Home Page – What’s there? What will I use?
Everyone who has a license for AFCS Salesforce will enter into the same Home page/Dashboard. The tabs at the top might appear different depending on your assigned role within Salesforce, which is associated with a specific level of access.
When you have logged in to Salesforce you will see the following Dashboard/Homepage. This has been customized to have all the primary things you need in easy view.
As you run your mouse over the screen, you will notice that many items become underlined or highlighted. Clicking any of these items within the dashboard will take you to the corresponding page.
Additionally, you will notice that there are charts and graphs on the Dashboard. Each one provides a live, quick view of a report within Salesforce and is updated regularly.
Clicking the View Report button will take you to the full report.