Explore Salesforce lightning user interface

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    27-Jan-2017
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Transcript of Explore Salesforce lightning user interface

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Let's explore Salesforce Lightning Menu via a Guided Tour

Install Guideme.io plug-inTo play the tour visit Guideme.io and install the chrome plug-in

OR

Ask your IT administrator to install the Guideme.IO js file

1. Menu Icon

Menu collapses and expands a list of all icons along with their names

2. Home Icon

A view of whats important for you to focus on today

3. Opportunities Icon

Opportunities are qualified leads that youve converted. When you convert the Lead, you create an Account and Contact along with the Opportunity

4. Leads Icon

Leads are potential prospects. You havent yet qualified that they are ready to buy or what product they need

5. Tasks Icon

You can view your whole list of tasks, alongside a detailed view of any task you select

6. Files Icon

Salesforce Files reinvents file sharing for the enterprise, placing documents, videos, or presentations into the center of sales, service, and marketing processes. Files are accessible from anywhere, and always updated to the most recent version

7. Accounts Icon

Accounts are the companies youre doing business with. You can also do business with individual people using something called Person Account

8. Contacts Icon

Contacts are the people who work at an Account

9. Dashboard Icon

Your utility for summarizing and displaying your Salesforce data in a graphical layout

10. Reports Icon

Your business has questions. Your Salesforce data has the answers. When you get asked to build a report, the request typically comes in the form of a question.

11. Feeds Icon

Chatter feeds show you posts and comments you and other people make, as well as record updates across your Salesforce organization

12. Groups Icon

A group consists of a set of users. A group can contain individual users, other groups, or the users in a particular role or territory. It can also contain the users in a particular role or territory plus all the users below that role or territory in the hierarchy

13. Calendar Icon

Use Salesforce to schedule meetings and presentations with colleagues, customers, and prospects

14. People Icon

The People icon display a list of the users in your organization

Install Guideme.io plug-inTo Play the tour visit Guideme.io and install the chrome plug-in

OR

Ask your IT administrator to install the Guideme.IO js file