Getting Started

Home
When you get set up as a user in Salesforce.com (SFDC) you will receive an email with a link, your username, and a temporary password. Once you get logged in, you will land on the Home page. This is the hub of all navigation and a good place to set up some quick reference points - things like Reports and Dashboards, Tasks and Events , Chatter , and recently visited records. All of this is customizable and you can choose to view or hide any of the items here.

[Screenshot - Home Page]

The first place we will look is the Tab bar. Here you should see the Home tab all the way to the left and various other tabs beside it.

[Screenshot - Tab Bar]

These tabs will be defaulted to you based on your position at PIE, but, just like nearly everything else in SFDC, it is customizable. All the way to the right of the tabs there is a plus sign ('+'). If you click that you will see all different Objects that you have access to. For one time access, you can click the Object you wish to view, but if you think that will be navigating to that Object more frequently you can add it to your Tab bar.

To do that, click the orange "Customize My Tabs" button in the top right of the page.

[Screenshot - Objects]

Here you can move things from the left box to the right box or vice versa to create your own, personalized Tab bar for easy navigation.

[Screenshot - Customize My Tabs]

Personal Settings
By clicking your name in the upper right of the page, you will see a dropdown with "My Profile", "My Settings", and "Logout".

[Screenshot - Name Links]

Edit Records
Records is a general term used to describe anything added into SFDC, whether that be an Account, Contact, or anything else. Editing any field within these records is as simple as double-clicking the field. (Note - some fields are locked and unable to be edited, this is shown by a tiny padlock icon next to the field name)

[Screenshot - Field]

Fields can vary from different inputs. Some fields are a drop down list to choose from, others are numbers/currency, and some others are free form text.

When you finish editing any fields you want to change, all fields that were changed will be highlighted orange; make sure you click "Save" at the top, middle, or bottom of the page.

[Screenshot - Save Button]