Navigation
This is the main page users usually see after logging in.
Home Page
This object stores information about companies or organizations.
Accounts
This feature displays filtered lists of records.
List Views
These are used to track to-do items in Salesforce.
Tasks
CRM stands for this.
Customer Relationship Management
This feature helps users quickly find records across Salesforce.
Global Search
This object stores information about individual people.
Contacts
This action keeps your preferred List View as the default view.
Pinning a List View
This timeline displays tasks, emails, calls, and meetings on a record.
Activity Timeline
A single entry in Salesforce, like one Account or one Case, is called this.
Record
These appear across the top or side of Salesforce and help users move between objects.
Tabs
This object is commonly used to track validations.
Cases
This section shows records you recently opened.
Recently Viewed
A Case status often changes throughout its lifecycle. Give one common Case status.
Pre-Work, Quoted, Study, or Closed
A related list displays related information connected to this.
Record
This menu lets users switch between different Salesforce apps.
App Launcher
This object is used to track follow-up work items.
Tasks
This tool helps users narrow records based on conditions like owner or status.
Filters
This person is responsible for managing or updating a record.
Record Owner
Required fields are typically marked with this symbol.
Red Asterisk (*)
This feature lets users save frequently accessed records for quick access later.
Favorites
Accounts, Contacts, Cases, and Opportunities are all examples of this Salesforce term.
Objects
Before creating a new record, users should do this first to avoid duplicates.
Search for an existing record
Adding clear notes and updates to Cases helps improve this.
Collaboration or Communication
This is considered a best practice when updating Salesforce data.
Keeping Records Accurate and Up to Date