Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.
The standard Home Page layout contains the (a) Header, (b) Lightning Components, and (c) Utility bar.
The Header contains (a) Tabs, (b) App Launcher, (c) Global Search, (d) Global Actions, (e) Setup, (f) Notifications, and (g) User.
Navigate DealerTeam with tabs across the top of the page. The active tab is highlighted. Learn more by reading Customize the Tab Bar.
Select any Application or Object by clicking the App Launcher icon.
Select records related to the content typed in the global search input. Read Global Search to learn more.
Log a Call, create a Task, send an Email, create a new Event and add a New Lead with the Global Action button.
Setup will be different by an organization and may be restricted for some users. Edit settings by clicking the Setup icon.
The Notifier sends alerts when being mentioned in chatter posts, events and tasks are upcoming.
Click the Avatar to Log Out, change user settings, display, and other options.
The main portion of the home page contains different and customize-able lightning components. To learn how to customize your home page read Add Component to Custom Lightning Page.
Some of the default home Lightning Components include (a) Tasks, (b) Events, (c)Dashboard Analytics, (d) Recent records, and (e) Chatter.
Tasks and Events
These components show the most recent tasks and events. To learn more read Tasks vs Events.
Analytics will sort records into groups by certain criteria to show trends of data sets. Keep charts up to date by clicking the Refresh button. To learn more read How to Create a Dashboard.
Newly created records appear in this component.
To see general organization chatter refer to the Chatter feed component. Chatter feeds are located on records for more specific chatter topics.
The Utility Bar is comprised of (a) Location, (b) Recent Items, and (c) Notes.
To learn more read Change Location from the Utility Bar.
View recently created items.
Add quick notes for reference.