2. Getting Started
• Here you’ll find
videos and text
tutorials to walk you
through a few steps
to get up and
running quickly.
3. Contacts Tab
• The contacts tab is
where you can
track all of the
contacts you have
at companies you
do business with.
4. Contact Record
• When you click into
a contact, you can
see all of the
contact information
that you have for
that individual —
including their title,
phone number, and
email.
5. Account Record
• Each contact and
opportunity is
associated with an
account. Accounts
are how Salesforce
refers to companies
that you’re working
with, or that you’ve
worked with in the
past.
6. Opportunity Record
• The opportunity
record is where you
track all of the
information you need
to know about that
deal, including the
stage the deal is at in
the sales cycle, when
it’s expected to
close, and how much
the deal is worth.
7. Lead Record
• Leads are how
Salesforce describes
prospects, or
potential customers.
These are people
that you may have
met at a trade show
but who you haven’t
yet qualified as a
valid lead.
8. Orders Tab
• With Orders you can
now take a deal
through the entire
sales process, all in
Salesforce. Orders
allow you to enter
and track the status
of customer orders.
9. Home Tab
• The home tab is the
perfect place to
start your day in
Salesforce.
10. Reports Tab
• The reports tab is
where you can
build and run
reports on your key
business metrics.
11. Dashboard Tab
• Once you’ve
created your
reports, you can pull
them into
dashboards for a
quick, visual way of
seeing how our
business is
performing.
12. Forecasts Tab
• Your forecast gives
you a rolled-up view
of all sales
opportunities so you
can predict
revenue.
13. Chatter Tab
• Chatter is a private,
secure
collaboration
platform for your
company. Chatter
helps you
collaborate with
your coworkers and
work more
efficiently.
14. Files Tab
• Easily store and share
files with your
coworkers and
customers, right from
Salesforce. You can
make comments on
files, track different
versions, and subscribe
to receive updates the
minute anything
changes.
