Salesforce User Basics
Salesforce User Basics refer to the essential features and functionality that a Salesforce user should understand to effectively use the platform. These include:
Navigation: Salesforce has a navigation bar at the top of the page that allows users to access different areas of the platform, such as Accounts, Contacts, Opportunities, and Reports.
Records: Users can create, view, and edit records in Salesforce, such as Accounts, Contacts, and Opportunities.
Fields: Each record in Salesforce has a set of fields that store data, such as name, phone number, and email address. Users can add and edit fields as needed.
Layouts: Users can customize the layout of records to show only the fields that are relevant to their job.
Lists: Users can create and view lists of records, such as a list of all Accounts or a list of all Opportunities.
Reports: Users can create and view reports that provide insight into the data in Salesforce, such as a report on all Opportunities in a specific stage.
Dashboards: Users can create and view dashboards that display visual representations of data, such as charts and graphs.
Salesforce AppExchange: Users can install additional apps from the Salesforce AppExchange to add new functionality to their Salesforce instance.
Salesforce Mobile: Users can access Salesforce from their mobile devices by using the Salesforce mobile app.
Salesforce Lightning: Salesforce Lightning is a modern and more interactive user interface, users can switch from the classic interface to lightning.
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