How to navigate in Salesforce

Hey there! Now that you have created a Salesforce Developer account let’s start clicking through to see what you can do in Salesforce.

However it can be intimidating to see the setup page of Salesforce if you’re a newbie. So with this post we’ll take our first step to go from a newbie to a Salesforce Developer.

Now that you’re on the home page of your developer account, where you reached by switching from Salesforce Lightning to Salesforce Classic; let’s first go ahead and make this page our default landing page so that we don’t have to do the switch again the next time we log in.

In order to do make setup page your default page start by click on your name on top (a bit right) of the page, and then click on “My Settings” or “Setup”.

After that you’ll see your Settings page, and on the left panel you’ll see a bunch of tabs, click on the “Display & Layout” tab and then click on “Customize My Pages”.

Or if you see “My Personal Information” then click on that, and then click on “Personal Information” then click on Edit.

Customize My Pages. Make setup my default landing page.

Then make sure the “Make Setup My Default Landing Page” is checked and then click on Save.

Done. Phew..

Now we can finally start our journey on how to walk through Salesforce. Let’s start by clicking on the Setup button on top and check out what all we can do from Setup page.

So on the Setup page, first you can see that you have the options to create a app by clicking the “Add App” button and you have the option to switch to Salesforce Lightning by clicking on “Get Started” button.

The “Add App” let’s you create an app in a shortcut method where Salesforce creates a standard object and a tab for your application. We will be seeing what objects and tabs are later, so for now don’t click on the Add App button.

Salesforce is trying to get more users on it’s Lightning platform to advertise the new features it provides however it doesn’t yet has all the features that Salesforce Classic includes and it’s not as easy going as Classic for beginner Salesforce developers so for now ignore the Lightning related popups and links.

Quick Find Search

You may have noticed that we have 2 search boxes on our page, one of the left which is called a Quick Find search box, and one on the top which is called Global Search box.

The quick find box is used to search for and access configuration related settings. For example if you want to see whether you have a profile named “Employee”, what you can do is, you can type “Profiles” in the quick find box and then click on Profiles which is under the Manage Users menu.

Profiles in Quick find search box

Now you’ll see a list of profiles currently in your system, which are created by Salesforce and can be assigned to our users based on our needs. You can scroll down to see the Employee profile, and you’ll notice that the Employee profile has Edit | Del | Clone buttons on the side while many other profiles have only Edit | Clone options.

This is because of the fact that Employee is a custom profile. And the others are standard profiles. (If you initially only see Edit | Del for Employee, you can then extend the Action column from the top to see all 3 options).

On the right side of Employee you can that under license column we have Salesforce, which means that users need to have Salesforce License in order to be assigned the Employee profile.

Let’s not click on the Employee profile for now because again it can be very intimidating to see all the details related to the profile. So in this way we can configure everything in our system from  profiles, to objects, to tabs, to apps, to organizational wide settings using the Quick Find setup search box.

Global Search Box

So now let’s scroll up a bit and check out the (capsule looking) search box at the top which is called a Global Search box.

We can use the Global Search box to search for records or basically data in our system. So for example if you want to see if there’s anyone by the name of John in our org (organization for short) we can just search John in the search box and see what it returns. So let’s go ahead and do that.

Search John in Global Search box

As you can see we have multiple things that contain the word John somewhere in them. Right now we can a Contact record by the name of Mr. John Bond, and we have a few Opportunity records that contain the name John somewhere in them. And if you click on the blue Search All button, you can see that we have even some Lead records containing John.

So in this way you can search for any type of data from names to phone numbers to addresses in the Global Search box and Salesforce will first provide you all records where it is mentioned even partially.

And then if you click on the Show More button it will show you the records containing the exact match of the text you searched for.

Tabs

Okay so now let’s go to those tabs at the top that we see on every page; tabs always start with the Home tab as the first one, and based on the developer’s choice there can be any number of tabs after Home tab.

Tabs change from application to application, right now you’re in the Sales application and you can switch to other applications by clicking on the Sales button in the top right corner.

These tabs are usually shortcuts to records of the object they represent. For example by clicking on the accounts tab you’ll see that we have a section called “Recent Accounts” which will be empty right now as we haven’t seen account records till now.

Although if you see you have something called View just above the Recent Accounts whose value is currently set to All Accounts and so if you click on the Go button adjacent to it, it will show you all the Account records present in your app.

All Accounts list view in Salesforce

As you can see, for each record you have the option to edit or delete a record, and if you have many account records in future you can navigate through them using A | B | C .. character links as well.

Not only that, you can also create your own view by clicking on the Create New View button and you can display accounts based on your custom filters such as Account that have the word United in their Name. Try it out!

The End

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So I think this should be enough for you to figure out how to click through Salesforce while learning. Let me know in the comments what part was most interesting for you while navigating through Salesforce.

Have a good one 🙂

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