New Users
If you are new to Salesforce and Student360, please take a moment to review the following video Lightning Experience: Take it for a Spin for general overview of the user interface (UI) as it appears right “out of the box”: https://salesforce.vidyard.com/watch/LfY-yg0tw_0A2YeLn42lsw. The video is about 5 minutes long. We have been working to simplify and customize the UI for our needs as Student Affairs/SSW.
This video covers the following components of the User Interface:
- User profile
- Menu
- App launcher
- Opportunities
- Changing the view + pin
- Search for a record inside a list
- Record page
- Chatter tab
- Details tab
- “Related”
- Master search (nav bar)
- Filters (brief)
- Help
- Home