Salesforce Documentation

This is our portal for all user guides related to Salesforce Lightning. Here you will be able to find all documentation, release notifications, and tutorials.

If you want to request a new tutorial, please do so using cases.

Footer Items (Utilities)

These are Quick Access tools that are available for users and are located at the bottom of the page.

1. Sales Console

1.1. Reports

This allows you to access all pertanent reports you'll need, without ever having to sift through the Reports page.

Create a case to have a specific report added to the "My Reports" section

1.2. Sales To Goal YTD

Display's the current user's closed won in comparison to their goal

This is live time, displays the gap to goal, and can be refreshed at any time

1.3. Sales Leaderboard

Displays the weekly sales leaderboard for the sales rep's department

You can use the 'Drawers' to the left of the sales rep to see what closed and when

1.4. My Cases

Provides quick access to any cases you've created, and allows you to create them on the fly

You can filter to see previous cases from here, and see if your requests have been put on the production schedule

1.5. My Pipline

Displays the sales rep's pipeline opportunities in the current term. This is intented to allow you to have a quick access list of your opportunities rather than for pipeline management (See Sales Console)

1.6. Recent Records

Shows the most recently acessed records

1.7. Documentation

Contains links for all our Salesforce Documentation

1.8. Quick Links

Generic Quick links for Sales Reps, Sales Managers, and Sales Administrators.

You can create a case to have a custom button or link added to this page