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Salesforce.com For Dummies. Paz Jon
Читать онлайн.Название Salesforce.com For Dummies
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isbn 9781119239321
Автор произведения Paz Jon
Жанр Зарубежная образовательная литература
Издательство Автор
3. At any time, click the New button in the upper middle of the table to create a new lead record.
A New Lead page appears in Edit mode, ready and waiting. (See Chapter 7 to read more about the fields in the Lead record.)
Reviewing common reports
In the lower-left corner of a tab’s home page, Salesforce displays a small selection of commonly used reports associated with that tab. You can click a link to go directly to the report or click the Go to Reports link, which takes you to the Reports home page.
Tooling through the Tools section
In the lower portion of a tab’s home page, Salesforce provides a set of unique tools associated with a particular tab. Depending on which tab you’re viewing, use these tools to help you manage and maintain records within that tab. For example, on the Accounts home page, in the Tools section, you can click the Merge Accounts link to merge duplicate accounts. See the related chapters later in this book for details on using specific tools.
Late in 2015, Salesforce.com debuted a revamped user experience in Salesforce, called Lightning Experience. It was based on extensive user research and provides a look and feel that better prepares new users for an experience that’s effective across multiple access methods. Salesforce users are no longer just using a computer and web browser to access their company’s version of Salesforce. An increasingly mobile sales force now needs to get its work done while updating Salesforce from a smartphone or tablet, too.
In this section, we discuss how the Lightning Experience affects information in this book, and some fundamental updates in its new interface.
Approaching the Lightning Experience in this book
Thankfully, with the Lightning Experience, Salesforce.com realized that its existing customer base of hundreds of thousands of users needed to feel warm and fuzzy about the new user interface (UI) before choosing to adopt it. Salesforce users will remain on the UI referred to as Salesforce Classic, and have ample ways to test out whether the Lightning Experience is right for their organization before enabling it across the organization.
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