Salesforce Org (Organization) Menu

Introduction

When using Salesforce, there are many terms that are used, and many of these terms refer to the menus and layout names of the org. For example, "Add a list view", "Click the app launcher", and "Look for it in the setup". In fact, the menu names are not that difficult for those who are familiar with Salesforce. You will naturally learn as you use it, and the names of the same menu may vary slightly depending on the person. Therefore, today's post will be for those who are not familiar with the names.

 

Navigation

App Pages

You will see something similar to the screen shown above when you just created an org like a playground.

• Sales: It is the name of the app. If you are on the Service app, it will appear as Service.
• Home to More: It is usually called the navigation bar. Here, the menus in the navigation bar, such as Opportunities and Leads, are called Tabs. It may also be called "upper menu" or just "menu" depending on the person.

App Launcher

The icon with nine dots next to the App name is called the App Launcher. You can click on it to switch to another app. If an app that you are looking for is not visible, you can search for it by typing its name in the search bar (e.g., Reports or Dashboards). 

 

List View

When you select a tab from the menu, you will usually see a list similar to the one above, which is called List View. You can create and edit a list view based on requirements or needs such as "VIP Customer List" or "A Representative List."

 

Record Page

When you select a record from the list view, you will see a page like the one shown above. However, it is unlikely that your record page will be as the same as the one shown above. Since the layout can be customized, what you will see on the record page may vary depending on your company, logged-in account, role, and record type. Nonetheless, having an understanding of how the layout is typically structured will be helpful.

 

Setup Button or Gear Icon

In the top right corner, you will find a gear icon or a setup button. It is often referred to as "Setup." Some people also call it "Settings." This is where all admin tasks take place.

• Service Setup: It is where you perform admin tasks related to services.
• Developer Console: Salesforce's integrated development environment (IDE) for coding.
• Edit Page: You can modify the layout of the respective record page.
• Edit Object: It will take you to the object management page of the record.

 

Setup Pages

There are a lot of menus here.

Do you need to know everything? It's hard to know everything.

Do you need to remember all the menu names? You don't need to remember all of them.

What features should you use? Only commonly used features are mostly used. But the more you know, the more functions you can use for your work.

 

Conclusion

Today, we briefly covered the menu structure and names. The original post included some tips regarding user and company information, but I decided to merge them into the next post, as it would be more appropriate. In the next post, we will dig into the types, pricing, and licenses of Salesforce Orgs in more detail.

 

Recommended Trailhead module for this post
https://trailhead.salesforce.com/content/learn/modules/lightning-experience-for-salesforce-classic-users