Chapter 3
Navigating Salesforce
IN THIS CHAPTER
Introducing Salesforce terminology
Logging in to the site
Getting to know about home pages
Understanding the Lightning Experience
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 Salesforce much the same way you do other websites: by clicking 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.
Even if you’re familiar with Salesforce, you may want to scan this chapter because we cover terms that we use repeatedly throughout this book.
In this chapter, you can find out how to log in to Salesforce and use the home page to manage your activities, create records, and jump to other tabs. We briefly review the major functional areas and describe how to use the internal home pages. Finally, we introduce you to the optional Lightning Experience that ushers in a dramatically different look and feel for end-users.
Getting Familiar with Basic Salesforce Terms
Before we delve into the mechanics of navigating Salesforce, familiarize yourself with these basic terms:
- Salesforce: The secure website that your users log in to that contains your customer ...
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