How to Navigate Salesforce Apps - dummies

By Tom Wong, Liz Kao, Matt Kaufman

Salesforce allows you to organize tabs into groups. These groups, also known as apps, help reduce screen clutter and give you quicker access to the tabs that you use the most. For example, a marketing manager might rarely use the Cases or Opportunities tabs but spend most of her time looking at Campaigns and Leads.

With the salesforce.com Force.com platform, your company can now create custom apps for more specific uses within CRM — or for anything else, for that matter. Sales reps can use an expense reporting app, and product managers can use a product release app to manage their product requirements.

The mind-blowing part of all this is that apps can be comprised of standard tabs or custom ones that you create. Anyone in your company can benefit from sharing one set of data. And don’t worry if you’re not the most creative type. Salesforce.com has a bunch of prebuilt apps available (for free or for an additional charge).

Discover the Force.com app menu

In the upper-right corner of any Salesforce page, you can find the Force.com App Menu (see this figure). The drop-down list allows you to switch between apps. You find some standard tab groupings, such as Sales and Call Center. Administrators can also add or create new apps to address what their specific users need to see.

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Don’t worry if you choose an app and see new tabs. You can always go back to the drop-down list, select your previous app, and have your familiar tabs return.

Find out about Salesforce tabs

If the tabs in Salesforce look familiar, they should. When the founders of salesforce.com designed it, they patterned the site after popular websites such as Amazon.com, where you click a tab to jump to an area.

Here’s a list of the major tabs in Salesforce and show you how to use the tab home pages to quickly access, manage, or organize information. Each tab within Salesforce represents a major module or data element in an interconnected database.

  • Campaigns: Specific marketing activities that you manage to drive leads, build a brand, or stimulate demand.

  • Leads: Suspects (people and companies with whom you want to do business). But don’t start grilling your lead about where she was on the morning of June 23 because the only clue you’ll gather is the sound of a dial tone.

  • Accounts: Companies with whom you currently do or previously did business. You can track all types of accounts, including customers, prospects, former customers, partners, and competitors.

  • Contacts: Individuals associated with your accounts.

  • Opportunities: The deals that you pursue to track transactions or drive revenue for your company. Your open opportunities constitute your pipeline, and opportunities can contribute to your forecast.

  • Cases: Customer inquiries that your support teams work on to manage and resolve.

  • Knowledge: Answers to cases and other frequently asked questions.

  • Products: Your company’s products and services, associated with the prices for which you offer them. You can link products and their prices to your opportunities.

  • Reports: Data analyses for you and your entire organization. Salesforce provides a variety of best practices reports, and you can build custom reports on the fly to better measure your business.

  • Content: The sales and marketing collateral and documents that you use as part of your selling or service processes.

  • Dashboards: Graphs, charts, and tables based on your custom reports. You can use dashboards to visually measure and analyze key elements of your business.

    Navigating through the Salesforce tabs.
    Navigating through the Salesforce tabs.