Chapter 5
Working in Salesforce
IN THIS CHAPTER
Understanding common Salesforce record behaviors
Efficiently detailing the record page
Logging your work
Emailing in Salesforce
Finding help and setup options
In Salesforce, there are common ways that records behave, and there are common things you can do when you’re on a specific record. Even if different companies use Salesforce for very different business processes, there’s still a fundamental commonality of creating a new record, and tracking something someone did, in order to get the benefit of collaboration and using Salesforce as a source of truth.
By managing activities in Salesforce, for example, you can better coordinate with your team, quickly assess what’s going on in your accounts, and focus on the next steps to close deals or solve issues.
In this chapter, you find out how to create records, manage your activities, and send emails from within Salesforce. Finally, we cover where you can go for help.
Managing Records
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