❯❯ Salesforce: The secure website that your users log in to that contains your customer information. Salesforce.com, Inc., offers a family of products used by hundreds of thousands of customers, but each company’s secure website is separate from the other websites and may look different in order to suit that company’s unique needs. When we use the terms Sales Cloud, Marketing Cloud or Service Cloud, those are parts of Salesforce specifically meant for use by sales and marketing or by a support organization.

      ❯❯ Home tab: The main page that appears when you log in to Salesforce or click the Home tab.

      ❯❯ Tabs: Clickable words appear in a row across the top of any Salesforce page. When selected, a word is highlighted and looks like a tab. Each tab represents a major module in which your company needs to know some information. By clicking a tab, you go to a tab-specific home page. For example, if you click the Accounts tab, the Accounts home page appears.

      ❯❯ Tab home pages: These are the pages where you go to find, organize, and manage specific information related to a particular tab. For example, to access your opportunity records, you could go to the Opportunities home page.

      ❯❯ Object: Often used interchangeably with the name of a tab. Generally used by administrators when talking about creating custom apps. For example, you may tell a user to “click the Account tab,” or you may hear your system administrator refer to the “Account object.”

      ❯❯ Apps: Tabs that have been grouped together and given a name, providing you with the convenience of seeing only those tabs most relevant to you.

      ❯❯ Record: A record is a page in Salesforce made up of a bunch of fields that hold information to describe a specific object. For example, a contact record typically contains fields pertinent to a person, including name, title, phone number, and email address. A record is displayed on a detail page.

      ❯❯ Detail page: A web page that shows both the saved record and a set of related lists pertinent to the record.

      ❯❯ Chatter feed: If you have Chatter enabled (see Chapter 6), you’ll see the center column of your logged-in Salesforce experience with a chronological list of updates made by you or other co-workers. This feed is a critical way for Salesforce users within your organization to communicate with each other.

      ❯❯ Search bar: In the upper-left portion of your Salesforce page, a search field resides as another way you can quickly find companies or contacts. Search results returned can be customized to return only a certain type of record.

      ❯❯ Related lists: Lists that comprise other records linked to the record that you’re looking at. For example, the Account detail page for Acme may display related lists of contacts, opportunities, activities, and so on associated with that company.

      ❯❯ Sidebar: Located at the left margin of a Salesforce page, the sidebar displays messages and alerts, custom links, recent items, and a drop-down list that you can use to create new records.

      A page appears, prompting you to set a new password and security question.

      Be sure to select a question and provide an answer that can verify your identity if you forget your password. Use this password from now on unless your administrator resets the password.

      The Salesforce home page appears.

The Salesforce.com login page, shown in Figure 3-1, appears.

      Your username is typically your corporate email address. Click the Remember Me check box if you want your computer to remember it. After you click Log In, you may be asked to register your mobile phone. This is an additional, optional security step. After this step, your main home page appears.