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Salesforce.com by Mind Map: Salesforce.com
4.7 stars - 3 reviews range from 0 to 5

Salesforce.com

There is no clear place to start - the Home page is what is displayed but when creating anything new, there is no clear directive as to which way to go i.e. do I create a lead first, or do I create an opportunity first, etc...  

Home (Start Here)

This is the Start

Dashboard

Customize

My Tasks

Create New

Calendar

Create New

Leads

Create New...

Reports

Tools

Tell me more...

Help for this page

Quick report: Summary

Since "Quick report" is a type of report, those ideas have been connected

View

Accounts

Create New...

Reports

Tools

View

Tell me more...

Help for this page

Reports

Search/Find a report

Folder list/create folder

Reports list

Create custom report

Dashboards

Help

View/Edit/Clone/Refresh

Documents

Find/Search feature

Create folder

Documents list/links to docs

Create new...

Tell me more...

Help for this page

Products

Help for this page

Tell me more...

Find product

View price list

Create new view...

Products view

Edit current view

Create new view...

Assets view

Edit current view

Create new view...

List view of current products

"Go-to" reports

Maintenance

delete products

manage price books

Forecasts

Resource center

Search

Quick Create

Contacts

Create New...

Reports

Tools

View

Tell me more...

Help for this page

Opportunities

Create New...

Reports

Tools

View

Tell me more...

Help for this page

Quarterly Summary

More...

Additional tabs can be added to the default set that are described in this map.

Solutions

Portals

Ideas

GoogleAdwords Setup

Contracts

Console

Cases

Campaigns

Recycle Bin

Recent Items