This lecture takes you through the Salesforce User Interface, at an introductory level. The initial screen to register your phone number with your Salesforce account is also shown. The Application Menu and Tabs are introduced and explained, along with a glimpse of your home page.
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...
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.
