From the course: Salesforce Essential Training
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How to navigate Salesforce - Salesforce Tutorial
From the course: Salesforce Essential Training
How to navigate Salesforce
- [Instructor] Let's look at the basics of navigating Salesforce. The main navigation bar, that's this area across here, this main navigation bar shows all the tabs for the core objects that you work with in Salesforce. Depending on the size of your screen, there may be some hiding under this more option, and keep in mind, in your real org, you may see a different set of tabs from what I'm showing in this sample org. When you click on an objects tab, you're taken to the list views for that object. You have the option to choose a different list view and a few other actions that you can take using these buttons over on the right, but you see this little arrow right next to the object name, if you click this, you can quickly access several shortcuts. From the tab itself, you can click into any record that you favorited, records that you've recently clicked on, or recent list views that you've accessed, plus the option to…
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