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Step 4: Navigating the Homepage – Dashboard and Relevant Tabs
Salesforce offers many different ways to order, navigate, and customize the views of the information it contains. As you get more confident, you will find the process that works best for you. The purpose of this training is to introduce you to the basics.
Dashboard/Homepage
When you have logged in to Salesforce, you will see the following Dashboard/Homepage. Note:...
Job Applications Tab
Note: Your page might not look like this. To see all the filters, click the arrow beside the he...
Candidates Tab
The Candidates tab allows you to search by a Candidate’s name. It is the same complete list of al...