Task:Īn action item/reminder that can be related to a record. Report:Ī customizable list of records that can be grouped and filtered for analysis. Record:Ī single entity of data within an Object. Organization (Org):Ī Salesforce account with up to 10 users (in Essentials Edition). Grouping of the same types of records (e.g., Accounts, Contacts, Leads, Opportunities, etc.). List View:Ī single view of your data that allows you to sort and filter easily. The modern user experience of Salesforce. Knowledge:Īn article that can be shared with your internal team or customers. Inbox:Īn email plugin that allows you to easily view/edit Salesforce data, log emails one-by-one, send availability, and more, directly from your email inbox and calendar. In the menu on the left, click the cogwheel icon to access the Result Templates tab. Information (e.g., “Name,” “Company,” “Industry,” etc.) that is tracked on Salesforce records. You can also change the default Quick View in Coveo for Salesforce. Einstein Activity Capture:Ī feature that automatically syncs emails and calendar events to the Activity Feed of related Salesforce records. Salesforce has different base-level editions that each contain certain limits (starting from lowest): Essentials, Professional, Enterprise, and Unlimited. This feature is needed.Whenever we override a page with Standard Controller, Quick access Menu is disappearing as it is a Custom visual force page. Dashboard:Ī group of reports on a customizable board that provides a visual representation of your data. Contact:Īn individual person linked to an Account. Case:Īn internal communication channel for posting updates, sharing files, and collaborating in groups. In this release, you can find lot’s of new features as well as new enhancements related to Lightning Experience. On 09th and 10th September Sandboxes will be upgraded so that your organization gets the look and feel of Winter’17 release. Campaign Member:Ī Contact or Lead associated with a Campaign. The Winter’17 release of Salesforce is now in available under the pre-release program. Campaign:Ī marketing initiative such as a mass email, advertisement, conference, etc.
#SALESFORCE QUICK ACCESS MENU FREE#
The Salesforce business app marketplace where you can extend functionality of your org with free or paid apps from third-party partners. For example, sales teams can use the “Sales” app because it contains tabs for tracking prospects, sales deals, and reports. App:Ī configuration of tabs for a specific business function. Activity:Ī logged call, email, task, or event that can be recorded on the Activity Feed of any record. An organization, such as a customer, partner, competitor, etc.
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