 


Odds are you have a mobile device. The ability to check your CRM tool directly on your device means that you are receiving minute-by-minute updates so you can serve your customers instantly, making everyone happy!

Sales Force

Who doesn’t love instant gratification? With CRM tools the ability to automate certain aspects of your sales process mean that your employees are able to tackle more complex and detail oriented tasks. Automation helps in more ways than one, such as follow-up emails,order processing, inventory control, outgoing calls and so much more. 

Internal Chat

With internal chats built directly into CRM tools your company is able to easily connect with each other. This eliminates the need for messy email chains and allows users to quickly revisit something directly in the chat.

Email MarketingIntegration

CRM systems like Salesforce offer a robust Email Marketing solution. Allowing you to create template and schedule your email blasts all in one place.

What if my company doesn't have a CRM system in place?

If you don’t have a CRM tool in place, no need to fret. Like a lot of business you might be thinking that a CRM tool isn’t  right for you. Cost, aversion to change, lack of total user adoption are all viable reason to wave off CRM tools. We are here to reassure you that getting your business up and running with a reliable CRM tool can be quick, easy and affordable. At CRMD the CRM is right in our name! We are committed to getting your business CRM needs on track with little down time. 
Not sure if a CRM is right for you? Check out this article to help you answer the question “Do I Need A CRM Tool?” For those who need a little more answers schedule a meeting with us today and let’s get started!