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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

App Launcher

On the upper left-hand side of the page, you will notice a few tiles under the cloud icon. These tiles take you to App Launcher, where you can access various apps in your Salesforce instance:

Graphical user interface, application  Description automatically generated

Figure 1.4: Sales and Marketing apps on the App Launcher, and the collapsible menu for All Items

Apps are a collection of tabs that can be customized. Changing the apps will change the tabs you see in your navigation. Some good examples of things you will see when you click on this tile are the Sales and Marketing apps. The Sales app has tabs such as Leads, Contacts, Opportunities, and others that are used for the sales process.

The Marketing app has these same tabs, along with the Campaign tab, which is heavily used in marketing. You will also see All Items, which shows you all the objects in case you need to access one of them and it is not a part of the specific app you have chosen.

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