Navigation and Tabs in Salesforce

Navigation and Tabs in Salesforce

Learning Objectives

In this lesson you will learn... 
  1. How to move around in Salesforce



Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page.



     

  1. If you are looking for a specific record (account, or contact etc), you can search using the 'quick find box' - see above.
  2. Looking for some help? Feel free to check our support page by clicking on the ? on the top right.
  3. You can personalise your settings by clicking on your 'Profile' 
  4. Select and access other apps within Salesforce by clicking on the box on top left (see screenshot)

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