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Salesforce.com Basic Navigation & Data Terms

Objectives for this Resource:

Screenshot Example

A field is one data point within an object (e.g. “First Name” on the lead object).

A record is row of field data within an object (e.g. the lead “John Smith”).

An object is comprised of its field definitions and records.

A tab is used to expose an object and its data to the end user through the web interface.

An application is selected in the top left of the screen in Lightning Experience and in the top right of the screen in Salesforce Classic, and influences which tabs are displayed along the top navigational bar.

A page layout influences which fields are displayed and in what order when viewing or editing a record.

A page layout influences which fields are displayed and in what order when viewing or editing a record.

A list view is used to quickly segment and action records within an object.


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ml312
Member

What tool do you use to highlight (box and circle) material that you cover? Asking because I teach webinars. Thank you 🙂