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Salesforce : User Interface

Salesforce : User Interface

The User Interface of Salesforce is very simple and the various components are positioned neatly.

The UI looks like this :
Salesforce User Interface

Starting from the top right, now let me explain this interface :

1 -

App Menu 

: On the top right, where you see a blue tab with a white text saying 'Sales' is the App Menu. It lists the different Apps that you have created . An app is just a collection of different tabs.

2 -

Logo

: On the top left is the logo , Salesforce logo as you see in this snap. You can change it to represent the logo of the organization that you are a part of.

3 -

Tab bar

: The tab bar hosts different tabs that you click on to reach an object. e.g if you want to enter data in the Accounts object, you would would click on Accounts tab that you see, and then you reach the Accounts object and then enter the data ther.

4 -

Administration area

: You see a set of menu options on to the left side in the pic above [brought to the right here ], which is a place where you work most of the times. This area is used to create new fields, new objects, email settings, changing page layout and so on. Clicking on the arrow for an option would give you the menu that are available for that option.

5  -

Global Search

: You see a search box on the top of the interface just under the address bar. The global search is used for searching a record in the data base. Let me tell you want to search for a Lead named 'Namesome' . You would type in his name in the Global Search box and you would hit enter to list all records that belong to Namesome.

6 -

Search All Setup

: Just above the administration area, you see the 'Search All Setup' box. This area is used only to find some setting. e.g Say that you want to locate page layouts under Leads. Just type in 'Page Layout' in the Global Search box and then you would see 'Page Layout' listed in various objectsthat you have there. Instead of looking for a particular setting by browsing through the menu, you just reach there easily by typing what you are looking for. The job made easier, isn't it?













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