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Getting to know Salesforce - A first look inside

1/23/2013

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Now that you have your Salesforce dev org in place I am sure you had a chance to click around a bit. At first glance the interface seems familiar but a bit confusing at the same time. Don't worry, there is help.  

Salesforce has a great video guide to help new users navigate the interface. It goes over all of the object types, how they are used and where to access them. It is more of a fancy power point presentation than a video but that's OK. It makes it very easy to follow along on your dev org as you watch each step. 

Go to https://help.salesforce.com/

On the box labeled Training you will find a list of video links. 

Choose the one labeled "Getting Started: Navigating Salesforce"


I would watch this one a couple of times while following along on your dev org. What they go over are the building blocks that all of Salesforce is based off of. The main thing you want to walk away with from this video is the terminology that is used to describe each object and what each object's roll is.  

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Getting a dev org

1/8/2013

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If your starting out like me and doing all of this preemptively you are going to need a Salesforce org to learn on. Someplace you can make mistakes and not effect anyone else. 

This is where a Salesforce dev org comes in. They are completely free and offer you all of the features of their most expensive plan. It is limited to just one user and by the amount of data you can store, but it is more than enough for what we are doing. 

One thing to keep in mind with a Salesforce dev org is that it's a fully featured instance that you will have complete control over. You are the admin. There are options, tabs and features you may never have access to in the real world, in the "user" role. Since right now we do get to play Admin, let's push all the buttons and see what happens. 

First, grab your Salesforce dev org Here!

If that link doesn't work just do a google search for it. Salesforce likes to move links around without forwarding old ones. If it does change I will try to come back and update it. 



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