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What is an Object ?
Salesforce offer you the opportunity to navigate easily between different fields to manage efficiently your business. What is an Object? The objects are each category that you can find on the menu, which is the base of the website. For example, ...
What is a Record ?
As Salesforce’s user, you may be able to create and edit your records. Each section within the objects will be called a record. If you want to add a new company, in the “Account” object, you will get a new account record. Create a new record To ...
How does the Navigation and Tabs work?
Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page. If you are looking to a specific record, as for instance a client name, you can search this specific record in the quick find box Looking for ...
How to create a New List View?
See your list of records with the filters you want by creating a list view. To create a new list view, it is more than simple: Click on the settings Select “New” Define the name of your list view Choose who might be able to see your list view: ...