Chapter 2

Navigating Salesforce

In This Chapter

arrow Introducing Salesforce terminology

arrow Logging in to the site

arrow Getting to know all the home pages

arrow Working with new records

arrow Detailing the record page

arrow 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.

tip.eps Even if you’re familiar with Salesforce, you might want to scan this chapter because we cover terms ...

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