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Salesforce For Dummies, 8th Edition
book

Salesforce For Dummies, 8th Edition

by Liz Kao, Jon Paz
May 2024
Intermediate to advanced content levelIntermediate to advanced
416 pages
10h 1m
English
For Dummies
Content preview from Salesforce For Dummies, 8th Edition

Chapter 3

Navigating Salesforce

IN THIS CHAPTER

Bullet Introducing Salesforce terminology

Bullet Logging in to the site

Bullet Getting to know the Lightning home page

Bullet 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 in much the same way as you do other websites: by clicking links and buttons. And if you’re someone who could navigate the Classic Salesforce interface with your eyes closed, this chapter helps familiarize you with the current Lightning Experience (LEX) interface.

Whether you’re in LEX or Classic, 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.

Tip Even if you’re familiar with Salesforce, you may want to skim this chapter because we cover terms that we use repeatedly throughout ...

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Publisher Resources

ISBN: 9781394231669Purchase Link