Now that we are signed up and logged in, it's time to get familiar with the Salesforce home page. We cover searching for Salesforce records, creating new records via the Quick Create menu found on the home page, accessing the Calendar, your Tasks, and your Recycle Bin.
It is in this lecture that we create our first record in Salesforce, which is an account record, via the Quick Create menu in the sidebar. We also cover how to find and restore records from your Recycle Bin.
We also cover creating new events and meeting requests from your Salesforce Calendar on the Home Page. We discuss your 'My Tasks' section on the Home Page and how to create new Tasks as well.
In this lecture I introduce you to the Personalizing Salesforce section of the course and let you know what lies ahead. And then we jump in to setting up your My Profile page.
One of the first things you need to do as you get started as a legitimate Salesforce user is setting up your profile. We also upload a profile picture to put your face with your name in Salesforce.
This lecture covers how to modify your personal information in Salesforce, setting your Time Zone, resetting your password, and granting login access. Also covered is managing your Chatter email notifications, Chatter Digest settings, and how to set your default language in Salesforce.
