You've logged in to your free org. Now what? Let's take a tour, so every screen in this course feels familiar. We'll follow Jason, Peakline's sales rep, as he looks up a customer.
Apps and tabs
Along the top is the navigation bar.
- On the left is the app name, like Sales. An app is a set of tabs for one job.
- Each tab opens one kind of data, like Accounts, Contacts or Opportunities.
- To switch apps, click the App Launcher, the grid of dots.
Records and list views
Jason clicks the Accounts tab. He sees a list view: a list of records that match a filter, like My Accounts or All Accounts.
Each row is a record: one account, like Hilltop Gym. He clicks it, and the record page opens with its details and everything related to it.
Search and Setup
- At the top of every page is the search box. Type Hilltop, and you'll find it from anywhere.
- The gear icon opens Setup. That's where admins like Jay change how Salesforce works for everyone. We'll spend a lot of time there.
Words from this lesson
Tap a value to copy it
- AppLike Sales
- TabLike Accounts
- List view
- RecordLike Hilltop Gym
- SetupBehind the gear icon
Recap
- An app is a set of tabs, and a tab opens one kind of data.
- A list view shows records that match a filter.
- A record is one item, like Hilltop Gym.
- Setup, behind the gear, is where admins work.
Now you try
In your org, open the App Launcher, switch to the Sales app, and open any list view. Reply DONE in the video's comments, or STUCK and say where.