How to Navigate the Salesforce Home Page

Part of the Salesforce.com For Dummies Cheat Sheet

Salesforce.com can help immensely with managing your customers and, more importantly, your customer relationships (CRM, or customer relationship management, is the hot acronym in the business world today). Knowing how to make the most of the Salesforce home page can help you immensely in making the most of what Salesforce.com has to offer. This list describes options available on the home page:

  • 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.

  • 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’ve deleted a record(s) in the last 30 days that you want to restore to keep your 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 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.

  • Personal 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 and Training link in the top-right corner.

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