Improve Your Salesforce Navigation
Рет қаралды 270
Күн бұрынJoin us in learning different tips and tricks to find data within Salesforce. This is a great user training for anyone wanting to learn Salesforce, or improve how they currently use Salesforce.
Navigating Salesforce can prove difficult, and even frustrating, when you can't find records that you need. The global search bar, list views, personal settings, and app launcher are tools within Salesforce to help you find exactly what you are looking for!
⏱️⏱️Time Stamps⏱️⏱️
00:00 - Intro
00:46 - Global Search Bar
03:03 - List Views
07:31 - Split View
08:21 - Kanban View
09:55 - Record Page, Related Lists, Activity Timeline
12:45 - Tag Favorite Records
13:38 - Recycle Bin
14:12 - App Launcher
15:51 - User Information
17:02 - Outro
@paduarte 4 ай бұрын
Navigation is key man, very insightful vid 👍🏻
@salesforcenow 4 ай бұрын
Very true!
@saviorstyles9148 Ай бұрын
Another great video! Used your guides to help pass my admin and associate test! Using them for the Plato form app I’m studying for now! Keep going! Could you do a video on how to stand out to acquire your first Salesforce role?
@salesforcenow Ай бұрын
Glad to hear the resources are helping you! That's a VERY important topic. I'll add it to my list of videos. Thanks!
@missprumaphori4988 4 ай бұрын
Watched all your videos so helpfull ,thank you so much
@salesforcenow 4 ай бұрын
Glad to hear it! Let me know if you need additional help as you continue learning about Salesforce.
@arunachari2689 Ай бұрын
Hi! I don’t see these tabs on my developer org… is there a username pswd I could use to see records… like a sample or demo!
@salesforcenow Ай бұрын
I'm not sure I follow. Can you go to the Setup and in the Company Information section, let me know what edition you are in?
@arunachari2689 Ай бұрын
@@salesforcenow I thought I texted on another same video of yours where I figured it. Thank you!!
Jason Derulo
Рет қаралды 33 МЛН