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Salesforce Lead Management is the process of capturing new enquiries, sending each one to the right person and turning good ones into real customers.…
Salesforce Chatter is the built-in collaboration tool that lets your team post updates, ask questions and share files right next to the records they…
Salesforce Activities are the tasks, events, calls and emails that show what people actually did with a customer. A record tells you who the…
Salesforce List Views are saved filters that show users exactly the records they need, right inside each object’s tab. Together with Kanban boards and…
Salesforce User Management is the daily work of adding people to your org, fixing their login problems and removing access when they leave. In…
Salesforce Company Settings control the basic facts about your organisation, like its time zone, currency, working hours and financial year. Every report, every due…
Salesforce exam registration now happens on Trailhead Academy, with Pearson VUE delivering the exam either online or at a test centre. If you followed…
Salesforce Reports and Dashboards turn your records into clear answers. A report is a list of records that match your filters, often grouped and…
Salesforce Record Types let one object behave in different ways for different kinds of records. In our page layouts and Lightning record pages guide,…
Salesforce Page Layouts decide what users see when they open a record. Fields, sections, buttons and related lists all come from the layout. In…