Chapter 2
Navigating Salesforce
In This Chapter
Introducing Salesforce terminology
Logging in to the site
Getting to know all the home pages
Working with new records
Detailing the record page
Finding help and setup options
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 it much the same way you do other websites: by pointing and clicking over 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.
Even if you’re familiar with Salesforce, you might want to scan this chapter because we cover terms ...
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