General Navigation, Global Search, Parent/Child Relationships, and Finding Records
General Navigation, Global Search, Parent/Child Relationships, and Finding Records
Summary
In this article you will learn how to Create a Contact record, Pin a List View, Search for records, and gain general knowledge about Record Relationships and navigating salesforce.
Prerequisites
- Web Browser
-
Salesforce User Account
Instructions
Step 1: Navigate to https://cpspharm.my.salesforce.com
Step 2: If prompted sign in using your CPS email and password.
Step 3: After signing in you will be brought to the home page of your default Salesforce App.
Step 4: You have now accessed to Salesforce!
Conclusion
You have successfully learned how to Create a Contact record, Pin a List View, Search for records, and gained general knowledge about Record Relationships and navigating salesforce.