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Salesforce Basics
Salesforce Basics
@salesforcedocs
Last updated: October 31, 2019
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as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.
CONTENTS
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
GET STARTED WITH SALESFORCE
Welcome to Salesforce, the award-winning cloud computing service designed to help you manage
EDITIONS
your customer relationships, integrate with other systems, and build your own applications! Here
are some key concepts to help you understand the Salesforce products and editions and guide you Available in: Salesforce
through common tasks in Salesforce. Classic (not available in all
orgs)
What Is Salesforce? Available in: All editions
Salesforce is your customer success platform, designed to help you sell, service, market, analyze,
and connect with your customers.
Log In, Navigate, and Search Salesforce
New to Salesforce? Learn how to navigate, customize, and manage basic CRM features.
Verify Your Identity
Use identity verification tools to secure and protect your data from unauthorized access.
Personalize Your Salesforce Experience
Update your personal information, for example your email address. Change your password and security question. If you have
administrator permissions, you can also customize your Salesforce org.
Lightning Experience on iPad Browsers (Beta)
Access the full desktop version of Lightning Experience on your iPad when you’re away from your desktop or laptop.
What Is Salesforce?
Salesforce is your customer success platform, designed to help you sell, service, market, analyze,
EDITIONS
and connect with your customers.
Run your business from anywhere with Salesforce. Use standard products and features to manage Available in: both Lightning
relationships with prospects and customers, collaborate and engage with employees and partners, Experience and Salesforce
and store your data securely in the cloud. Classic
But standard products and features are only the beginning. With our platform, you can customize Your Salesforce edition
and personalize the experience for your customers, partners, and employees and easily extend determines which features
beyond out of the box functionality. and functionality you can
access.
1
Get Started with Salesforce Concepts, Products, and Services
Cloud Computing Technology that enables Internet-based services that let you sign up and
log in through a browser. Salesforce delivers its service in the cloud. Other
familiar cloud computing services include Google Apps and Amazon.com.
2
Get Started with Salesforce Concepts, Products, and Services
Concept Definition
Software as a Service (SaaS) Software delivered not by traditional means (such as on disk) but in the cloud, as a service. There’s nothing
to download or install, and updates are automatic.
Trust A Salesforce term for its company-wide commitment to building and delivering the most secure, fast,
and reliable cloud-based service available.
trust.salesforce.com is a systems status website that provides Salesforce customers and the
community access to real-time and historical system performance information and updates. It also lists
incident reports and maintenance schedules across all its key system components.
trust.salesforce.com is free to all members of the Salesforce community.
Terms
Term Definition
App Short for application. A collection of components such as tabs, reports, dashboards, and Visualforce pages
that address specific business needs. Salesforce provides standard apps, which you can customize, such
as Sales and Service. You can customize the standard apps to match the way you work.
Edition One of several bundles of Salesforce products and services, each geared toward a different set of business
needs. All Salesforce editions share the look and feel, but they vary by feature, functionality, and pricing.
Object A definition of a specific type of information you can store in Salesforce. For example, the Case object
lets you store information about customer inquiries. For each object, your organization has multiple,
specific records.
Salesforce comes with lots of standard objects, but you can create custom objects, as well.
3
Get Started with Salesforce The Salesforce Admin
Term Definition
Organization A deployment of Salesforce that has a defined set of licensed users. Your organization includes all your
data and applications.
Record A collection of fields that store information about a specific item of a specific type. A record is an object,
such as a contact, an account, or an opportunity. For example, you can have a contact record to store
information about Joe Smith, and a case record store information about his training inquiry.
Release Salesforce releases new products and features three times per year, and we identify releases by
season—Winter, Spring, and Summer—along with the calendar year. Example: Winter ’15.
For every Salesforce release, the Salesforce release notes include new features and products that are
generally available or in beta release. They also describe all changes to existing features and products.
You can find the release notes when you search for “Release Notes” in the Salesforce Help.
Salesforce The name of the Salesforce cloud computing CRM service and the company name.
4
Get Started with Salesforce What Happens When You Purchase Salesforce
When your order is activated, our provisioning process creates a license request. The license request includes definitions that build out
your org. These definitions consist of settings that indicate which licenses, permissions, and profiles you receive. It’s these basic elements
that shape the org that you use and what users can do in it.
Licenses
You probably know that we offer different license types. Think of them as org-level and user-level licenses. You can also purchase
permission set licenses and add-on licenses.
Org-Level Licenses
When you purchase Salesforce, you purchase an org-level license, or edition. An edition defines your:
• Features, such as contracts or collaborative forecasting
• Amounts, such as quantity of storage and the number of sandboxes
To check how much storage or the number of sandboxes that your org has, from Setup, in the Quick Find box, enter Storage Usage
or Sandboxes.
User-Level Licenses
Your org receives a specific number of user licenses, such as Salesforce or Chatter Free user licenses. A user license defines:
• User permissions, such as Activate Contracts or View All Forecasts
• CRUD (Create, Read, Update, and Delete) access allowed on objects, such as who can create a contract or delete an account
When you create users, you assign each one to a user license. A user license defines the permissions or the maximum capabilities that
a user can have.
To see which user licenses your org has, from Setup, in the Quick Find box, enter Company Information and select User Licenses.
Permission Set Licenses
Permission set licenses let you offer more functionality to users in your org. An example of a permission set license is Identity Connect.
When you purchase a permission set license, you receive user permissions pertaining to the license and the accompanying CRUD
permissions. For example, with Identity Connect, you receive the Use Identity Connect permission, which allows assigned users to use
the feature.
To check which permission set licenses your org has, from Setup, in the Quick Find box, enter Company Information, and select
Permission Set Licenses.
Add-on Licenses
Add-on licenses extend functionality at the org level. An example is the purchase of more API requests to extend the limit for your org.
Permissions
User permissions specify:
• Tasks that users can perform
• Features that users can access in your org configuration
The base user permissions, such as Activate Contracts or View All Forecasts, that someone has depends on the user license assigned.
You can use profiles and permission sets to refine which permissions a group of users has.
For example, users with the View All Forecasts permission can view other users’ forecasts, but they must have the correct user license.
If you assign the Chatter Free user license to users, they do not receive the View All Forecasts permission because this user license does
not offer it.
5
Get Started with Salesforce What Happens When You Purchase Salesforce
To find which user license a user is assigned, from Setup, in the Quick Find box, enter Users. Click the name of the user whose
information you want to view. Look for User License.
Profiles
You can have standard profiles and custom profiles, depending on the edition that you purchase. Profiles define:
• User access to objects and data
• What users can do within the org
When you create users, you assign each user a profile. A profile belongs to exactly one user license type. Let’s say that your purchase
comes with the Salesforce and Chatter Free license types, among others. You assign profiles to users based on these licenses.
For example, based on the Salesforce user license, you can assign the System Administrator, Standard User, or one of several other profiles
to a user. Based on the Chatter Free user license, you can assign only the Chatter Free User or Chatter Moderator User profiles to users.
You can create custom profiles to offer different permissions or functionality to users with the same user license. However, using a
permission set is typically a more efficient way to achieve the same goal. (Make sure that the permissions defined in the profile or
permission set don’t exceed the permissions defined in the user license, though.) For example, you can assign a profile to a group of
users. Then, you can assign users different permission sets to give certain people in that group more capabilities.
To see which profile and permission sets that a user is assigned, from Setup, in the Quick Find box, enter Users. Click the name of the
user whose information you want to view. To check the assigned profile, look for Profile. Click Permission Set License Assignments
or Permission Set Assignments: Activation Required for permission set information.
SEE ALSO:
Salesforce Editions
Data and File Storage Allocations
Licenses Overview
6
Get Started with Salesforce Push Updated Licenses to Sandbox Orgs
Warning: If the sandbox’s related production environment is in trial or demo status, do not use the matching tool. Using the tool
with a trial or demo org can result in destructive changes. If you’re unsure whether the sandbox’s production org is in active status,
log a case with Salesforce Customer Support. They can confirm your org’s status before you use the tool.
SEE ALSO:
Sandbox Setup Considerations
SEE ALSO:
Salesforce Editions
What Happens When You Purchase Salesforce
Licenses Overview
7
Get Started with Salesforce Salesforce Editions
Salesforce Editions
We offer bundles of features and services, each geared toward specific business needs.
EDITIONS
These bundles, called editions, share a look and feel but vary by functionality and pricing. Some
customers start with a basic edition and upgrade to a more feature-rich edition as business Available in: both Salesforce
requirements evolve. Classic and Lightning
Experience
It’s easy to learn which features are available in various editions. Just search for features in Salesforce
Help. Toward the top of every topic, you can see the editions in which the feature’s available. Here’s Available in: Essentials,
a quick description of each edition we offer. Professional, Enterprise,
Unlimited, and Developer
Note: For many trial and purchased subscription editions for new orgs, Lightning Experience Editions
is the exclusive user interface for end users. See Lightning Experience Only Editions.
Enterprise Meets the needs of large and complex businesses. It gives you advanced
customization and administration tools, in addition to all the functionality
available in Professional Edition, that can support large-scale deployments.
Enterprise Edition also includes access to Salesforce APIs, so you can easily
integrate with back-office systems.
Unlimited Maximizes your success and extends it across the entire enterprise through the
Lightning Platform. It gives you new levels of platform flexibility for managing
and sharing all your information on demand. Includes all Enterprise Edition
functionality, Premier Support, full mobile access, unlimited custom apps,
increased storage limits, and other features.
Developer Provides access to the Lightning Platform and APIs. It lets developers extend
Salesforce, integrate with other applications, and develop new tools and
applications. Developer Edition also provides access to many of the features
available in Enterprise Edition.
8
Get Started with Salesforce Salesforce Editions
If you believe that your org has a strong business need for your end users to access Salesforce Classic, use the exception request process.
1. Go to Salesforce Help Finder and log in with your Salesforce credentials .
2. Click the Feature Activation topic, and then the Other category .
3. Click Log a New Case.
4. For the Subject field, enter Enable Classic.
5. For the Description field, enter details on why you are requesting end-user access to Salesforce Classic.
6. Check that the OrgId is accurate, and then submit the case.
9
Get Started with Salesforce Salesforce Features and Edition Allocations
Note: Personal Edition orgs purchased after June 2009 don’t have access to opportunities.
Performance Edition
This edition is designed for customers who want to drive growth, increase customer satisfaction, and maximize sales and service
success in the social and mobile world. Performance Edition orgs include all Unlimited Edition functionality plus clean, targeted lead
and customer data from Data.com, coaching and feedback tools from Work.com, trusted identity services from Identity, and more.
For customers in Japan, Singapore, and South Korea, we offer Performance Edition Limited, which includes all Performance Edition
functionality except Data.com.
Database.com
Database.com is a multitenant cloud database service that’s designed to store data for mobile, social enterprise applications. You
can use Database.com as the back-end database for applications that are written in any language and run on any platform or mobile
device. Database.com's built-in social computing infrastructure and native support for building sophisticated REST-based APIs enable
you to create employee-facing, native mobile and social apps.
As a Salesforce customer, you already use Database.com when you create custom objects, manage security, or import data with the
Lightning platform and API. A stand-alone version of Database.com is available for developers who want to create applications that
harness other languages, platforms, and devices.
We don’t provide Database.com-specific documentation. Refer to the Salesforce documentation and the list of features that
Database.com supports. This list identifies the Salesforce documentation subjects that apply to Database.com. Also, every feature’s
Edition Table includes Database.com if the feature is available in Database.com. Use the Salesforce Help, release notes, workbooks,
and developer guides for APIs, Apex, SOQL, and SOSL.
SEE ALSO:
Salesforce Editions
10
Get Started with Salesforce Salesforce Features and Edition Allocations
Certificates: maximum 50
Content deliveries:
default delivery
50 GB
bandwidth per rolling
24-hour window
Content deliveries:
default delivery view
50,000
counts per rolling
24-hour window
Content deliveries:
maximum file size for 25 MB
online viewing
Content: maximum
2,000
libraries
11
Get Started with Salesforce Salesforce Features and Edition Allocations
Custom objects: deletion Available unless more N/A Available unless more than 200 junction object
of parent records in a than 200 junction object records are associated with the deleted parent record
many-to-many records are associated and the junction object has a roll-up summary field
relationship with the deleted parent that rolls up to the other parent.
record and the junction
N/A object has a roll-up
summary field that rolls
up to the other parent.
12
Get Started with Salesforce Salesforce Features and Edition Allocations
Custom settings: cached The lesser of 10 MB or 1 MB multiplied by the number of full-featured user licenses in your org (N/A in
data allocation Contact Manager, Essentials Edition, and Professional Editions)
Documents: maximum
20 KB
size of custom app logo
Documents: maximum
size of document to 5 MB
upload
Documents: maximum
size of file name (with 255 characters
extension)
Formulas: maximum
displayed characters after
1,300
an evaluation of a
formula expression
13
Get Started with Salesforce Salesforce Features and Edition Allocations
Formulas: unique
15
relationships per object
Formulas: VLOOKUP
10
functions per object
Lightning pages:
maximum components 25
in a region
Master-detail
relationship: maximum 10,0008
child records
Objects: maximum
number of deleting
100,000
combined objects and
child records
Omni-Channel: 100,000
maximum pending
routing requests9
N/A
Omni-Channel: 30,000 per hour
maximum queued work
items10
Opportunity Teams:
N/A 30
maximum members
Permission sets: 5
N/A 1 10 1,000
maximum (created)
14
Get Started with Salesforce Salesforce Features and Edition Allocations
Question: maximum
1,000
characters
Question: maximum
characters (with Chatter N/A N/A
Answers Optimize 32,000
Question Flow
enabled)
Recycle Bin: maximum 25 times your MB storage capacity as records. For example, an org with a storage allocation of 2,000MB
records (2GB) can have 50,000 records in the Recycle Bin: 25 x 2,000 = 50,000 records.
Shared Activities You can relate up to 50 contacts to nonrecurring tasks, nongroup tasks, and nonrecurring events. You can
assign one primary contact. All others are secondary contacts.
Sharing rules You can create up to 300 sharing rules per object, including up to
N/A
50 criteria-based rules.
15
Get Started with Salesforce Salesforce Features and Edition Allocations
Territories: maximum
N/A 15
account assignment rules
1
You can add an attachment to the Attachments related list of a case, solution, campaign, task, or event, or to the Notes & Attachments
related list of an account, contact, lead, opportunity, or custom object. If you don’t see the related list on task or event page layouts, ask
your admin to add it.
2
Lightning apps, custom apps, and custom tabs that are contained in a managed package that’s publicly posted on the AppExchange
don’t count against the allocations for your Salesforce edition.
3
Additional restrictions apply for activities, long text area fields, relationship fields, and roll-up summary fields. An org can’t have more
than 800 custom fields, regardless of the edition or source of those fields. For example, an Enterprise Edition org can have 500 custom
fields per object, and 300 more fields installed from a managed package for a total limit of 800 fields per object.
4
When data is substituted for the tokens in the URL, the link can exceed 3,000 bytes. Some browsers enforce additional limits for the
maximum URL length.
16
Get Started with Salesforce Data and File Storage Allocations
5
The custom objects that are contained in a managed package that’s publicly posted on the AppExchange don’t count against the
allocations for your Salesforce edition. At the same time, an org can’t have more than 3,000 custom objects, regardless of the source or
namespace of those objects. For example, in Unlimited Edition: 2,000 custom objects created, 1,000 custom objects installed by packages.
Soft-deleted custom objects and their data count against your limits. We recommend that you hard delete or erase custom objects you
no longer need.
6
Each relationship is included in the maximum custom fields allowed.
7
The amount of 100 external objects applies regardless of how many Salesforce Connect add-ons you purchase for your org. External
objects don’t count toward the amount for custom objects.
8
As a best practice, don’t exceed 10,000 child records for a master-detail relationship.
9
Maximum objects that can be pending for Omni-Channel routing in an org. When an item is assigned to Omni-Channel-enabled
queues, Omni attempts to route it to an available agent. If no agent is available, the work is pending routing. You may experience
degraded performance in Omni-Channel Supervisor when queues surpass 10,000 pending routing requests.
10
Maximum records that can be queued per hour in an org, across all Omni-Channel-enabled queues. Each time an item is assigned to
an Omni-Channel queue, the platform checks how many items were queued in the preceding hour. If the max has been reached, the
item isn’t assigned to the queue.
11
If your org exceeds its daily Web-to-Case or Web-to-Lead amount, the default case owner or default lead creator receives a notification
email that contains information about the case or lead. When your org reaches the 24-hour max, Salesforce stores additional requests
in a pending request queue that contains Web-to-Case and Web-to-Lead requests. The requests are submitted when the amount
refreshes. The pending request queue has an allocation of 50,000 combined requests. If your org reaches the pending request maximum,
additional requests are rejected and not queued. Your admin receives email notifications for the first five rejected submissions. Contact
Salesforce Customer Support to change your org’s pending request allocation.
12
Geolocation is a compound field that counts toward your org’s limits as three custom fields: one for latitude, one for longitude, and
one for internal use.
SEE ALSO:
Salesforce Editions
Data and File Storage Allocations
Storage Capacity
Storage is divided into two categories. File storage includes files in attachments, Files home, Salesforce CRM Content, Chatter files
(including user photos), the Documents tab, the custom File field on Knowledge articles, and Site.com assets. Data storage includes the
following:
• Accounts
• Article types (format: “[Article Type Name]”)
• Article type translations (format: “[Article Type Name] Version”)
• Campaigns
• Campaign Members
• Cases
• Case Teams
17
Get Started with Salesforce Data and File Storage Allocations
• Contacts
• Contracts
• Custom objects
• Email messages
• Events
• Forecast items
• Google docs
• Ideas
• Leads
• List Email
• Notes
• Opportunities
• Opportunity Splits
• Orders
• Quotes
• Quote Template Rich Text Data
• Solutions
• Tags: Unique tags
• Tasks
• All objects tied to Field Service Lightning enablement (for a full list, see the Field Service Lightning Developer Guide)
Data Storage
Starting in late March 2019, Contact Manager, Group, Essentials, Professional, Enterprise, Performance, and Unlimited Editions are allocated
10 GB for data storage, plus incrementally added user storage. For example, a Professional Edition org with 10 users receives 10 GB of
data storage, plus 200 MB, for 10.2 GB of total data storage.
File Storage
Contact Manager, Group, Professional, Enterprise, Performance, and Unlimited Editions are allocated 10 GB of file storage per org.
Essentials edition is allocated 1 GB of file storage per org.
Orgs are allocated additional file storage based on the number of standard user licenses. In Enterprise, Performance, and Unlimited
Editions, orgs are allocated 2 GB of file storage per user license. Contact Manager, Group, Professional Edition orgs are allocated 612 MB
per standard user license, which includes 100 MB per user license plus 512 MB per license for the Salesforce CRM Content feature license.
An org with fewer than 10 users will receive a total of 1 GB of per-user file storage rather than 100 MB per user license.
Note: Each Salesforce CRM Content feature license provides an additional 512 MB of file storage, whether Salesforce CRM Content
is enabled or not.
File storage and data storage are calculated asynchronously, so if you import or add a large number of records or files, the change in
your org’s storage usage isn’t reflected immediately.
The minimum values in the table below apply to Salesforce and Salesforce Platform user licenses. If your org uses custom user licenses,
contact Salesforce to determine your exact storage amount. For a description of user licenses, see User Licenses.
Big Object Storage
Contact Manager, Group, Enterprise, Performance, Unlimited, Developer, and Personal editions are allocated storage for 1 million big
object records per org. Contact Salesforce to increase the limit. Big object storage is calculated asynchronously, so new records aren’t
18
Get Started with Salesforce Maps and Location Service Allocations
immediately reflected. While big object record limits are not actively monitored, Salesforce reserves the right to enforce the limit if
necessary.
Note: In most cases, the allocation is enforced and records can’t be added once the allocation is exceeded. For active production
orgs, the allocation of big object records is enforced contractually.
Salesforce Edition Data Storage Data Storage File Storage File Storage
Minimum per Org Allocation per User Allocation per Org Allocation per User
License License
Contact Manager
Group 612 MB
20 MB
Professional
Enterprise 10 GB 10 GB
Performance 120 MB
20 MB for Lightning 2 GB
Unlimited
Platform Starter user
licenses
Developer 5 MB
Personal 20 MB (approximately 20 MB
N/A N/A
10,000 records)
Essentials 10 GB 1 GB
SEE ALSO:
Salesforce Editions
Salesforce Features and Edition Allocations
Note: Display of billing and shipping address on the same record is considered separate map views.
19
Get Started with Salesforce Supported Browsers, Languages, and Accessibility Standards
Note: Map markers with location defined by latitude and longitude don't incur a map view.
Supported Browsers
Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.
Supported Languages
Salesforce offers three levels of language support: fully supported languages, end-user languages, and platform-only languages.
Accessibility Standards
Learn about the standards that Salesforce follows to design applications with accessibility in mind.
Supported Browsers
Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.
SEE ALSO:
Device and Browser Best Practices
Einstein Analytics Requirements
20
Get Started with Salesforce Supported Browsers, Languages, and Accessibility Standards
Note: Using Salesforce Classic in a mobile browser isn’t supported. Instead, we recommend using the Salesforce app when you’re
working on a mobile device. To see the mobile browsers that are supported for Salesforce, check out Requirements for the Salesforce
App.
Microsoft Internet Microsoft Edge Google Chrome Mozilla Firefox Apple Safari
Explorer
Salesforce Classic IE 11 Latest Latest Latest 12.x+
Note: The term “latest” is defined by the browser vendors. Check with your browser vendor to determine the latest version
available.
Note:
• Salesforce doesn’t support non-browser applications that embed WebView or similar controls to render content for Salesforce
Classic, Lightning Experience, or Salesforce mobile web. Examples of approaches that embed this type of control include
Salesforce Mobile SDK, Microsoft’s WebBrowser Control, Electron’s embedded Chromium browser, iOS’s UIWebView and
WKWebView, and Android’s WebView.
• You can’t access Lightning Experience in a mobile browser. Instead, we recommend using the Salesforce app when you’re
working on a mobile device. For a list of supported mobile browsers on Salesforce, see Requirements for the Salesforce App.
• As a beta feature, we’re allowing admins to give iPad iOS 12.0 users access to the full desktop version of Lightning Experience
on their devices. For more information, see Lightning Experience on iPad Browsers (Beta). Also, Apple plans to release a new
operating system for iPad called iPadOS in fall 2019. By default, accessing Salesforce via Safari on iPadOS will load the desktop
browser user experience rather than the previous Salesforce mobile browser experience. For more information, see the
knowledge article Salesforce on the New iPadOS Operating System.
Important: Support for Internet Explorer 11 to access Lightning Experience is retiring beginning in Summer ’16.
• You can continue to use IE11 to access Lightning Experience until December 16, 2017.
• If you opt in to Extended Support for IE11, you can continue to use IE11 to access Lightning Experience until December 31,
2020.
• IE11 has significant performance issues in Lightning Experience.
• It is strongly recommended that you do not use Internet Explorer 11 with Community Builder.
• This change doesn’t impact Salesforce Classic.
21
Get Started with Salesforce Supported Browsers, Languages, and Accessibility Standards
Special setup No No No No No
considerations?
Note: The term “latest” is defined by the browser vendors. Check with your browser vendor to determine the latest version
available.
General Tab
1. From the General tab, click Settings under Browsing History.
2. For the Check for newer versions of stored pages option, select Automatically.
3. For the Disk space to use option, enter at least 50 MB.
Security Tab
1. From the Security tab, click Custom Level under Internet and scroll to the Scripting section.
2. Make sure the Active Scripting option is enabled. JavaScript depends on this setting being enabled.
Privacy Tab
1. From the Privacy tab, click Advanced.
2. Select the Override automatic cookie handling option.
22
Get Started with Salesforce Supported Browsers, Languages, and Accessibility Standards
Advanced Tab
From the Advanced tab, scroll to the Security section and do the following:
• Do not select the Do not save encrypted pages to disk option.
• Select Use TLS 1.0, Use TLS 1.1, and Use TLS 1.2. Make sure to deselect Use SSL 2.0 and Use SSL 3.0.
SSL is no longer supported by Salesforce. TLS 1.0 won’t be supported after we deactivate it, currently scheduled for June 2016 for
sandbox orgs and early 2017 for production orgs.
Tip: The Empty Temporary Internet Files folder when browser is closed option causes the cache
to clear when Internet Explorer is shut down. This increases privacy, but sometimes decreases performance.
Firefox Settings
To ensure Salesforce works optimally with Firefox, update the browser’s configuration settings.
Salesforce makes every effort to test and support the most recent version of Firefox.
Advanced Settings
Configure advanced preferences to maximize performance.
1. Type about:config in the browser’s location bar, and press Enter.
2. If a warning displays, click I'll be careful, I promise!
3. Search for the following preferences and set them to the recommended value by double-clicking the preference name. Changes
take effect immediately.
4. Enable tab focus on text fields, form elements, and links by setting this accessibility preference.
5. Change how the browser retains common resources across requests by setting these caching preferences.
browser.cache.disk.capacity 50,000 or more; increase to use more hard disk space 50,000
23
Get Started with Salesforce Supported Browsers, Languages, and Accessibility Standards
Note: You can set some of these preferences by clicking Tools > Options in the Firefox browser. Refer to Firefox Help for
details.
Tip: Setting privacy.sanitize.sanitizeOnShutdown to “True” causes the cache to clear when Firefox shuts down. This increases
privacy, but can decrease performance.
To view the contents of your cache, type about:cache in the Firefox location bar and press Enter.
Refer to MozillaZine Knowledge Base and Firefox Support Home Page for more information on these and other preferences.
• For Mac OS users on Apple Safari or Chrome, make sure the system setting Show scroll bars is set to Always.
• Some third-party browser plug-ins and extensions can interfere with the functionality of Chatter. If you experience malfunctions or
inconsistent behavior with Chatter, disable the browser's plug-ins and extensions and try again.
Other products and features may also be affected by third-party plug-ins and extensions.
Some features in Salesforce—and some desktop clients, toolkits, and adapters—have their own browser requirements. For example:
• Internet Explorer is the only supported browser for:
– Standard mail merge (Salesforce Classic)
– Connect Offline
• For the best experience on machines with 8 GB of RAM in the Salesforce Console, use Chrome.
24
Get Started with Salesforce Supported Browsers, Languages, and Accessibility Standards
SEE ALSO:
Device and Browser Best Practices
Important: Support for Internet Explorer 11 to access Lightning Experience is retiring beginning in Summer ’16.
• You can continue to use IE11 to access Lightning Experience until December 16, 2017.
• If you opt in to Extended Support for IE11, you can continue to use IE11 to access Lightning Experience until December 31,
2020.
• IE11 has significant performance issues in Lightning Experience.
• It is strongly recommended that you do not use Internet Explorer 11 with Community Builder.
• This change doesn’t impact Salesforce Classic.
Keep the following considerations in mind when using Salesforce with Microsoft Internet Explorer.
• IE11 is not supported in Salesforce CPQ and Billing.
• Lightning Experience might exceed IE11 data storage limits, which can cause performance problems. When you exceed the limits,
you receive a message similar to “Do you want to allow force.com to use additional storage on your computer?” Agreeing removes
the data limit for Lightning Experience. Another option is to set a 30 MB storage limit by following these steps.
1. In Settings, select Internet Options.
2. On the General tab, under the Browser History section, click Settings.
3. On the Cache and Databases tab, increase the Notify me when a website cache or database exceeds option to 30 MB.
4. Click OK.
• Salesforce Classic and Lightning Experience are supported in Internet Explorer 11 on Windows 8 and 8.1 for touch-enabled laptops
with standard keyboard and mouse inputs only. There is no support for mobile devices or tablets where touch is the primary means
of interaction. Use Salesforce mobile web instead.
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• If you’re using Microsoft® Internet Explorer® versions 9–10, you’re redirected to Salesforce Classic even if your preference is set to
Lightning Experience.
• Compatibility Mode in Internet Explorer isn’t supported.
• Changing the compatibility parsing mode of the browser, for example, by using the X-UA-Compatibility header, isn’t
supported.
• Internet Explorer 11 isn’t supported for the Developer Console.
• Internet Explorer isn’t supported for Flow Builder.
• Floating headers for Lightning report builders are not supported in Internet Explorer 11.
• Drag and drop of files into feed comments isn’t supported in Internet Explorer. Drag and drop of files into feed posts is supported
in Salesforce Classic, but not in Lightning Experience.
There are additional considerations for Internet Explorer with Salesforce Classic.
• If you use Internet Explorer, confirm that you have TLS 1.1 and TLS 1.2 enabled. For more information, see Enabling TLS 1.1 and TLS
1.2 in Internet Explorer.
• The HTML solution editor in Internet Explorer 11 is not supported in Salesforce Knowledge.
• The Metro version of Internet Explorer 10 isn’t supported.
• Internet Explorer 9 users don’t have browser-based spell check.
Supported Languages
Salesforce offers three levels of language support: fully supported languages, end-user languages, and platform-only languages.
A two-character language code identifies each language, such as en, or a five-character locale code, such as en_AU.
In addition to the Salesforce language support, you can localize your org. One option is to use the Translation Workbench to translate
your text customizations and override labels and translations from managed packages. You can translate everything from custom picklist
values to custom fields so that your global users can use Salesforce in their language.
Another option is to rename tabs and fields in Salesforce. If your custom application uses only a few standard Salesforce tabs and fields,
you can translate them.
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End-User Languages
End-user languages are useful if you have a multilingual organization or partners who speak languages other than your company’s
default language. For end-user languages, Salesforce provides translated labels for all standard objects and pages, except admin pages,
Setup, and Help. When you specify an end-user language, labels and Help that aren’t translated appear in English. End-user languages
are intended only for personal use by end users. Don’t use end-user languages as corporate languages. Salesforce doesn’t provide
customer support in end-user languages.
End-user languages include:
• Arabic: ar
• Bulgarian: bg
• Croatian: hr
• Czech: cs
• English (UK): en_GB
• Greek: el
• Hebrew: iw
• Hungarian: hu
• Indonesian: in
• Polish: pl
• Portuguese (Portugal): pt_PT
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• Romanian: ro
• Slovak: sk
• Slovenian: sl
• Turkish: tr
• Ukrainian: uk
• Vietnamese: vi
Note: Salesforce provides limited support for right-to-left (RTL) languages—Arabic and Hebrew—only for the following features.
• Search (Lightning Experience and Salesforce Classic)
• Chat (Salesforce Classic only)
• Cases (Salesforce Classic only)
• Accounts (Salesforce Classic only)
• Lightning Knowledge (Salesforce Classic only)
These features aren’t supported in the Salesforce mobile app, or any other mobile app or mobile browser. Salesforce doesn’t
guarantee that RTL languages function correctly with any other Salesforce feature. There are no plans to expand the list of supported
features.
Features that aren’t supported for RTL languages include, but are not limited to, the following.
• Report Builder
• Generating quote PDFs
• Customizable forecasting
• Emails
• Knowledge in Salesforce Classic
• Feeds
• Communities
• Certain search features, including lemmatization and synonym groups
The absence of a feature from this list does not imply support.
Platform-Only Languages
In situations where Salesforce doesn’t provide default translations, use platform-only languages to localize apps and custom functionality
that you’ve built on the Salesforce App Cloud. You can translate items such as custom labels, custom objects, and field names. You can
also rename most standard objects, labels, and fields. Informational text and non-field label text aren’t translatable.
Platform-only languages are available in all places where you can select a language in the application. However, when you select a
platform-only language, all standard Salesforce labels default to English or, in select cases, to an end-user or fully supported language.
Note: Language support is closely tied to the API version. For example, we introduced support for Belgian Dutch (nl_BE) in API
version 40.0. To take advantage of this language, you must use API version 40.0 or later. In general, we recommend using the most
recent version of the API to make the most of our language features.
When you specify a platform-only language, labels for standard objects and fields default to English, except:
• Dutch (Belgium) defaults to Dutch
• English (Australia), English (India), English (Malaysia), and English (Philippines) default to English (UK)
• French (Belgium), French (Canada), French (Luxembourg), and French (Switzerland) default to French
• German (Austria), German (Belgium), German (Luxembourg), and German (Switzerland) default to German
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SEE ALSO:
Select Your Language, Locale, and Currency
Enable and Disable the Translation Workbench
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Beta Limitations
These enhancements improve the layout for right-to-left languages in Lightning Experience for standard use cases involving common
Sales and Service Cloud objects.
• Lightning Right-to-Left (RTL) Support (Beta) is not available for Marketing Cloud, Commerce Cloud, Pardot, Salesforce CPQ and Billing,
Financial Service Cloud, or Health Cloud.
• This Beta version does not provide RTL support for the Salesforce mobile app or any other mobile app or mobile browser.
• Salesforce Classic provides only limited support for right-to-left languages (Arabic, Hebrew, and Urdu).
• Features available with an Inbox license in Outlook and Gmail integrations are not compatible with right-to-left languages. This
includes Insert Availability, Send Later, Email Tracking, and Text Shortcuts.
• When a right-to-left language is selected in Gmail, the side panel appears on the left side of your inbox or calendar, not on the right.
However, the panel's contents are displayed correctly from right to left.
• The following features are not included in Lightning Right-to-Left Support:
– Collaborative Forecasting
– Field Service
– Data.com / Lightning Data
– Einstein Analytics
– Sales Cloud Einstein
– Enterprise Territory Management
– Inbox
– Lightning Dialer
– Einstein Activity Capture
– Visualforce
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– PDF generation
• As a feature in Beta, right-to-left language support is not guaranteed to work correctly with any other Salesforce features.
Known Issues
Lightning Right-to-Left Support (Beta) has the following known visual discrepancies:
• Improper alignment and minor misplacement of UI elements (images, arrows, and buttons)
• Minor overlapping or truncated UI elements
• In report builder, when working in a right-to-left language, these parts are translated but are still laid out from left to right:
– When adding columns to a report, the top-most column in the Overview pane is the left-most column of the report table.
– The formula editing field for both summary and row-level formulas, though the formula editing menu itself flows from right to
left.
SEE ALSO:
Configure User Interface Settings
Accessibility Standards
Learn about the standards that Salesforce follows to design applications with accessibility in mind.
EDITIONS
Salesforce is committed to providing on-demand enterprise applications accessible to all individuals,
including users working with assistive devices, such as speech recognition software and screen Available in: Salesforce
readers. Classic (not available in all
orgs) and Lightning
Important: Accessibility features in Salesforce Classic are no longer maintained or enhanced. Experience
We recommend that you instead use Lightning Experience, which offers the latest accessibility
features. Available in: All editions
except Database.com
To help meet our goal of universal design, Lightning Experience follows the internationally recognized
best practices in Section 508 of the Rehabilitation Act and the Web Content Accessibility Guidelines
(WCAG) 2.0 Level AA to the extent possible. Find Voluntary Product Accessibility Templates (VPATs) for specific Salesforce products on
our Product Accessibility Status page.
Windows, latest version Freedom Scientific JAWS, latest version Google Chrome, latest version
Note: Salesforce pilot and beta features don’t always provide full accessibility.
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Note: While Salesforce does its best to comply with accessibility standards, sometimes glitches occur with certain combinations
of screen readers and web browsers. If you encounter difficulties that aren’t documented here, try using Salesforce with a different
combination of screen reader and browser.
See Known Accessibility Issues in Lightning Experience.
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SEE ALSO:
Keyboard Shortcuts for Lightning Experience
Keyboard Shortcuts for Lightning Console Apps
Page Header
The page header includes:
• Skip links
• Global search box
• Buttons for navigating to favorites and managing them
• Global Actions quick create menu
• Contextual help menu , which launches a panel
• Setup menu
• Notifications button, which launches a panel
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Skip Links
The top of each page has two links: Skip to Navigation and Skip to Main Content.
• Skip to Navigation moves the focus to the navigation section after the page header. The navigation section begins with an App
Launcher button that launches the app picker. In most Salesforce apps, the App Launcher button is followed by links that provide
access to the main Salesforce objects, such as Accounts and Opportunities. In Console apps, the App Launcher button is followed
by a link to a Salesforce object, a menu to select another object type, and a set of open tabs.
• Skip to Main Content moves the focus to the content of the current page and bypasses common links at the top of each page. For
example, if you open Chatter, you’re placed at the top of your feed. This link skips both the page header and the navigation links.
Tip: For accessibility, every feed has a hidden Skip Feed link that you get to by tabbing. Skip Feed skips you past the feed to the
End Feed tag. From End Feed, you can tab into the column that typically shows features like Einstein Recommendations and
Trending Topics. Whether a Chatter publisher is present, the Skip Feed link follows the tab succession, Sort by, Search, Filter (if
present), Refresh this feed, and then Skip Feed.
Global Search
The top of each Salesforce page has an editable combo box labeled Search Salesforce. Use this box to search your entire Salesforce org
for records, files, Chatter groups and posts, and users. When you begin typing, a list of auto-suggested searches and records displays.
Use the arrow keys to navigate the list of search suggestions. Or continue typing your search term, and press Enter to do a full search.
When you press Enter on a suggested record, you go directly to the item. When you press Enter on a suggested search in the list, you
go to a Search Results screen. On the screen, the search results are grouped by the object type, such as User or Group.
The Search Results screen is divided into sections, each marked with a heading level 2.
• The first heading level 2 is “Searchable objects from navigation bar.” This section contains links to narrow your search.
• Subsequent heading level 2s list the types of records returned. A search for Universal Containers can produce headings for Accounts,
Contacts, Leads, and Opportunities.
If no headings follow the “Searchable objects from navigation bar” heading, your search didn’t return any results. If the search did return
results, you hear the number of results when the page loads.
Favorites
The page header has two buttons for managing favorite pages. Use the first button to add or remove the current page. The button label
is Add Favorite if the page is not on your favorites list. The label changes to Remove Favorite when the page is added. This button is
disabled on pages that don’t support favorites.
The next button, Favorites List, opens a dialog that you can use to jump to a favorite page in Salesforce. The dialog lists your favorites
and includes an Edit Favorites button. If you have many favorites, the dialog starts with a favorites search combo box, which is in focus
when you open the dialog. Type a search term, or use your arrow keys to navigate through your favorites list. Press Enter to navigate to
the highlighted favorite. Use the Edit Favorites button to open a new dialog where you can rearrange, rename, and remove pages in
your favorites list.
See Favorites Considerations.
Navigation Region
After the header region is the navigation section of the page. This section begins with the App Launcher button, which opens an App
Launcher dialog that contains apps configured by your administrator. Use this dialog to switch between apps. You can also use the App
Launcher to access a Salesforce object in your org.
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Page Content
After the navigation section is the main content of the page. There are two main types of pages, each with a similar layout: object home
pages and record home pages.
Beyond these two common page types, there are several unique pages, including Home, Tasks, Notes, Reports, Dashboards, News,
Forecasts, and Chatter. Chatter pages include the feed, user profiles, groups, and Files. We encourage you to explore these page types
and develop your own navigation strategies.
Object Home
All object home pages in Lightning Experience have the same layout. At the beginning of the main content section is the List View
picker. To select a list view, use the associated heading level 1 link. After the list view heading link, an object home page has several
actions.
• Action bar, which can contain several buttons or links and an overflow menu of actions that you can take at the object level
• List view control menu, where you can create, share, delete, and edit list views for the object
• Display picker, where you can switch between a list view and a Kanban view
• Refresh button
• Edit button, to edit values inline
• Chart button
• Filter button, which opens a panel for filtering your list view results
After this set of controls is the list view, which is an inline editable grid. After you tab to the grid, press the Enter key to enter the grid. To
navigate the grid, use the arrow keys or screen reader table navigation. Edit buttons indicate that editing is allowed. Use an edit button
to change the values of fields. If you’ve made edits, press the Escape key to leave the grid, and then press the Tab key to access the Save
and Cancel buttons.
Record Home
The main content area on a record home page begins with the object type, followed by the record name, which is the page’s heading
level 1. After the heading is the action bar for the page. These buttons and links, and possibly an overflow menu, contain actions that
relate to this record. The actions can include edit, delete, change owner, and so on. Most of these actions open and place focus in a
modal dialog.
After the action bar is the highlights section, which has top details about the record. After the highlights section, you find two lists of
tabs (also called tab sets). Depending on the record’s object type, these tabs reveal record details, Chatter for the record, related lists,
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record activities, or anything else configured by your admin. Use these tabs to get information, activity, and collaboration related to the
record.
Related Lists
Related lists contain information about records that are linked to the record that you’re on. All related lists and similar cards on record
pages begin with a heading level 2 and are identified with the ARIA article landmark.
You can perform actions on objects and records inside related list cards.
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Modal Dialogs
Many buttons in the Salesforce user interface open modal dialogs in the current browser window. When a modal dialog opens, everything
else on the page is obscured so that your attention stays on the modal dialog’s content. Keyboard focus also stays in the modal dialog
until you close it.
Close a modal dialog by using the Close button near the top of the modal or by pressing the Escape key. When you close a modal, the
underlying page’s interactivity is restored, and your focus returns to the button that you used to launch that modal dialog.
In Lightning console apps, modal dialogs are limited to the tab that triggered them. So even if a modal dialog takes your keyboard focus,
you can still navigate away from that tab. To start a “go to” keyboard shortcut, press Ctrl+Alt+g or Cmd+Opt+g instead of only pressing
g.
Tab Sets
When you encounter a tab set in Lightning Experience, use the arrow keys to navigate between the tabs. Use the Tab key to navigate
to the first focusable element in the selected tab’s panel.
Known issue: Lightning tab sets are wrapped in an application role. You can’t navigate them using the NVDA virtual cursor.
Sales Path
Opportunity workspace and Lead workspace page layouts can include the Sales Path feature, which represents the stages required for
working through a sales process. Sales Path consists of stages represented with tabs that you can navigate with your arrow keys. To
indicate that you’ve completed a stage, select its stage tab and use the Mark Stage as Complete button.
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Note: Accessibility features in Salesforce Classic are no longer maintained or enhanced. We Available in: All editions
recommend that you instead use Lightning Experience, which offers the latest accessibility except Database.com
features.
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• Clicking a requested meeting in the Open Activities related list and in some list views doesn’t open the meeting detail page. Instead,
a dialog opens that instructs you to contact the meeting organizer for details about the requested meeting.
• The Turn My Email On dropdown list on a Chatter group displays as a Chatter Email Settings link that opens your settings for receiving
Chatter email.
Note: As a result, you can’t request a meeting in accessibility mode, and the Requested Meetings subtab in the Calendar
section of the Home tab doesn’t display any meetings.
Note: Report builder is required to create or edit joined reports and reports containing cross filters or buckets. Users with
accessibility mode enabled can run those reports, but can’t create or edit them. To create reports in accessibility mode, you
must use the report wizard.
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Tip: Users with accessibility mode enabled should use the search box on the Answers tab to see if their question has already
been asked before they post their question.
• A skip link (the first keyboard-focusable link on each page) allows you to shift the focus to the start of the main content area. This
feature bypasses the navigational menus before the main content area and reduces the number of tab presses required to reach
the main content area of the page.
• Keyboard focus is placed inside dialog boxes when they open and remains locked there until the dialog is closed.
• On edit pages, the keyboard focus defaults to the first editable field on the page. When creating or editing a task or event, the
keyboard focus defaults to the Subject field, regardless of its location on the page.
• Buttons, links, and fields that aren't currently active are labeled with a “disabled” attribute. For example, when using a wizard with
multiple steps, some buttons are disabled until you select a specific option.
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Note: The underlying report can contain more data than what is represented in the dashboard component. It can also contain
some data that you don’t have access to due to sharing settings.
Keyboard Shortcuts
Use keyboard shortcuts to work efficiently in Salesforce. Shortcuts help you navigate and work with
EDITIONS
records faster and without using your mouse. You can use these shortcuts with your web browser
shortcuts. Available in: Salesforce
Keyboard shortcuts aren’t case-sensitive. For example, Shift+B is the same as Shift+b. If Ctrl, Alt, or Classic (not available in all
Shift is part of the shortcut, the sequence of the keys doesn’t matter. For example, Ctrl+Alt+A is orgs on page 9) and
the same as Alt+Ctrl+A. Lightning Experience
To learn more about Salesforce accessibility for keyboard users, see Sighted Keyboard Users.
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SEE ALSO:
Keyboard Shortcuts for Lightning Console Apps
Keyboard Shortcuts for Salesforce Classic Console Apps
Keyboard Shortcuts for Macros
Keyboard Shortcuts for Health Cloud Console
Keyboard Shortcuts for Analytics Dashboards and Lenses
Keyboard Shortcuts for Dashboards in Lightning Experience
Keyboard Shortcuts for Data Categories
Show or hide sidebar Show or hide the collapsible sidebar. Windows: Alt+S
To use this shortcut, your org must enable macOS: Option+S
the collapsible sidebar.
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These shortcuts work in all Lightning apps with standard navigation. Lightning apps with console navigation have additional shortcuts.
You can’t use these shortcuts in apps created in Salesforce Classic.
Insert quick text Displays the quick text browser. Use the browser to find, preview, and insert quick Windows: Ctrl+.
text. macOS: Cmd+.
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Navigation
Focus notifications Focuses the notification panel. Press the shortcut again to focus the next c
notification.
Focus notifications (reverse Focuses the notification panel. Press the shortcut again to focus the previous Shift+c
order) notification.
Switch walkthrough focus When the walkthrough window is displayed over the app, this shortcut lets you F6
switch focus between the walkthrough and the app.
SEE ALSO:
Use Lightning Experience with a Screen Reader
Moves through the list of open composer windows in the overflow Up Arrow and Down Arrow
menu
Moves between open composer windows Left Arrow and Right Arrow
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Description Shortcut
Cycles through the fields inside the composer window Tab
Additional Resources
Looking for more resources? Check out our tip sheets, implementation guides, videos, and
EDITIONS
walkthroughs.
Available in: All Editions
Tip Sheets and Implementation Guides
In addition to online help, Salesforce publishes additional material to help you be successful.
These documents include tip sheets, implementation guides, and other resources that describe the features and capabilities of
Salesforce.
Get More Done Faster with Walkthroughs
Interactive walkthroughs guide you step-by-step through a task or feature. Salesforce creates walkthroughs to help you be successful
with Salesforce.
Handy Videos to Learn More About Salesforce
Sometimes it’s easier to understand how things work when you see them in action. We’ve put together a bunch of informative
videos that you can use to learn more about Salesforce. And they’re all organized by themes in playlists, some of which are already
very popular. Be sure to check them out when you get a chance!
Note: Adobe Reader® is required to open Adobe® PDF files. To download the latest version of Reader, go to
www.adobe.com/products/acrobat/readstep2.html.
• Printable Tip Sheets & User Guides — All Users
• Learn More About Setting Up Salesforce
• Resources for the Sales Professional
• Service Cloud Printed Resources
• Reports and Dashboards
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Get Started with Salesforce Additional Resources
Note: Keep in mind that walkthroughs guide you through your own Salesforce account rather than a demo environment. So
you're actually changing the data in your org as you follow along through the steps. If you’re concerned about these changes,
follow the walkthrough in a sandbox account or other test environment first.
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Get Started with Salesforce Log In, Navigate, and Search Salesforce
getting productive with new sales and service features, we've got admins and end users
covered.
51
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Get Started with Salesforce Log In for the First Time
1. From your personal settings, enter Password in the Quick Find box, then select Change
My Password.
2. Enter the password information requested.
3. Click Save.
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Get Started with Salesforce Download Plug-Ins for Documentation and Online Training
Courses
54
Get Started with Salesforce Navigate Salesforce Tabs
• View and access other apps within Salesforce (6). Each app contains different features and tabs.
• View more tabs that aren’t visible on the nav bar (7).
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Home in Salesforce Classic gives you a high-level view of your work, including recently viewed items, your Chatter feed, and calendar
of events.
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SEE ALSO:
Activities View
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USER PERMISSIONS
• In the App Launcher, click the tile for the app that you want.
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Get Started with Salesforce Navigate Salesforce Tabs
Note: These steps work in Lightning Experience. If you see the App Launcher icon ( ) on Available in: Lightning
Experience
the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If
not, you're in Salesforce Classic. Available in: All editions
• To open the App Launcher, on the left side of the navigation bar, click except Database.com
.
The App Launcher displays all your available Salesforce apps and items that don’t appear on
the navigation bar. In contrast, the navigation bar displays all the items contained in the app USER PERMISSIONS
that you’re currently using.
To use an app:
• Access to that app as
specified in your user
profile or permission
sets.
The App Launcher displays standard Salesforce apps, custom apps, and the connected apps that your Salesforce admin has installed
for your convenience. Connected apps are third-party apps, such as Gmail, Google Drive, and Windows365.
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Get Started with Salesforce Navigate Salesforce Tabs
When you open a connected app, it opens in a new tab. Be sure to set your popup blocker to allow popups. Otherwise, your connected
app doesn’t launch.
• To look for apps or items by name, use the Find an app or item box at the top of App Launcher.
For example, start typing the name of the app, such as “Service,” and all apps and items containing the string appear as you type.
• Click more to get a fuller description of the app. Drag an app tile from one position to another to sort them by the apps that you use
most.
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Don’t see what you want? Ask your Salesforce admin if more apps are available.
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SEE ALSO:
Find Information with Search
Search List Views in Lightning Experience
Tip: Be as specific as possible to get the best results. For example, if you’re looking for John Available in Lightning
Smith from your sales team, enter his full name. Or if you’re looking for the sales report from Experience
March 2015, enter sales report March 2015. Available in: All editions
1. When you click in the search box, the instant results dropdown list shows shortcuts to your except Data.com
recent items. Select one to go right to the record.
2. As you type, the list updates with suggested matches and search options.
In the instant results dropdown list, you can also:
• Search across all searchable objects (1). You can also press Enter for the same results.
• Search within the object you’re currently on (2).
• Select a suggested record and go directly to the record (3).
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3. If you don’t see the record that you want, press Enter to see the full search results.
The Top Results page shows the best matches for the objects you use most. From this high-level overview, it’s easy to find what you
need. To see results for a specific object, click the object’s name in the sidebar. If you don’t see an object listed under Search Results,
select Show More. Searchable objects are listed alphabetically.
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To adjust column widths on the search results page, click and drag the borders in the column header.
Text wrapping is on by default, but you can change this preference for a column by clicking the down arrow in the column header.
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Note:
• Column width and text wrapping preferences aren’t remembered for Tasks, Events, and Dashboards search results. They go
back to their defaults in future searches.
• Column resizing and text wrapping aren’t available for search results from external sources.
Still can’t find a record? Here are easy things you can do to quickly get on the right search track.
• Enter a more specific search term if you get too many results. For example, enter the full name and company (Mike Jones Salesforce)
or last name and zip code (Jones 94123). The more specific you are, the better your results are.
• If you are searching for a specific contact or opportunity, add the account name to your search term to see more targeted results.
For example, John Smith Acme or 200 Widgets Acme. This feature also works for record suggestions in Lightning
Experience instant results.
• Avoid wildcards (Mi or M?ke for Mike) and partial terms (Ac for Acme).
• To get more results, limit your search to a specific object.
• Check your spelling and that you entered the complete search term.
• Wait a few minutes for the record to be made searchable if you recently created or updated the record. If you can’t find your record
after 15 minutes, contact your admin. Not all fields on a record are searchable.
• Check with your admin if you think the record isn't appearing due to permission issues. We only show you records that you have
access to.
SEE ALSO:
What Are the Results I See As I Type in the Search Bar?
Filter and Sort Search Results in Lightning Experience
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As you type, notice that the dropdown list includes My Recent Items and highlights the part of the record name that matches your
search term.
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If you can’t find the record you need right away, try to refine your search. You can either sort results by clicking the headers or filter
the results by selecting Show Filters.
SEE ALSO:
How Does Search Work?
Instant Results in Salesforce Classic
Refine Search Results in Salesforce Classic
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Search results update as you apply filters. See which filters are applied above the results (2). To remove a filter, click Clear (3).
The fields that can be filtered for an object are the ones your admin includes in the search results layout for that object.
When you filter by dates, you can select from predefined ranges such as “Last 7 Days” and “Last 30 Days.” You can’t enter a custom
date range.
Sort your results
To sort search results, click the field name at the top of the columns or use the sort dropdown menu.
To change the sort direction, click the field name or the arrow in the column header.
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If the search layout includes all non-sortable fields, the sort dropdown menu is disabled.
See results from outside of Salesforce
If your admin connected an external search engine to your org, results appear under the External Results header in the sidebar of
the search results page. External sources are listed alphabetically. Frequently used external data sources also appear in Top Results.
And if the source was added to the navigation bar, it also appears under Search Results. Select the Title to go to the record detail
page or View to go to the external document directly. Depending on the external source, the URL opens in the external source
website or in a frame inside Salesforce.
More Search Tips and Best Practices
Here are easy things you can do to quickly get on the right search track.
• Enter a more specific search term if you get too many results. For example, enter the full name and company (Mike Jones Salesforce)
or last name and zip code (Jones 94123). The more specific you are, the better your results are.
• If you are searching for a specific contact or opportunity, add the account name to your search term to see more targeted results.
For example, John Smith Acme or 200 Widgets Acme. This feature also works for record suggestions in Lightning
Experience instant results.
• Avoid wildcards (Mi or M?ke for Mike) and partial terms (Ac for Acme).
• Limit your search to a specific object to get more results.
• Check your spelling and that you entered the complete search term.
• Wait a few minutes for the record to be made searchable if you recently created or updated the record. If you can’t find your
record after 15 minutes, contact your admin. Not all fields on a record are searchable.
• Check with your admin if you think the record isn't appearing due to permission issues. We only show you records that you have
access to.
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Get Started with Salesforce Search Across Salesforce
• Use Options... to restrict your search to items you own, if available, to exact phrase searches, and to divisions, if your organization
uses them.
• Use Show Filters, if available, to filter your search results.
• Use My Columns, if available, to customize which columns display by customizing Selected Fields from the Available Fields.
Note: Your admin determines the availability of filter fields and customizable columns in a search layout. If your admin
didn’t create a search layout or if search layouts aren’t available for an object, you can’t filter search results or customize
the columns in search results. Filters aren’t available in Customer Portals or partner portals.
SEE ALSO:
I Know a Record Exists—Why Can’t I Find It?
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Get Started with Salesforce Set Up Your Chatter Profile
3.
To update your contact information, click under your profile photo. In the Edit Profile box, complete the fields on the Contact
tab and the About tab.
Tip: Complete your profile with details about the department you work in, your experience, or projects you are currently
working on.
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Get Started with Salesforce Explore the Salesforce Setup Menu
2. Enter the name of the Setup page, record, or object that you want in the Quick Find box, then select the appropriate page
from the menu.
Tip: Type the first few characters of a page’s name in the Quick Find box. As you type, pages that match your search
terms appear in the menu. For example, to find the Language Settings page, type lang in the Quick Find box, then
select Language Settings.
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Get Started with Salesforce View and Display FAQ
The options in your sidebar vary depending on the features that are available in your org and whether your administrator has customized
the page layout.
Why Can't I View Salesforce Popup Windows Such as Lookup Dialogs and Help Pages?
Test your browser’s popup blocker settings. If the settings are configured for maximum security, you can’t view any popup windows
within Salesforce, including popups that provide necessary functionality.
For example, maximum security settings block calendar popup for choosing a date on an activity, lookup dialogs for selecting a record,
and Help pages.
To test your popup settings:
1. From your personal settings, enter Reminders in the Quick Find box, then select Activity Reminders. No results? Enter
Personal Information in the Quick Find box, then select Personal Information.
2. Click Open a Test Reminder.
To allow popup windows for Salesforce, add Salesforce as a trusted site within your browser's popup blocker settings. Consult the help
for your browser for specific instructions.
Some browser add-ons, like the Google toolbar, also have popup blocking. Consult your software documentation on those products for
details on how to configure them to allow popup windows from Salesforce.
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Get Started with Salesforce View and Display FAQ
For example, users who do not have the “Delete” permission on opportunities do not see the Delete button on an opportunity detail
page. They also don’t see the Del link on an opportunity related list.
Why Did My Data Disappear When I Pressed the Backspace Key While Editing a
Record in Salesforce Classic?
Some versions of Internet Explorer use the Backspace key as a keyboard shortcut for the browser’s Back button. When you press the
Backspace key and your cursor is not within a text field, the browser goes back to the previous page. To retrieve your data and return to
the page you were working on, click your browser’s Forward button.
Can I Change or Delete the List of Entries That Appears When I Edit a Text Field in
Salesforce Classic?
No. These auto-complete entries that appear when you are editing certain text fields are a feature of Internet Explorer.
The browser remembers text that you entered previously and provides a list of those entries for you to automatically complete the field.
If you would like to turn off this feature, click Tools on your browser’s menu bar. Select Internet Options, click the Content tab, and
then choose the AutoComplete button to change your browser’s settings.
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Get Started with Salesforce Tips for New Users
• Related lists are links featured at the bottom of object pages. Related lists provide quick access to other related objects. This feature
adds much value, because it gives you fast access to information. It means less navigation and can speed up your workflow. In the
Accounts object, your related lists can look something like this:
Salesforce delivers the application with some standard related lists, but administrators can also customize some related list items.
• Our help and training materials probably mention some features that your company hasn’t enabled, or that your permissions profile
doesn’t allow you to access. To find out more about a feature, contact the Salesforce administrator at your company. Not sure who
that is? Reach out to the person at your company who introduced you to Salesforce.
• Save your work! It’s easy to update the fields in a record and then navigate away from that screen without saving. Make a habit of
seeking out the save button before clicking away through another page element.
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Get Started with Salesforce Methods for Verifying Your Identity
Salesforce Authenticator
Welcome to the Salesforce Authenticator mobile app. Salesforce Authenticator is a two-factor authentication app for your mobile
device, adding an extra layer of security to protect your Salesforce account and data. Version 3 includes the ability to intelligently
save your trusted locations so that you can save time and stay secure.
Verify Your Identity with a Temporary Code
When you can’t access the device you usually use for two-factor authentication, ask your Salesforce admin to give you a temporary
identity verification code. The code is valid for 1 to 24 hours. Your admin sets the expiration time, but you can expire the code early
if you no longer need it.
Troubleshoot Login Issues
Can’t log in? Forgot your username or password, or you’re locked out from too many login attempts? To resolve login problems, try
these solutions.
SEE ALSO:
Verify Your Identity with a One-Time Password Generator App or Device
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Get Started with Salesforce Salesforce Authenticator
Note: When you log in from a public or shared device, deselect Don’t ask again. Deselecting this option ensures that subsequent
users have to verify their identity when they log in from that device.
SEE ALSO:
Verify Your Identity with a One-Time Password Generator App or Device
Salesforce Authenticator
Welcome to the Salesforce Authenticator mobile app. Salesforce Authenticator is a two-factor
EDITIONS
authentication app for your mobile device, adding an extra layer of security to protect your Salesforce
account and data. Version 3 includes the ability to intelligently save your trusted locations so that Salesforce Authenticator
you can save time and stay secure. setup available in: both
Salesforce Classic and
What Is Two-Factor Authentication? Lightning Experience
We all want to keep our online accounts and data secure. Two-factor authentication is a great Two-factor authentication
way to do just that. Two-factor authentication means that you have to have two things, or two with Salesforce
factors, to access your account. The first factor is something you know, like your username and Authenticator available in:
password combination. The second is something you have, like a mobile device with a security Essentials, Group,
app installed. That second factor—the mobile device with a security app—adds an extra layer Professional, Enterprise,
of protection to your account. Even if hackers steal your password, they can’t log in, because Performance, Unlimited,
they don't have your mobile device with Salesforce Authenticator installed on it. Developer, and Contact
Manager Editions
Get the Salesforce Authenticator Mobile App (Version 3 or Later)
Salesforce Authenticator is an app that you download and install on your mobile device.
Requirements for Salesforce Authenticator (Versions 2 and 3)
The Salesforce Authenticator mobile app is supported on various mobile platforms, with some device, operating system, and mobile
browser requirements. An Internet connection is necessary to communicate with Salesforce for user verifications of account activity
and location-based automated verifications. Verification codes (time-based one-time passwords, or TOTPs) can be generated without
an Internet connection on the mobile device.
Salesforce Authenticator (Versions 2 and 3) Accessibility Considerations
Salesforce Authenticator is designed with accessibility in mind and delivers a fully accessible mobile experience for all individuals,
including users working with screen readers. Unlike the full Salesforce site, Salesforce Authenticator doesn’t require accessibility
mode to give users working with assistive devices a fully accessible experience.
Locale and Language Support for Salesforce Authenticator (Versions 2 and 3)
Salesforce Authenticator works with almost all Salesforce supported locales and the fully supported end-user languages. Salesforce
Help includes a list of supported locales and languages. Languages that are read right to left, including Arabic and Hebrew, aren’t
supported in this release.
Connect an Account to Salesforce Authenticator (Version 3 or Later)
Connect your Salesforce account to the Salesforce Authenticator mobile app to use the app for two-factor authentication. In some
orgs, you’re prompted to connect your account as you log in. In other orgs, you connect the account through your personal settings.
Back Up Your Connected Accounts in the Salesforce Authenticator Mobile App
You can back up your Connected Accounts in the Salesforce Authenticator mobile app. If you lose, damage, or replace your mobile
device, you can restore your Connected Accounts on another mobile device.
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Get Started with Salesforce Salesforce Authenticator
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Get Started with Salesforce Salesforce Authenticator
two-factor authentication every time you log in. Your admin sets up a two-factor authentication requirement for you in keeping with
your company’s security policies. If your admin requires two-factor authentication before you connect Salesforce Authenticator to your
account, you’re prompted to connect the app the next time you log in.
For optimal Salesforce Authenticator performance, we recommend keeping your mobile device’s
operating system updated and upgrading to a late model device as allowed by your mobile plan. Future Salesforce versions might
require removing support for older operating systems, and sometimes newer operating system releases don’t perform well on older
devices.
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Get Started with Salesforce Salesforce Authenticator
Salesforce Editions
• Group Edition
• Professional Edition
• Enterprise Edition
• Performance Edition
• Unlimited Edition
• Developer Edition
• Contact Manager Edition
Wireless Connection
A Wi-Fi or cellular network connection is needed to communicate with Salesforce. For cellular connections, a 3G network or faster is
required. For the best performance, we recommend using Wi-Fi or LTE. Salesforce Authenticator generates valid verification codes when
your device is offline. You can also view your activity history and list of trusted locations when the device is offline.
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Get Started with Salesforce Salesforce Authenticator
1. Download and install version 3 or later of the Salesforce Authenticator app for the type of mobile Two-factor authentication
device you use. For iPhone, get the app from the App Store. For Android devices, get the app with Salesforce
from Google Play. Authenticator available in:
Essentials, Group,
If you previously installed version 1 of Salesforce Authenticator on your mobile device, you can
Professional, Enterprise,
update the app to version 3 through the App Store or Google Play. The update preserves any
Performance, Unlimited,
connected accounts you already have in the app. These accounts are code-only accounts that
Developer, and Contact
generate verification codes but don’t receive push notifications or allow location-based
Manager Editions
automated verifications. If you have a code-only account for the username you used for your
current login to Salesforce, swipe left in the app to remove that username before proceeding.
In the following steps, you connect the account for that username again. The new connected account gives you full Salesforce
Authenticator version 3 functionality. If you already have version 2 installed, version 3 updates are pushed out to you and there is
no need to take action.
2. From your personal settings, enter Advanced User Details in the Quick Find box, then select Advanced User Details.
No results? Enter Personal Information in the Quick Find box, then select Personal Information.
3. Find App Registration: Salesforce Authenticator and click Connect.
4. For security purposes, you’re prompted to log in to your account.
5. Open the Salesforce Authenticator app on your mobile device.
If you’re opening the app for the first time, you see a tour of the app’s features. Take the tour, or go straight to adding your Salesforce
account to the app.
7. Back in your browser, enter the phrase in the Two-Word Phrase field.
8. Click Connect.
If you previously connected an authenticator app that generates verification codes to your account, you sometimes see an alert.
Connecting a new version of the Salesforce Authenticator mobile app invalidates the codes from your old app. When you need a
verification code, get it from Salesforce Authenticator from now on.
9. In the Salesforce Authenticator app on your mobile device, you see details about the account you’re connecting. To complete the
account connection, tap Connect in the app.
To help keep your account secure, we send you an email notification whenever a new identity verification method is added to your
Salesforce account. You get the email whether you add the method or your Salesforce admin adds it on your behalf.
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Get Started with Salesforce Salesforce Authenticator
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Get Started with Salesforce Salesforce Authenticator
Note: Before you remove an account from the Salesforce Authenticator app on your mobile Two-factor authentication
device, make sure that you don’t lose access to your Salesforce account. Either ask your with Salesforce
Salesforce admin to disable the two-factor authentication requirement from your account, Authenticator available in:
Essentials, Group,
or make sure that you have another two-factor authentication method available.
Professional, Enterprise,
If you’re disconnecting an account to switch to a new device, follow the steps to back up your Performance, Unlimited,
connected accounts before proceeding. Developer, and Contact
1. Begin in a web browser, in your Salesforce account. From your personal settings, enter Manager Editions
Advanced User Details in the Quick Find box, then select Advanced User Details.
No results? Enter Personal Information in the Quick Find box, then select Personal
Information.
2. Find App Registration: Salesforce Authenticator, and click Disconnect.
3. Open the Salesforce Authenticator app on your mobile device.
4. In the app list of connected accounts, find the account you want to remove.
5. Swipe left on the account username.
6. Tap Remove or Delete, whichever appears.
A confirmation dialog appears.
7. To confirm the removal of the account, tap Remove.
The next time you log in to Salesforce, you’ll be prompted to set up two-factor authentication again, unless your system administrator
has disabled it.
SEE ALSO:
Back Up Your Connected Accounts in the Salesforce Authenticator Mobile App
Disconnect Salesforce Authenticator (Versions 2 and 3) from a User’s Account
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Get Started with Salesforce Salesforce Authenticator
Verify Account Activity with Salesforce Authenticator (Versions 2 and 3) for Two-Factor
Authentication
If your org settings require you to complete two-factor authentication when you log in or access
EDITIONS
restricted resources in Salesforce, use the Salesforce Authenticator mobile app. You use the app to
verify identifying details for your logins and other account activity. Using the app to verify account Salesforce Authenticator
activity satisfies the two-factor authentication requirement. setup available in: both
Before you can use the app for two-factor authentication, connect it to your account. You’re Salesforce Classic and
prompted to allow location services: Lightning Experience
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Get Started with Salesforce Salesforce Authenticator
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Get Started with Salesforce Salesforce Authenticator
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Get Started with Salesforce Verify Your Identity with a Temporary Code
The temporary code is for two-factor authentication only. It isn’t valid for identity verification when Available in: Essentials,
you log in from a browser or app we don’t recognize. Contact Manager, Group,
Professional, Enterprise,
1. Ask your Salesforce admin (or someone designated by your admin) for a temporary identity
Performance, Unlimited,
verification code.
and Developer Editions
Your admin sets how long the code is valid. You can use the code multiple times until it expires.
You get an email notification whenever your admin generates a temporary code for you.
2. Enter the temporary code where prompted in the identity verification screen.
3. If you don’t need the code any more and it’s still valid, expire the code.
a. From your personal settings, enter Advanced User Details in the Quick Find box, then select Advanced User
Details. No results? Enter Personal Information in the Quick Find box, then select Personal Information.
b. Find Temporary Verification Code and click Expire Now.
Note: If you have the “User Single Sign-On” permission, only an administrator can reset your
password. For help, contact your Salesforce administrator.
• Forgot your password? Retrieve it.
• Locked out? Wait until the lockout period expires and try again, or contact your Salesforce admin.
• Password expired? We prompt you to change your password.
• Accessing Salesforce from outside a trusted IP range, using a new browser or app? We prompt you to verify your identity.
• What does Use Custom Domain on the login page mean? If your Salesforce admin created a custom domain for your org, click Use
Custom Domain to provide the domain name and log in.
A custom domain is in the form https://universalcontainers.my.salesforce.com, where
universalcontainers is a name provided by your admin.
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Get Started with Salesforce Troubleshoot Login Issues
2. Enter your username and click Continue. An email containing instructions to reset your password
is sent to the address specified in your Salesforce personal settings.
3. Within 24 hours, click the link provided in the email, answer your security question, and click Continue. (The link in the email can
be used only once, and expires after 24 hours.)
4. When prompted, enter a new password.
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Get Started with Salesforce Troubleshoot Login Issues
If your admin assigned you the “Two-Factor Authentication for API Logins” permission, use the code Available in: All Editions
generated by an authenticator app, such as Salesforce Authenticator, for the security token value. Connect for Office not
1. From your personal settings, enter Reset in the Quick Find box, then select Reset My available in Database.com
Security Token.
Connect Offline available in:
2. Click Reset Security Token. The new security token is sent to the email address in your
Salesforce Classic
Salesforce personal settings.
Connect Offline available in:
A new security token is emailed to you when you reset your password. Or you can reset your token
Professional, Enterprise,
separately.
Performance, Unlimited,
Tip: Before you access Salesforce from a new IP address, we recommend that you get your and Developer Editions
security token from a trusted network using Reset My Security Token.
2. In the password window, enter your password and security token, with the security token added Connect for Office not
available in: Database.com
to the end of your password. For example, mypasswordXXXXXXXXXX.
3. To test that you correctly entered your password and token, click Verify. Connect Offline available in:
4. Click OK. Salesforce Classic
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Get Started with Salesforce Troubleshoot Login Issues
Update Your Token in Connect Offline, Connect for Office, and Data Loader
After you received your new Salesforce security token, you can update your token in Connect Offline,
EDITIONS
Connect for Office, and Data Loader.
Your security token isn’t displayed in your settings or profile. Available in: both Salesforce
Classic and Lightning
If your admin assigned you the “Two-Factor Authentication for API Logins” permission, use the code
Experience
generated by an authenticator app, such as Salesforce Authenticator, for the security token value.
A new security token is emailed to you when you reset your password. Or you can reset your token Available in: All Editions
separately. Connect for Office not
available in: Database.com
• When you log in, add the security token value to the end of your password, such as
mypasswordXXXXXXXXXX.
Connect Offline available in:
Note: If you get an invalid password error when you log in, try logging in only with your Salesforce Classic
password. You can get this error if you use your security token to log in from an IP address Connect Offline available in:
that’s within a trusted IP range set by your admin. Professional, Enterprise,
Performance, Unlimited,
and Developer Editions
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Get Started with Salesforce Personalize Your Salesforce Experience
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Get Started with Salesforce My Settings: Update Your Personal Settings
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Get Started with Salesforce My Settings: Update Your Personal Settings
• If you clicked My Settings, look on the left side of the page and click a menu item under My Settings to display its sub-menu,
then click the item you want.
Tip: To quickly find a page, type the first few characters of its name in the Quick Find box. As you type, pages that match
your search terms appear in the menu. For example, to find the Personal Information page, type pers in the Quick Find
box.
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Get Started with Salesforce My Settings: Update Your Personal Settings
Tip: To quickly find a page, type the first few characters of its name in the Quick Find box. As you type, pages that match
your search terms appear in the menu. For example, to find the Personal Information page, type pers in the Quick Find
box.
Note: If you receive an error message regarding insufficient privileges when trying to access your personal settings, ask your
Salesforce admin to enable the Improved Setup User Interface option. If you’re an admin, from Setup, enter User Interface
in the Quick Find box, then select User Interface. Select Improved Setup User Interface, and click Save.
Note: Depending on your org’s settings, you can be prompted to confirm your identity if you change your email address. To
confirm your identity, make sure that you have access to your previously registered email account.
In Personal and Developer Editions, a Salesforce-specific tag line is added below your personal signature on all outbound emails.
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Get Started with Salesforce My Settings: Update Your Personal Settings
3. Click Save.
2. If you want to see a list of just the tabs for a specific app, select that app from the View Available in: All editions
drop-down list. except Database.com
3. Click Customize My Tabs.
4. In the Custom App drop-down list, select the app where you want the tab to appear.
For example, if you want the Ideas tab to appear in your Marketing app, select Marketing and the Ideas tab appears in that app
only.
5. To add or remove tabs and change their order, use the Add, Remove, Up, and Down arrows.
6. Click Save.
7. If you added a tab to an app you’re not actively using, open that app to see your new tab.
Note: This setting may change if your administrator changes the page layout for a particular tab.
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Get Started with Salesforce My Settings: Update Your Personal Settings
• To change the order of the related lists, select a related list title in the Selected List box, and click the Up or Down arrow.
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Get Started with Salesforce Update Your Profile Page
Note: If your record page doesn't show the view you select, refresh the page. If the problem continues, contact your admin
to check whether you can use your selected view.
SEE ALSO:
Activities View
3. Click Save.
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions
You can update all fields on your profile, except the Manager field. Only your Salesforce admin can update the Manager field.
Personalize the Navigation Bar in Lightning Experience Available in: both Salesforce
Customize an app’s navigation bar so that the user interface suits the unique way you work. Classic and Lightning
You can add and reorder items, and rename or remove items you’ve added. Experience
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Get Started with Salesforce Personalize Your Navigation
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Get Started with Salesforce Personalize Your Navigation
Note: Temporary tabs open when you open an item that doesn’t have a parent object already in the navigation bar. For
example, if you open a contract record or contract list, it opens under Contracts if Contracts is available in the navigation bar.
If Contracts isn’t available, the record or list opens as a temporary tab.
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Get Started with Salesforce Personalize Your Navigation
The asterisk to the left of the item name indicates that it’s a temporary tab. The temporary tab is removed from the navigation bar
when you close it, log out of Salesforce, or switch to a different app.
SEE ALSO:
Personalized Navigation Considerations
Personalize the Navigation Menu for Lightning Console Apps
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Get Started with Salesforce Personalize Your Navigation
– The New action isn’t part of the search layout for the object’s list view
Tip: To avoid opening temporary tabs, add the appropriate parent objects to the navigation bar. For example, to prevent a contract
list or record from opening as a temporary tab, add Contracts to the navigation bar.
SEE ALSO:
Personalize the Navigation Bar in Lightning Experience
Note: To be available as a favorite in the Salesforce mobile app, an object must have a tab that you can access in the app.
For example, the app doesn't support the User object or provide access to user record detail pages. However, user fields are
supported and appear on user profiles, in related lists, and so forth. A User can appear as a favorite in the app, but you will be
prompted to view the record detail pages on the full Salesforce site.
3. To add items, reorder the list, or rename favorites, click Edit Favorites.
SEE ALSO:
Personalize the Navigation Bar in Lightning Experience
Favorites Considerations
Favorites Considerations
Keep these considerations in mind when working with favorites.
EDITIONS
• You can have up to 200 favorites, which support these types of content.
Available in: Lightning
– Record home for standard and custom objects (including Visualforce overrides of these
Experience
record views)
– Lists Available in: Essentials,
Contact Manager, Group,
– Dashboards
Professional, Enterprise,
– Reports Performance, Unlimited,
– Report and dashboard folders and Developer Editions
– Chatter groups
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Get Started with Salesforce Update Your Chatter and Communities Settings
Note: You can’t favorite list views on the Reports, Dashboards, Files, and Notes tabs. You also can’t favorite Visualforce overrides
of list views and individual Chatter posts.
• You can’t favorite things in setup pages, but you can still access your favorites from these areas.
• You can add favorites only for specific versions of Knowledge articles. If a newer version is published, the favorite doesn’t update.
• To be available as a favorite in the Salesforce mobile app, an object must have a tab that you can access in the app. Otherwise, you'll
be prompted to view the object and its records on the full Salesforce site.
• Individuals manage their own favorites. Salesforce admins can’t edit or share favorites. Only individual users can manage favorites.
They can’t be shared or edited by Salesforce admins.
SEE ALSO:
Create Shortcuts to Salesforce Pages with Favorites
2. If you have access to multiple apps, select the app whose tabs you want to customize from the Available in: All editions
Custom Apps drop-down list. except Database.com
By default, you’ll see the tabs for the selected custom app that are set for your profile.
Note: The first tab that displays when you select an app may change if your administrator
changes the app’s default landing tab.
3. If desired, add each tab you want to display and change the display order of the tabs you’ve selected.
4. Save your changes.
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SEE ALSO:
Join or Leave Groups
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions
Note: If someone can see a record that you own, then they can follow that record. People can follow only the records that they
can see.
To follow a person or a record, click Follow on a person’s profile or a record page. If the Follow button has a in front of it, you have
more options. Click the button to see options for following the person or record and for adding it to a new or existing stream. To follow
the person or record from the menu, click What I Follow.
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Get Started with Salesforce Update Your Chatter and Communities Settings
Note: You can find streams in Lightning Experience on the Chatter home page.
In Salesforce Classic, you can see the people and records that you follow and the people who are following you. View the Following
list on your profile, and filter the results by user or by an object type.
When you follow people, you see their posts, comments, and likes in your feed. You can follow a maximum combined total of 500 people,
topics, and records. To see how many items you’re following, view the Following list on your profile.
To stop following a person from your profile, mouse over the follower, then, in the hover, mouse over the Following label. In Salesforce
Classic, click . In Lightning Experience, select Unfollow. When you stop following a person, their past posts continue to appear in
your What I Follow feed. But you don’t see any future updates from them.
Follow Records
Follow records to see updates in your feed, including field changes, posts, tasks, and comments.
USER PERMISSIONS
Available in: Salesforce Classic and Lightning Experience To view a record:
• Read on the record
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact
Manager, and Developer Editions
The field changes that you see in your feed depend on the fields that your administrator has configured for feed tracking. Updates to
encrypted custom fields don't appear in feeds.
To follow a record, click Follow on the record page. If the Follow button has a in front of it, you have more options. Click the button
to see options for following the record and for adding it to a new or existing stream. To follow the record from the menu, click What I
Follow.
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Note: You can find streams in Lightning Experience on the Chatter page.
1. To automatically follow the records that you create, here’s what you do:
1. Click your profile avatar at the top of the page, and select Settings.
2. Enter My Feeds in the Quick Find box, and select My Feeds.
3. Select Automatically follow records I create.
You can auto-follow the records that you create, but you can’t auto-follow tasks, events, or dashboards.
When you follow a record, you see updates to the record in your feed. When you create a child record, the owner of the parent record
becomes the owner of the child record by default. But, despite your Automatically follow setting, you don’t automatically follow the
child record. Follow the child record explicitly, even when you’re the owner of the parent record.
You can follow a maximum combined total of 500 people, topics, and records. To see how many items you’re following, view the
Following list on your profile. In Lightning Experience, only the people who you follow and who are following you appear on your profile.
To stop following a record on the record page, mouse over the Following label. In Salesforce Classic, click . In Lightning Experience,
what you see depends on whether streams are enabled. If streams are enabled, click Following and deselect What I Follow. If streams
aren’t enabled, when you mouse over Following, you see Unfollow. Click Unfollow.
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions
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Schedule and Track Your Tasks and Events Available in: Salesforce
View, create, and edit tasks and events directly on your Home page in Salesforce Classic. If you Classic (not available in all
have Salesforce for Outlook installed, you can sync your Outlook items with Salesforce, so they orgs on page 9)
appear in the My Tasks and Calendar sections. Available in: All Editions.
Track Your Sales Performance
Use the performance chart on the Home page in Lightning Experience to track your sales
performance or the performance of your sales team against a customizable sales goal.
View Important Updates with the Assistant
Use the Assistant on the Home page in Lightning Experience to view important updates over the course of your day.
• Assign unresolved emails to related records; to view all your unassigned emails, click My Unresolved Items.
In the Calendar section, you can:
• Create events and meeting requests
• View a list of scheduled events for the next seven days.
The tab displays up to 50 events per day. identifies events that are part of a recurring series, identifies events with invitees.
The Requested Meetings subtab lists meetings you have requested but not confirmed. The tab displays a maximum of 100 requested
meetings.
SEE ALSO:
Tasks
Events and Calendars
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Hover over the chart to see the closed and committed opportunity amounts for different dates. If you hover over a date when an
opportunity was closed or set to a probability over 70%, a blue dot appears. Click the dot to see a window with more opportunity details.
The performance chart isn’t refreshed automatically. Click to make sure you have the most up-to-date view of your sales performance.
Note: The performance chart isn’t compatible with custom fiscal years. If your org has custom fiscal years enabled, your admin
can create custom reports and dashboards to display on the Home page.
SEE ALSO:
Lightning Experience Home Permissions and Settings
View Important Updates with the Assistant
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Up to 10 updates are shown at a time. Updates about leads appear before updates about opportunities. Opportunity updates are arranged
in order of close date.
Note:
• If you have Einstein Activity Capture enabled, you won’t see the updates about opportunities with no open activity or no
activity in 30 days.
• The Assistant doesn’t show tasks due today or overdue tasks that aren’t tied to an opportunity. The Today’s Tasks component
is an alternative that’s available on the Home page, and it shows a list of your tasks due today.
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• If you don’t have access to activities on opportunities or if the opportunity pipeline is off, you instead see recommendations
for opportunities that have close dates over the next 90 days.
Buttons for different actions (such as New Task) automatically appear under most Salesforce configurations, but you may need to make
some updates if you’ve customized global actions or publisher layouts.
Actions need to exist as global actions in order to appear in the Assistant. From Setup, enter Global Actions in the Quick
Find box, then select Global Actions. Make sure the following actions are available. The Label can be anything, but we recommend
something simple, like New Task, New Event, or Email.
To display actions, they also need to be included in the related global publisher layouts. From Setup, enter Publisher Layouts
in the Quick Find box, then select Publisher Layouts. Select the relevant publisher layout, and make sure the actions are included
under the Mobile & Lightning Actions section.
SEE ALSO:
Lightning Experience Home Permissions and Settings
Track Your Sales Performance
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USER PERMISSIONS
SEE ALSO:
Find and View Your Data To view a custom object tab:
• Read on the custom
Create and Update Records
object
To view custom object
records:
• Read on the custom
object
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That action takes you to the list view, filtered by the view you selected.
For example, if you select New This Week on the Contacts tab, the list view shows you the new contacts that were added this week.
Use Related Lists to Find Record Data
On many records, below the main page sections, look for related lists. They identify records that are associated with the record you’re
currently viewing. For example, an account record probably has a related list of contacts at that account.
Note: Which records you can view and update depends on your user profile, user permissions, and sharing settings. Work with
your administrator to make sure that you have access to the records and data you need.
SEE ALSO:
Find Objects and Apps in Lightning Experience
Find Your Way Around List Views in Lightning Experience
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1. From a list view, type your query into the search bar and press Enter.
For a productivity boost, use the keyboard shortcut g+f to select the search bar.
SEE ALSO:
I Know a Record Exists—Why Can’t I Find It?
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Note: These steps work in Lightning Experience. If you see the App Launcher icon ( ) on Available in: Lightning
Experience
the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If
not, you're in Salesforce Classic. Available in: Essentials,
1. To pin a list view, click . Whenever you select that object, the pinned list view loads as the Group, Professional,
Enterprise, Performance,
default list view.
Unlimited, and Developer
Editions
A icon indicates a pinned list. To pin a different list, select a different list view and pin it instead.
Note: Pinned lists are per user, and don’t sync between browsers.
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• Select a list view from the dropdown menu. Pin a list with to set it as your default (1).
• Edit, delete, or create a list view using the List View Controls menu (2).
• Create records directly from a list view (3).
• View a list in different ways. Visualize list view data using charts with and refine which records are displayed using filters with
(4).
• (Opportunities only) Toggle between the standard list view grid and the Kanban board (5), a visual way to monitor the
pipeline.
• Search a list view for the data you need (6).
• Edit a field directly from a list view with in the list view header or next to a record detail.
• Edit or delete a record by selecting the dropdown next to it.
Modify and create list views from your record home page with List View Controls . To change and reorder the columns displayed in
a list view, select Select Fields to Display. Fields correspond to columns in the final list view.
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Note: The sort order is determined by your current locale. USER PERMISSIONS
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3. Enter a unique view name. The API and managed packages use this unique name.
The unique name must be unused in both public and private list views. Private list views are only searchable if you have access to
them.
4. Specify your filter criteria. If you want more filter fields, click Add Filter Logic... and then Add Row. You can have up to 10 fields in
your filter criteria.
Usually, you filter by additional fields. For example, this image shows a list view that displays only active accounts in the org whose
Billing City is equal to “San Francisco.”
Note: Entering illogical filter criteria, such as someDate <= null, can cause unexpected behavior in a list view. When
you use a list view in a more strict context, such as with a Visualforce standard list controller, illogical filter criteria can cause
errors.
When you select a long text area field, the list view displays up to 255 characters.
6. Click Save. The view appears in the View dropdown list so you can access it later.
Example: Here’s what your list view can look like when you’re done:
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As a Salesforce admin or a user with the “Manage Public List View” permission, you can hide the list view, so only you can see it. Open
the list view. Select Visible to certain groups of users. Choose the type of group or role from the dropdown list, select the group or
role from the list, then click Add.
Enterprise, Unlimited, Performance, and Developer Edition users can give access to a public group or role, including all users below that
role.
Note: List views are visible to your community users with Customer Community Plus, Partner Community, Lightning Platform
Starter, and Lightning Platform Plus licenses, if the Visible to all users setting is enabled for views of objects in
community user profiles. To make list views visible only to your Salesforce users, select Visible to certain groups
of users. Then share the view with the All Internal Users group or a selected set of internal groups and roles.
When implementing a community, create custom views that contain only relevant information for community users. Then make
those views visible to community users by sharing them with the All Customer Portal Users group, or a set of community groups
and roles.
5. Click Show me, then select All objects or My Objects. To create list views:
• Read on the type of
6. Click Done.
record included in the list
7. Add and set filters to view only the records that meet your criteria. You have different options AND Create and
depending on the field you want to filter and the operator you choose. Customize List Views
Filters support values only between the minimum and maximum for a signed 32-bit integer, To create, edit, or delete
or between -2,147,483,648 and 2,147,483,648. A value outside of this range disables that filter. public list views:
• Manage Public List
a. Click Add Filter. Views
b. Select the field to filter, an operator, and a value.
Depending on the type of field you selected, you can either select a value or enter one of
your own.
c. Click Done.
Note: Entering illogical filter criteria, such as someDate <= null, can cause unexpected behavior in a list view. When
you use a list view in a more strict context, such as with a Visualforce standard list controller, illogical filter criteria can cause
errors.
8. To add logic that further refines which records appear in your list view, click Filter Logic. To reference filters in your logic statement,
use the number assigned to each filter.
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Important: Include every filter number in your logic statement. You can’t have filters that aren’t referenced in the logic
statement.
Operand Definition
AND Finds records that match both values.
1 AND 2
Let’s say a rep wants to see all opportunities created in July 2015 or later, that are either in late stages of negotiation or have high
probability to close, or both. Here are the filters.
a. Last Modified Date greater or equal 7/1/2015
b. Stage contains Proposal/Price Quote, Negotiation/Review
c. Probability greater or equal 50
Then the rep adds the logic statement: 1 AND (2 OR 3).
Note: NOT doesn’t work with parenthetical expressions. For example, the expression 1 AND NOT (2 AND 3) evaluates
as 1 AND (NOT 2 AND 3). In the filter results, no records are returned when you’d expect to see some records.
9. Click Save. The view appears in the list view drop-down list so you can access it later.
10. Optionally, choose and order the columns in your list view.
a. From the List View Controls menu, Select Fields to Display.
b. Use the arrows to add, remove, and reorder your visible fields.
c. Click Save.
In list views, you see only the data that you have access to. You see records that you own or have read or write access to, and records
shared with you. List views also include records owned by or shared with users in roles below you in the role hierarchy. You can see only
the fields that are visible according to your page layout and field-level security settings.
To share a list view, select Sharing Settings from the List View Controls menu. From there, you can search through the roles in your
org to find the groups you want to share your list view with.
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SEE ALSO:
Filter Reports by Values
Example: Your sales team wants to compare accounts by number of employees to focus prospecting efforts on large corporations.
One of the reps creates a horizontal bar chart by selecting Sum as the aggregate type, Employees as the aggregate field, and
Account Name as the grouping field. The chart shows the number of employees at each account by account name.
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1. From List View Controls, select Edit List Filters. Alternatively, click .
If you see Clone in the controls instead of Edit List Filters, you don’t have permission to edit this USER PERMISSIONS
list view. Select Clone to clone a list view, save it under a different name, and select sharing To edit list views:
settings. Then edit the filters for the cloned list view, if needed. • Read on the type of
The Filters panel appears. Edit, remove, or add filters to view only the records that meet your record included in the list
criteria. You have different options depending on the field you want to filter and the operator AND Create and
Customize List Views
you choose.
To create, edit, or delete
2. Click the filter you want to change. public list views:
3. From the Filter by dropdown menu, select an operator. For example, choose equals, starts • Read on the type of
record included in the list
with, or excludes.
AND Create and
4. For Value, make a selection or enter a value, then click Done. Customize List Views
AND Manage Public List
Filters support values only between the minimum and maximum for a signed 32-bit integer,
Views
or between -2,147,483,648 and 2,147,483,648. A value outside of this range disables that filter.
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5. Adjust your filter logic if needed. The filter logic statement can’t reference a filter number that doesn’t exist.
Note: NOT doesn’t work with parenthetical expressions. For example, the expression 1 AND NOT (2 AND 3) evaluates
as 1 AND (NOT 2 AND 3). In the filter results, no records are returned when you’d expect to see some records.
6. To apply the edited filters and update the current list view, click Save.
If you want to create a list view based on the filter changes you’ve made, click Save As instead.
Anyone with access to the list sees the results of your saved changes.
Example: You want to display a set of opportunities on a board rather than in a grid, but the list view includes records with
different record types. The Opportunities board can only display list views with records of a single record type. To make the view
displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type
and the equals operator, then input the value of the record type you want. Your edited list view can now be displayed on the
board.
SEE ALSO:
Filter Operators Reference
Relative Date Filter Reference
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3. Select Delete.
USER PERMISSIONS
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SEE ALSO:
Customize Related Lists
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• Related list buttons (1) are located in the upper-right corner of each related list card. If there are multiple buttons, use the pull-down
menu to access them.
• Each item in a related list card includes a link (2) that opens the related record.
• Record-specific actions (3) are located in the pull-down menu next to each related record.
• When related list cards are in a wide region on the page, each card displays up to six records. In a narrow region, related list cards
display up to three records. To see the full list of related records, select View All (4).
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Selecting View All opens the full related list. From there, you can add quick filters to the related list with . Related list quick filters act
similarly to list view filters except they aren’t saved, persist only throughout your current session, and can’t be shared.
Note: Quick filters aren't supported in all related lists. Unsupported lists include, but aren’t limited to, the Activity History, Open
Activities, Assets, File, Other Related People, and Attachments related lists. Quick filters also aren’t available for formula fields. For
Enterprise Territory Management users, quick filters are available only for Accounts and only in the Assigned Territories and Users
in Assigned Territories related lists.
The related lists you can view and use depend on:
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Note: A manual page refresh is sometimes required in order for your related lists to show the latest changes. A manual page
refresh is needed if:
• You create, update, or delete a related record with an Apex controller.
• You create, update, or delete a related record with a flow.
• Another user creates, updates, or deletes a related record.
• Emails are sent but not showing up in the related list.
SEE ALSO:
Customize Related Lists
Find Your Way Around Related Lists in Lightning Experience
• View items you’ve recently searched for when you click in the search box (1).
• In the header, access your favorite pages by clicking the dropdown beside the star icon (2).
• In the navigation bar, see your recently accessed records for any item by selecting the dropdown next to the item name (3).
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• From the home page, click the name of a recent item in the Recent Records component (4).
Salesforce Classic
• The Recent Items section of the Salesforce sidebar lists up to 10 items that you’ve most recently added, edited, or viewed.
To open an item’s detail or edit page, click its link. To view more information about an item, hover your mouse over the link. If you don’t
see any information, your admin didn’t enable this feature.
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The records in the Kanban view are based on the selected list view (1). Easily toggle between the list view grid view and the Kanban
view (2). Filter your records to select a single record type or view a particular subset of your records (3). Search for records in the current
view (4). Records are separated based on record type (5). Records are grouped into columns (6). Change how columns are organized
and summarized using Kanban settings (7). Quickly move a record to a different column by dragging the card (8). For opportunities,
alerts tell how to keep a deal on track, for example, create a task or event (9).
SEE ALSO:
Configure the Kanban View
Kanban Considerations
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Select a numeric or currency field to summarize, or select None to remove the summary from the Kanban view. To determine how
your records are organized into columns, select a picklist such as Stage to group by, or group records by owner.
SEE ALSO:
Display a Visual Summary with Kanban
Kanban Considerations
Kanban Considerations
Review considerations for using the Kanban view.
EDITIONS
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Opportunities
Grouping
The Forecast Category field can’t be used to group opportunities.
Activity Alerts
Users receive alerts on opportunities with overdue tasks, no open activities, or no activity in the last 30 days. The alerts aren’t
customizable. If the links New Event and New Task aren’t displayed in activity alerts, check the following.
• Add a Create a Record global action for events and tasks. Give the actions these exact names: NewEvent and NewTask.
Label them New Event and New Task.
• Assign a record type to each global action. New Event and New Task actions are each supported for only one record type.
• Add the actions to Lightning Experience Actions.
Leads
• Leads can’t be converted in the Kanban view.
• Columns aren’t created for any Lead Status value with a state of Converted.
Contracts
• Contracts can’t be activated in the Kanban view.
• A column isn’t created for the standard contract status of Activated.
• The Owner Expiration Notice field can’t be used to group contracts.
Knowledge
• Knowledge articles can’t be grouped by owner.
SEE ALSO:
Display a Visual Summary with Kanban
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Tip: The help includes field definitions for most objects. Search the help for the object USER PERMISSIONS
name + “fields”. For example, if you’re creating or editing an account record, look up
“Account Fields” in the help. To create records:
• Create on the object for
5. Save your changes, when you finish entering values for your new record. If you navigate away the kind of record you’re
from the page before clicking Save, you lose your changes. creating
1. Click the tab for the kind of record you want to create. To create an account while you create Available in: All editions
a contact, lead or opportunity, click the icon next to the Account field in the Quick Create
form you’re using. USER PERMISSIONS
2. Enter values in the fields. Fields with a red bar ( ) are required fields. To create records:
The help includes field definitions for most objects. Search the help for the object name + • Create on the object for
“fields”. For example, if you’re creating or editing an account record, look up “Account Fields” the kind of record you’re
in the help. creating
3. Click Save.
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Update Records
Many Salesforce objects offer the convenience of inline editing for records.
EDITIONS
Not all fields on all objects can be edited inline. To find out whether a field supports inline editing,
hover over it and look for a pencil icon ( ). Available in: Salesforce
Classic (not available in all
1. Find and open the record you want to edit.
orgs)
2. Click Edit.
Available in: All editions
3. Enter or edit values in the fields.
Tip: The help includes field definitions for most objects. Search the help for the object USER PERMISSIONS
name + “fields”. For example, if you’re creating or editing an account record, look up
“Account Fields” in the help. To edit records:
• Edit on the object for the
4. Save your changes, when you finish entering or editing values. kind of record you’re
editing
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1. From the list, hover over the cell to edit, and then click . Or, double-click the cell.
USER PERMISSIONS
2. Make your change in the editable cell or cells.
A Save button appears at the bottom of the list view. To edit fields on records:
3. Click Save. • Edit on the object for the
kind of record you’re
If other people make inline edits to the same fields on a record simultaneously, only the most editing
recent edit is saved.
Not all fields on records in a list view or multi-line layout view can be edited inline. To find out Available in: All Editions
whether a field supports inline editing, hover over it and look for the pencil . Non-editable cells
have a lock . When making inline edits in a list view, required fields can’t be left blank.
If a list view or multi-line view contains more than one record type, it can’t be edited inline. To enable inline editing, edit your list view
so it contains only one record type.
Inline edit also doesn’t apply to components in the small region.
You can edit inline in Recently Viewed or Team list views that are predefined to contain only one record type. You can also edit tasks on
the tasks object home page, even though they’re not in a list view.
Fields
These fields and field types aren’t editable inline.
• Built-in fields like Record ID or Created Date (never editable from the user interface)
• Standard fields of type date/time, auto number, roll-up summary, record type, master-detail, long text area, rich text, checkbox, or
hierarchy
• Custom date/time fields
• Compound fields including Name, Account Name, address fields, and geolocation fields
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Important: If you landed on this page because you were looking for more information about Available in: Salesforce
a particular object, your Salesforce administrator didn’t create a help page for that object. The Classic (not available in all
orgs on page 9)
Salesforce Help covers only the standard objects provided with the initial Salesforce integration.
Available in: Contact
SEE ALSO: Manager, Group,
Professional, Enterprise,
Update Records Performance, Unlimited,
What’s the Difference Between Standard and Custom Objects? and Developer Editions
USER PERMISSIONS
Delete Records
For some kinds of objects, deleting one record affects other, related records.
EDITIONS
Before you delete a record, check whether there are related records. For example, if you delete an
account or contact, all associated assets are also deleted. Available in: Salesforce
Classic (not available in all
1. Find and open the record you want to delete.
orgs)
2. Click Delete.
Available in: All editions
USER PERMISSIONS
To delete records:
• Delete on the object for
the kind of record you’re
deleting
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Recycle Bin
All users can view and restore records in their own Recycle Bin. If you have admin permissions, you
EDITIONS
can access and manage your own Recycle Bin and the org Recycle Bin, including permanently
deleting records. Available in: both Salesforce
Classic (not available in all
View and Restore Your Recycle Bin in Lightning Experience orgs on page 9) and
Access your deleted records in the Lightning Experience Recycle Bin. The Recycle Bin is a list Lightning Experience
view that allows you to sort, search, and filter to find the records you need. Available in: Group,
Manage the Recycle Bin in Lightning Experience Essentials, Professional,
As an admin, you have access to your own Recycle Bin and the org’s Recycle Bin. You can view, Enterprise, Performance,
Unlimited, and Developer
restore, and permanently delete records in the Org Recycle Bin and your own Recycle Bin. Use
Editions
list view functionality to sort, search, and filter to find the records you need.
View, Restore, and Manage the Recycle Bin in Salesforce Classic
The Recycle Bin contains items that were deleted. Salesforce admins can see all deleted data across the entire org. The Recycle Bin
is available in the left sidebar on the Home page.
Considerations for Restoring Records from the Recycle Bin
Know what happens to a record’s associations when you restore it from the Recycle Bin.
SEE ALSO:
Data Access and Views: What’s Different or Not Available in Lightning Experience
USER PERMISSIONS
2. To restore records, select them and click Restore. To view and restore your
deleted records:
• Read on the records in
SEE ALSO: the Recycle Bin
Open Another App in Lightning Experience
Personalize the Navigation Bar in Lightning Experience
Find and View Your Data
Create or Clone a List View in Lightning Experience
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3. Select the items you want to restore or permanently delete, and click Restore (2) or Delete (3).
SEE ALSO:
Customize Lightning Apps with the Lightning App Builder
Considerations for Restoring Records from the Recycle Bin
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Note: Records in the Recycle Bin don’t count against your org’s storage usage. However, USER PERMISSIONS
Salesforce uses your storage limit to determine the maximum number of records allowed in
To view and recover your
your Recycle Bin. Your Recycle Bin can contain 25 times your MB storage capacity as records. deleted records:
For example, an org with a storage allocation of 2,000MB (2GB) can have 50,000 records in • Read on the records in
the Recycle Bin: 25 x 2,000 = 50,000 records. the Recycle Bin
To view and recover records
Search for Items in the Recycle Bin deleted by other users:
• Modify All Data
1. Choose My Recycle Bin or All Recycle Bin. My Recycle Bin searches for matches only in the
items you deleted. To recover deleted public
tags:
2. Enter your search terms. Search terms are treated as separate words with an implied AND • Tag Manager
between them. For example, searching for bob jones returns items with bob and jones together
To purge the Recycle Bin:
but not bob smith whose email address is [email protected]. An implied wildcard is appended
• Modify All Data
to your search terms so searching for bob returns any bob or bobby. Searches look for matches
in the field displayed in the Name column of the Recycle Bin such as lead Name, Case
Number, Contract Number, or Product Name.
Note: Some search features, including stemming and synonyms, are not available in the Recycle Bin search.
3. Click Search.
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• Tags
• An article's categories, publication state, and assignments
Note: Salesforce only restores lookup relationships that have not been replaced. For example, if an asset is related to a different
product prior to the original product record being undeleted, that asset-product relationship is not restored.
Note: Salesforce restores only lookup relationships that have not been replaced. For example, if an asset is related to a different
product prior to the original product record being restored, that asset-product relationship is not restored.
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Currency
In most Salesforce editions, the format and currency type you can use for currency fields, such as Quota or Annual Revenue, are determined
by the Currency Locale setting for your company. In Group, Professional, Enterprise, Unlimited, and Performance Edition orgs that use
multiple currencies, the format and currency type are determined by the Currency field in the record you’re creating or editing.
Tip: When you enter a monetary amount (or any other type of number), you can use the shortcuts k, m, or b to indicate thousands,
millions, or billions. For example, when you enter 50k it appears as 50,000. However, these shortcuts do not work for filter
criteria.
Tip:
• Years appear and are saved as four digits, but you can enter the final two digits and Salesforce determines the first two. Entries
60 through 99 are assumed to be in the 20th century (for example: 1964), and entries 00 to 59 are assumed to be in
the 21st century (for example: 2012).
• If your locale is set to English (United States) and you enter numbers for month and day only (example: 01/15), Salesforce
supplies the current year.
• If your locale and language are English, you can enter words like Yesterday, Today, and Tomorrow, or any day of the
week, and Salesforce figures it out. Weekday names (such as Monday) are always considered to be in the following week.
Phone Numbers
When you enter phone numbers in various phone fields, Salesforce preserves whatever phone number format you enter. However, if
your Locale is set to English (United States) or English (Canada), 10-digit phone numbers and 11-digit numbers that start with “1” are
formatted as (800) 555-1212 when you save the record.
Tip:
• If you do not want the parentheses-space-hyphen formatting ((800) 555-1212) for a 10- or 11-digit number, enter a
“+” before the number. For example: +49 8178 94 07-0.
• If your 10- and 11-digit phone numbers have Salesforce’s automatic format, you might need to enter the parentheses when
specifying filter conditions. For example: Phone starts with (415).
Print Records
You can print Salesforce records from most detail pages.
• In Classic, click the Printable View link located in the upper right corner of most detail pages.
• In Classic console apps, click the print icon to open a record's printable view.
• In Lightning Experience, click Printable View in the action menu .
If you previously customized the Salesforce Mobile and Lightning Experience Actions section of a page layout, you have to manually
add Printable View to that section for it to appear.
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Clone Records
When you clone a record, the new record has the record type of the original record.
EDITIONS
1. Click Clone on an existing object record.
Available in: Salesforce
If the record type of the cloned record isn’t available in your profile or permission sets, the new
Classic (not available in all
record adopts your default record type.
orgs on page 9)
2. Enter or change any information for the new record. Available in: Contact
If you have read-only access to a field, the value of that field is not carried over to the cloned Manager, Group,
record. Professional, Enterprise,
Performance, Unlimited,
3. Save your changes. and Developer Editions
USER PERMISSIONS
For cases in Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations,
the Case Assigned Template setting specified in Support Settings determines the
email text. For other records, the email text is generated automatically and cannot be customized.
4. Depending on your user permissions and the type of object you’re transferring, you can select which related items to transfer.
5. Save your changes.
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If your organization-wide default sharing for an object is set to Private, you see an error after changing the owner of a record for that
object. The error occurs because you no longer have access to the record. This error is safe to ignore.
SEE ALSO:
Considerations for Changing a Record’s Owner
Important: Workflow rules that update owners do not also transfer associated items. To Available in: Salesforce
ensure transfer, click Change next to the owner’s name in a record and make your transfer Classic (not available in all
orgs on page 9) and
selections.
Lightning Experience
Record Transferred Items Available in: Essentials,
Group, Professional,
Account • Contacts related to the account are transferred to the new Enterprise Performance,
owner automatically. Unlimited, Developer, and
• The owner’s open opportunities are transferred automatically. Contact Manager Editions
To transfer open opportunities owned by others, select
Transfer open opportunities owned by others.
• To transfer the account owner’s closed opportunities to the
new account owner, select Transfer account owner’s closed
opportunities. Closed opportunities owned by others aren’t
transferred.
• Contracts with a status of Draft or In Approval are transferred
automatically. The new owner has read-only access to contracts
with a status of Activated.
• Orders with a status of Draft, with or without a transferring
contract, are transferred automatically. The new owner has
read-only access to orders with a status of Activated.
• To transfer the owner’s open cases, select Transfer account
owner’s open cases. To transfer all the owner’s cases, open
and closed, select Transfer all of this account owner’s cases.
• The owner’s attachments and notes taken with the classic
note-taking tool are transferred automatically.
• The owner’s open activities are transferred automatically. Closed
activities aren’t transferred.
• To keep account team members with an account when the
owner is changed, select Keep account team. To delete the
team, deselect this option.
• To keep opportunity team members with an opportunity when
the account owner is changed, select Keep opportunity
teams with transferred opportunities. To delete the team,
deselect this option.
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Campaign • Attachments
• Open activities that are owned by the original record owner
Custom object • Open activities that are owned by the original record owner (Salesforce Classic only)
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Note: You can't transfer events to which you have been invited and don't own.
SEE ALSO:
Change a Record’s Owner
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Note: All topic names are public and appear in search results, but the visibility of records Available in: Essentials,
that have topics isn’t affected. Group, Professional,
Enterprise, Performance,
• In the topic editor, start typing your text. As you type, you can pick a topic from the list of Unlimited, and Developer
suggestions or keep typing to create your own unique topic. Press Enter to add the topic to the Editions
record.
Closing square brackets ( ] ) aren’t supported in topic names. Other punctuation, symbols, and
USER PERMISSIONS
separators are supported.
To add new topics to a
record
• Read and Edit on the
record
AND
Create Topics
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If your administrator enabled feed-based layouts, click Add Topics in the sidebar of the feed view.
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2. In the topic editor, start typing your text. As you type, you can pick a topic from the list of suggestions, or keep typing to create your
own unique topic. To add more than one topic, type a comma after each topic.
Commas ( , ) and closing square brackets ( ] ) automatically end a topic. Other punctuation, symbols, and separators are supported
in topic names.
Records can have up to 100 topics.
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Tag Records
Use tags to group records from various objects by a common theme. Add tags in search criteria to
EDITIONS
make finding information fast and intuitive.
1. On the top right corner of the record detail page, click Add Tags or Edit Tags. Available in: Salesforce
Classic (not available in all
2. In the Personal Tags or Public Tags text boxes, enter comma-separated lists of
orgs on page 9)
the tags that you want to associate with the record.
Tags can only contain letters, numbers, spaces, dashes, and underscores, and must contain at Available in: All Editions
least one letter or number. As you enter new tags, up to 10 tags that have already been defined except Database.com
are displayed as auto-complete suggestions. The list of suggestions changes to show only those
tags that match the prefix you have entered. USER PERMISSIONS
There are limits on the number of personal and public tags you can create and apply to records.
To edit tags on a record:
If you exceed the number of tags, any new tags you add aren’t saved. Go to the Tags page and
• Read on the record
delete infrequently used tags.
To rename or delete public
Example: For example, you could tag contacts and leads you met at a conference with the tags:
phrase User Conference 2011. You can then search for the User Conference 2011 tag and click • Tag Manager
that tag in search results to retrieve those records.
USER PERMISSIONS
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Local names do not affect the user’s language settings. Depending on your page layout settings, they can both be displayed on the
detail or edit page.
Run a Report
Reports give you access to the data your organization has accumulated over time, enabling you to make informed decisions.
Sort Report Results
Sort a report by the data in a particular column by clicking that column’s heading. Clicking a column header sorts data according to
that column’s ascending order: text is sorted from A to Z, numerical data is sorted from lowest to highest, and time/date data is
sorted from earliest to latest.
Filter Your Report
Does your report give you more data than you need? Use filters to pare down your report until it only shows the data that you want.
Create Filters that Use Special Picklist Values
Use special picklist values for your search criteria. These special picklists have values of either True or False.
Filter Operators Reference
The operator in a filter is like the verb in a sentence. Operators specify how filter criteria relate to one another. Refer to this list of filter
operators when setting filters on list views, reports, dashboards, and some custom fields.
Visualize Your Data with Dashboards
Create a dashboard to show data from your report with a visual component, for example a pie chart.
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Run a Report
Reports give you access to the data your organization has accumulated over time, enabling you to
EDITIONS
make informed decisions.
To run a report, find it on the Reports tab and click the report name. Most reports run automatically Available in: both Salesforce
when you click the name. Classic (not available in all
orgs on page 9) and
1. Click the Reports tab.
Lightning Experience
2. Find the report you want to run and click the report name.
Available in: Essentials,
If you’re already viewing a report, click Run Report to run it. Group, Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
USER PERMISSIONS
To run reports:
• Run Reports
To schedule reports:
• Schedule Reports
To create, edit, and delete
reports:
• Create and Customize
Reports
AND
Report Builder
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USER PERMISSIONS
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5. Select an operator for the filter and type the filter value in the next field.
In our account filter example, you’d select equals and type Banking.
6. Click Save.
Now your report shows Banking industry Accounts in California, Arizona, and Nevada with an annual revenue above $1,000,000.00.
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Note: If you are creating filter criteria for a report or list view, the lookup icon automatically The available fields vary
displays when you choose to filter on one of the special picklists. Click the lookup icon to according to which
choose the value True or False. Alternatively, you can manually enter True or Salesforce Edition you have.
False in the filter criteria.
These are the available fields and their values:
Accounts, leads, and opportunities: True The account is a partner account, or the lead or opportunity
Partner Account owner is a partner user.
Activities: All-day True Applies only to events, not tasks. The event is marked as an all
day event.
Activities: Closed True Applies only to tasks, not events. The task has been closed, that
is, the task Status field has a “Closed” value.
Activities: Event Invitation True Applies only to events, not tasks. The event is the meeting invite
(Only for reports) sent to another user for a multi-person event.
False The event is the original multi-person event assigned to the event
host.
Campaigns: Active True Campaign is active and can be chosen from various campaign
picklists.
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Cases: Escalated True Case has been automatically escalated via your org’s escalation
rule.
Cases: New Self-Service True Case has a new comment added by a Self-Service user.
Comment
False Case does not have a new Self-Service comment.
Cases: Open True The case is open, that is, the case Status has a value that is
(Only for reports) not equivalent to “Closed.”
Cases: Self-Service Commented True Case has a comment added by a Self-Service user.
Contacts: Do Not Call True The contact cannot be included in a call recipient list.
Contacts: Email Opt Out True The contact cannot be included in a mass email recipient list.
Contacts: Fax Opt Out True The contact cannot be included in a fax recipient list.
Contacts: Self-Service Active True The contact is enabled to log in to your Self-Service portal.
(Only for reports) False The contact is not enabled for Self-Service.
Leads: Do Not Call True The lead cannot be included in a call recipient list.
Leads: Email Opt Out True The lead cannot be included in a mass email recipient list.
Leads: Fax Opt Out True The lead cannot be included in a mass fax recipient list.
Leads: Unread True The lead has not yet been viewed or edited by the owner since
it was assigned to that user.
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Opportunities: Closed True The opportunity is closed, that is, the Stage field has a value
of the type Closed/Won or Closed/Lost.
Opportunities: Has Products True Products have been added to the opportunity.
Opportunities: Primary True The partner for the opportunity has been marked as the primary
(Only for Partner Opportunities report) partner.
False The partner for the opportunity has not been marked as the
primary partner.
Opportunities: Private True The opportunity owner has checked the Private box on the
opportunity edit page.
Opportunities: Won True The opportunity is closed and won, that is, the Stage field has
a value of the type Closed/Won.
False The opportunity has not been won. The Stage field may have
a value of the type Open or Closed/Lost.
Products: Active True Product is active and can be added to opportunities in Enterprise,
Unlimited, and Performance Edition orgs.
Product: Has Quantity Schedule True Product has a default quantity schedule.
Product: Has Revenue Schedule True Product has a default revenue schedule.
Solutions: Reviewed True The solution has been reviewed, that is, the solution Status
field has a “Reviewed” value.
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False The translated solution has been updated to match the master
solution with which it is associated.
Users: Offline User True User has access to use Connect Offline.
Note: The special picklists you can view are only those that are visible in your page layout and field-level security settings.
Operator Uses
equals Use for an exact match. For example, “Created equals today.”
less than Use for results that are less than the value you enter. For example, “Quota less than 20000” returns records
where the quota field ranges from 0 to 19,999.99.
greater than Use when you want results that exceed the value you enter; for example, “Quota greater than 20000” returns
records where the quota amount begins at 20,000.01.
less or equal Use for results that match or are less than the value you enter.
greater or equal Use for results that match or exceed the value you enter.
not equal to Shows results that don’t have the value you enter. This operator is useful for eliminating empty fields. For
example, “Email not equal to <blank>.”
Note: If evaluating more than one value, none of the specified values can exist on the record. For
example, if you specify not equal to A & C, only records where the value is neither A nor C are
returned.
contains Use for fields that include your search string, but sometimes also include other information. For example,
“Account contains California” would find California Travel, California Pro Shop, and Surf California. Keep in mind
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Operator Uses
that if you enter a short search string, it can match a longer word. For example, “Account contains pro” would
find California Pro Shop and Promotions Corporation. This operator is not case-sensitive.
does not contain Eliminates records that don’t contain the value you enter. For example, “Mailing Address Line 2 does not contain
P. O. Box.”
Note: When specifying filter criteria on roll-up summary fields, does not contain uses “or”
logic on comma-separated values. On list views, reports, and dashboards, does not contain
uses “and” logic.
This operator is not case-sensitive.
starts with Use when you know what your value starts with, but not the exact text. This operator is a narrower search term
than “contains.” For example, if you enter “Account starts with California,” you find California Travel and California
Pro Shop, but not Surf California.
includes Available when you choose a multi-select picklist as the selected field. Use this operator to find records that
include one or more of the values you enter.
For example, if you enter “Interests includes hockey, football, baseball,” you find records that have only hockey
selected, and records that have two or three of the values entered. Results do not include partial matches of
values.
excludes Available when you choose a multi-select picklist as the selected field. Use this operator to find records that
do not contain any values that match the ones entered.
For example, if you enter “Interests exclude wine, golf,” your report lists records that contain any other values
from that picklist, including values that are blank. Results do not include partial matches of values.
Enter values on separate lines.
between Available for dashboard filters only. Use to filter on ranges of values. For each range, the filter returns results
that are greater than or equal to the minimum value and less than the maximum value.
For example, if you enter “Number of Employees from 100 through 500,” your results include accounts with
100 employees up to those with 499 employees. Accounts with 500 employees aren’t included in the results.
within Available when you create list views based on a Geolocation custom field. Shows results that are within the
specified radius from a fixed latitude and longitude. For example, if you enter “Warehouse location within 50
miles 37.775° –122.418°,”, your list view includes all warehouses within a 50–mile radius of San Francisco,
California.
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Create a dashboard to show data from your report with a visual component, for example a pie chart.
Let’s say you have a report that shows Banking industry Accounts in California, Arizona, and Nevada with an annual revenue above
$1,000,000.00. Now you want to visualize this report for your team with a pie chart. Here’s how you do that.
1. In Lightning Experience, click the Dashboards tab. Or, in Salesforce Classic, click the Reports tab.
2. Click New Dashboard.
3. In Lightning Experience, click + Component. Then, select a report, and display it as a donut chart. Or, in Salesforce Classic, click the
pie chart icon in the Components tab and drag it to one of the columns in the layout. Then, click the Data Sources tab and expand
the report list, find your report, and drag and drop it on the pie chart.
4. Add a title for your chart.
5. Click Save.
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Field Description
Body Text of the note. Can hold up to 32 KB of data.
Private Checkbox to indicate that note is only accessible to the owner and
administrators. For administrators to view private notes, they need
the “View All Data” permission; to edit them, they need the “Modify
All Data” permission.
Attachment Fields
Field Description
Description Description of the uploaded file. Maximum of 500 characters.
Share With Connections Checkbox to indicate that the attachment is shared with
connections when the parent record is shared. This checkbox is
only available if Salesforce to Salesforce is enabled, the parent
record is shared, and the attachment is public.
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SEE ALSO:
Create Lightning Apps
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SEE ALSO:
External Link: Download the Lightning Extension from the Chrome Web Store
Create a Support Case
Component Customization FAQ
Dark Mode FAQ
Link Grabber FAQ
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SEE ALSO:
Try New Features with the Lightning Extension for Chrome
External Link: Download the Lightning Extension from the Chrome Web Store
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SEE ALSO:
Try New Features with the Lightning Extension for Chrome
External Link: Download the Lightning Extension from the Chrome Web Store
SEE ALSO:
Try New Features with the Lightning Extension for Chrome
External Link: Download the Lightning Extension from the Chrome Web Store
Note: As a beta feature, Lightning Experience on iPad Browser is a preview and isn’t part of Available in: Lightning
the “Services” under your master subscription agreement with Salesforce. Use this feature at Experience
your sole discretion, and make your purchase decisions only on the basis of generally available Available in: Group,
products and features. Salesforce doesn’t guarantee general availability of this feature within Essentials, Professional,
any particular time frame or at all, and we can discontinue it at any time. This feature is for Enterprise, Performance,
evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Unlimited, and Developer
Salesforce has no liability for any harm or damage arising out of or in connection with it. All Editions
restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms
for related Non-Salesforce Applications and Content apply equally to your use of this feature.
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You can provide feedback and suggestions for Lightning Experience on iPad Browser in the IdeaExchange.
We recommend the following models, operating system, connections, and mobile browser.
Note: If users encounter performance issues relating to their device, iOS version, or browser, an informational, one-time per
release message notifies them of the problem.
Recommended Models
Use Lightning Experience on iPad Browsers on these iPad models or later.
• iPad Pro 12.9” (2nd and 3rd generation)
• iPad Pro 11”
• iPad Pro 10.5”
• iPad 9.7” (2017 and 2018)
Recommended Browsers
Use Apple Safari on iOS 12.0 or later. We recommend using landscape orientation and maximizing your Safari browser to full width.
For best results, turn off Private Browsing, StopAd Content Blocker, and pop–up blocking. Pop–up blocking can prevent some pages
from opening in a new tab.
Recommended Operating Systems
Use iOS 12.0 or later.
Note: Apple plans to release a new operating system for iPad called iPadOS in fall 2019. By default, accessing Salesforce via
Safari on iPadOS will load the desktop browser user experience rather than the previous Salesforce mobile browser experience.
For more information, see the knowledge article Salesforce on the New iPadOS Operating System.
Wireless Connection
You need a Wi–Fi or cellular network connection to communicate with Salesforce. For best performance, we recommend using a
strong Wi–Fi connection.
Considerations
As you get ready to use Lightning Experience on iPad Browsers, take note of these beta considerations and behaviors.
Available Functionality
We tested Lightning Experience on iPad browsers with common use cases in Opportunities, Leads, Accounts, Contacts, Notes,
Forecasts, Home, Calendar, Activity Timeline, and Tasks. The testing included Sales Cloud Einstein (Opportunity Insights and Lead
Score). We didn’t identify any significant issues.
Limited or Untested Functionality
Areas with limited testing but no known issues are Cases, Files, Chatter, Groups, News, People, custom UIs built with Lightning App
Builder, and viewing reports and dashboards. Dashboards and reports have limited editing functionality.
We performed limited testing on Visualforce pages and don’t recommend using them on an iPad. If you create new custom UIs, we
recommend that you use Lightning Web Components (LWC).
We didn’t thoroughly test the following areas and don’t recommend using them at this time.
• Custom UIs not built with Lightning App Builder or content customized via iframe
• External apps, such as AppExchange apps or other third-party apps
• Console apps
• Lightning Dialer
• Quote to Cash (QTC) and Configure Price Quote (CPQ)
• Campaigns and email templates
• Pardot Lightning app, Pardot Engage, and B2B Marketing Analytics
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• Setup UIs
• Field Service Lightning dispatcher console
Other known behaviors:
• Drag–and–drop is limited and works in some cases. For example, you can’t drag while editing in Reports and Dashboards.
• Hover and right–click features are not available.
SEE ALSO:
Supported Browsers for Lightning Experience on iPad Browsers (Beta)
Give Users Access to Lightning Experience on iPad Browsers (Beta)
Salesforce Mobile App
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INDEX
171
Index
E K
Editing Kanban
email settings 95 Configure 131
personal information 95 considerations 132
Editions Keyboard shortcuts
definition 8–9 in Lightning Experience 47
Email in Salesforce Classic 46
editing user settings 95
settings 95 L
Email encoding Language
settings, editing 96 settings, editing 96
Leads
F adding translated names 154
FAQ changing ownership 146
supported languages 26 Learn Salesforce Basics 1
Feeds Lightning Experience
following people 106 browser support 21
fields requirements 21
editing inline 138 supported browsers 21
Fields Limits
notes 164 maps 19
fields help topics 135–137 storage allocation 17
Forget password 53 List view charts 122
Forgot password 53 list views
editing records from 138
G List views
Getting started deleting 125
implementation guides 49 Kanban 130–132
new user 51, 134 list view charts 122
supported languages 26 printing 117
tip sheets 49 See Custom views 118, 120, 123
user guides 49 List Views
pinned 115
H searching 114
Home tab sorting 117
calendar section 107
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Index
173
Index
174
Index
175