Lightning - Basic Navigation

Search
This article shows users how to search records in Salesforce and how to manage the Search Page. Searching Records At the top of the interface is a glob...
Tue, 8 May, 2018 at 11:58 AM
Home
This article explores the Home Tab. Home Tab The Home Tab is the default tab that you'll see when you log in to your Salesforce environment. This ...
Tue, 8 May, 2018 at 1:51 PM
Apps
This article shows you how to access different apps in Salesforce. In the top left hand corner of the Salesforce interface you'll see a dropdown li...
Tue, 8 May, 2018 at 2:10 PM
Tabs
This article explores the tabs that appear when accessing an app in Salesforce. Tabs in most cases will provide access to data records in the system. Th...
Tue, 8 May, 2018 at 2:15 PM
Views
This article explores how you manage the different views that appear under each tab. Tab View Options When you click into a tab in Salesforce you'...
Tue, 8 May, 2018 at 2:18 PM
My Settings
This article explores the My Settings are in Salesforce. This section provides some basic user functions that allows you to configure and update certain are...
Tue, 8 May, 2018 at 2:51 PM
Lightning View vs Classic View
This article shows you how to change back and forth between Lightning and Classic views. Changing to Classic View To change to Classic View, click on t...
Tue, 8 May, 2018 at 2:57 PM