data migration into Salesforce?
• Does your company need greater control over users, what they see, and what they can do?
• Does your company sell in defined teams with specific roles?
• Does your company require consistent, specific workflow or approval steps to further automate processes?
If the answer to any of these questions is a definitive “Yes,” your company should probably at least evaluate Enterprise Edition, and possibly Performance Edition.
Part 2
Understanding Salesforce Features
IN THIS PART …
Learn basic Salesforce terms so you’re able to talk the talk.
Navigate the standard landscape of Salesforce to know where to go for what.
See how you can make Salesforce your own with personalization tips, including the Salesforce1 mobile app.
Get acquainted with Chatter and see how your sales, marketing, and customer service organizations can benefit from it.
Get the basic tools to help you work in Salesforce.
Chapter 3
Navigating Salesforce
IN THIS CHAPTER
Introducing Salesforce terminology
Logging in to the site
Getting to know about home pages
Understanding the Lightning Experience
If an application isn’t easy to use, you won’t use it. Period. Salesforce succeeds not only because it offers a universe of integrated tools but also because users can pick it up within minutes. You navigate Salesforce much the same way you do other websites: by clicking text links and buttons.
Still, you have so many ways to navigate Salesforce that it makes sense to lay down the obvious (and not-so-obvious) best practices for getting around the application.
In this chapter, you can find out how to log in to Salesforce and use the home page to manage your activities, create records, and jump to other tabs. We briefly review the major functional areas and describe how to use the internal home pages. Finally, we introduce you to the optional Lightning Experience that ushers in a dramatically different look and feel for end-users.
Before we delve into the mechanics of navigating Salesforce, familiarize yourself with these basic terms:
❯❯ Salesforce: The secure website that your users log in to that contains your customer information. Salesforce.com, Inc., offers a family of products used by hundreds of thousands of customers, but each company’s secure website is separate from the other websites and may look different in order to suit that company’s unique needs. When we use the terms Sales Cloud, Marketing Cloud or Service Cloud, those are parts of Salesforce specifically meant for use by sales and marketing or by a support organization.
❯❯ Home tab: The main page that appears when you log in to Salesforce or click the Home tab.
❯❯ Tabs: Clickable words appear in a row across the top of any Salesforce page. When selected, a word is highlighted and looks like a tab. Each tab represents a major module in which your company needs to know some information. By clicking a tab, you go to a tab-specific home page. For example, if you click the Accounts tab, the Accounts home page appears.
❯❯ Tab home pages: These are the pages where you go to find, organize, and manage specific information related to a particular tab. For example, to access your opportunity records, you could go to the Opportunities home page.
❯❯ Object: Often used interchangeably with the name of a tab. Generally used by administrators when talking about creating custom apps. For example, you may tell a user to “click the Account tab,” or you may hear your system administrator refer to the “Account object.”
❯❯ Apps: Tabs that have been grouped together and given a name, providing you with the convenience of seeing only those tabs most relevant to you.
❯❯ Record: A record is a page in Salesforce made up of a bunch of fields that hold information to describe a specific object. For example, a contact record typically contains fields pertinent to a person, including name, title, phone number, and email address. A record is displayed on a detail page.
❯❯ Detail page: A web page that shows both the saved record and a set of related lists pertinent to the record.
❯❯ Chatter feed: If you have Chatter enabled (see Chapter 6), you’ll see the center column of your logged-in Salesforce experience with a chronological list of updates made by you or other co-workers. This feed is a critical way for Salesforce users within your organization to communicate with each other.
❯❯ Search bar: In the upper-left portion of your Salesforce page, a search field resides as another way you can quickly find companies or contacts. Search results returned can be customized to return only a certain type of record.
❯❯ Related lists: Lists that comprise other records linked to the record that you’re looking at. For example, the Account detail page for Acme may display related lists of contacts, opportunities, activities, and so on associated with that company.
❯❯ Sidebar: Located at the left margin of a Salesforce page, the sidebar displays messages and alerts, custom links, recent items, and a drop-down list that you can use to create new records.
You need to log in to your account to access your company’s instance of Salesforce because every company’s Salesforce website is different, and Salesforce.com goes to great lengths to protect your company’s information.
Setting up a password
The first time you log in to the Salesforce service, you’ll do so from an email you receive containing your Salesforce login information. To set your password, follow these steps:
1. Open the email and click the link provided.
A page appears, prompting you to set a new password and security question.
2. Complete the fields.
Be sure to
