How to Navigate the Salesforce Home Page
Part of the Salesforce.com For Dummies Cheat Sheet
Every time you log in to Salesforce, you begin at your home page. The look and feel of the elements on your home page are similar to other users’ home pages, but the tasks and events are specific to you.
Tabs: Click the tabs to navigate Salesforce. When you click a tab, the tab’s home page appears with sections for views, tools, and reports to help you manage your work.
Force.com AppExchange app menu: Use the AppExchange app drop-down menu to switch between sets of tabs most used by different types of Salesforce users.
Create New drop-down list: Select an item on the Create New drop-down list to create new records in Salesforce, such as accounts, contacts, and opportunities.
Recycle Bin: Click the Recycle Bin link on the sidebar if you deleted a record(s) in the past 30 days that you want to restore to keep the job.
Calendar: Use the home page calendar to keep track of your schedule in Salesforce. With the calendar view icons, you can jump to different time periods and view the calendars of other users or resources.
My Tasks: Use the My Tasks section to stay up to speed on your to-do items.
Search: Find information fast in Salesforce by entering keywords and then clicking Search. A search results page appears with lists of records that match your search.
Recent Items: Use Recent Items to open records that you recently visited.
Messages and Alerts: View Messages and Alerts for important communications from your Salesforce project team or managers.
Custom Links: Click links in the Custom Links section on the sidebar to quickly access important Web sites or corporate applications.
Setup: Click the Setup link in the top-right corner to go to the Personal Setup page and modify your personal settings. If you’re an administrator, use Personal Setup to customize, configure, and administer Salesforce.
Help and training: If you need help, click the Help link in the top-right corner.