Let's explore Salesforce Lightning Menu
via a Guided Tour
Install Guideme.io plug-in
• To play the tour visit Guideme.io and install the chrome plug-in
OR
• Ask your IT administrator to install the Guideme.IO js file
1. Menu Icon
Menu collapses and expands a list of all icons along with their names
2. Home Icon
A view of what’s important for you to focus on today
3. Opportunities Icon
Opportunities are qualified leads that you’ve converted. When you convert the Lead, you create an Account and Contact along with the Opportunity
4. Leads Icon
Leads are potential prospects. You haven’t yet qualified that they are ready to buy or what product they need
5. Tasks Icon
You can view your whole list of tasks, alongside a detailed view of any task you select
6. Files Icon
Salesforce Files reinvents file sharing for the enterprise, placing documents, videos, or presentations into the center of sales, service, and marketing processes. Files are accessible from anywhere, and always updated to the most recent version
7. Accounts Icon
Accounts are the companies you’re doing business with. You can also do business with individual people using something called Person Account
8. Contacts Icon
Contacts are the people who work at an Account
9. Dashboard Icon
Your utility for summarizing and displaying your Salesforce data in a graphical layout
10. Reports Icon
Your business has questions. Your Salesforce data has the answers. When you get asked to build a report, the request typically comes in the form of a question.
11. Feeds Icon
Chatter feeds show you posts and comments you and other people make, as well as record updates across your Salesforce organization
12. Groups Icon
A group consists of a set of users. A group can contain individual users, other groups, or the users in a particular role or territory. It can also contain the users in a particular role or territory plus all the users below that role or territory in the hierarchy
13. Calendar Icon
Use Salesforce to schedule meetings and presentations with colleagues, customers, and prospects
14. People Icon
The People icon display a list of the users in your organization
Install Guideme.io plug-in
• To Play the tour visit Guideme.io and install the chrome plug-in
OR
• Ask your IT administrator to install the Guideme.IO js file