Classic - 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 interfa...
Wed, 16 May, 2018 at 3:17 PM
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 environme...
Wed, 16 May, 2018 at 3:20 PM
Apps
This article shows you how to access different apps in Salesforce. In the top right hand corner of the Salesforce interface you'll see a dropdow...
Wed, 16 May, 2018 at 3:22 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....
Wed, 16 May, 2018 at 3:24 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 ...
Wed, 16 May, 2018 at 3:29 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 ...
Wed, 16 May, 2018 at 3:32 PM
My Profile
This article explores the My Profile section of the system which is used to represent your personal profile. Access the My Profile section by selecti...
Wed, 16 May, 2018 at 3:34 PM