Getting Oriented in Salesforce

In this lesson, sales reps get oriented inside Salesforce so they can move confidently through the workspace before working with leads, accounts, opportunities, activities, and forecasts in later lessons.

Professor Christina Ross explains the core navigation patterns reps use every day: the App Launcher, navigation bar, global search, list views, record pages, related lists, tabs, actions, and basic personalization. The focus is not administration or customization; it is practical day-one fluency for finding records, understanding where information lives, and avoiding common navigation mistakes.