Salesforce.com For Dummies

Chapter 5

Working in Salesforce

IN THIS CHAPTER

Understanding common Salesforce record behaviors

Efficiently detailing the record page

Logging your work

Emailing in Salesforce

Finding help and setup options

In Salesforce, there are common ways that records behave, and there are common things you can do when you’re on a specific record. Even if different companies use Salesforce for very different business processes, there’s still a fundamental commonality of creating a new record, and tracking something someone did, in order to get the benefit of collaboration and using Salesforce as a source of truth.

By managing activities in Salesforce, for example, you can better coordinate with your team, quickly assess what’s going on in your accounts, and focus on the next steps to close deals or solve issues.

In this chapter, you find out how to create records, manage your activities, and send emails from within Salesforce. Finally, we cover where you can go for help.

Managing Records

By using the Create New drop-down list on the sidebar of any page in Salesforce, you can easily add new records into Salesforce. You may find yourself in the position of having deleted important files. Don’t worry — Salesforce gives you a way to put them back in their rightful spots before anyone notices that they’re missing.

Creating records

To create a record (by using Contacts as the example), follow these steps (which can be applied to all Create New Items on the picklist):

1. On the home page, select ...