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Improve Your Salesforce Navigation [Video]

Categories
Marketing Platforms and CRM

Improve Your Salesforce Navigation

Join 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

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