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Salesforce compared to Excel
You might have previously organized your information in spreadsheets. When using Salesforce, your information will be organized into "objects" and "records". Objects are similar to tabs or tables on a spreadsheet. Rows are similar to a single row of spreadsheet data.
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Welcome to Your Lightning Home Page
This is the Lightning view- Housing Counseling Home Page.
This is the Lightning view- HomeKeeper Home Page.
Accounts: This object holds all the organizations that are frequent interactions regularly. Ex. Lenders, Law offices.
Contacts: This object holds all the individuals. Ex. Loan Officers, attorneys, homeowners, applicants, etc.
Opportunities: This object holds
Properties: This is where all the information on your properties is held.
AMI: This object holds the median income value for a year. You'll create one for every year and MSA (geographic area) you qualified clients.
Support: A User can go to this object for a quick reference to the ZenDesk Support site.
Services: This object is where you'll will spend most of your time. This is where all transaction details about a household will be held: from application information to closing date to resale, as well as any steps in between.
Go to the "Service File Name" , click the Blue Hyperlink to open the Housing Counseling "Services"
The "Services" and related activities on the Service File is where all transaction details about a household will be held: from application information to closing date to resale, as well as any steps in between.
Support:
GO to the More down arrow next to the pencil icon and select > Support- NEW - the first time that you access this tab.
This will open to a new window and autosave as a new tab on this page as you navigate back to this page in again. See the Log in page to HomeKeeper.
Support: A User can go to this object for a quick reference to the ZenDesk Support site.
Reports:
Dashboards:
The Setup link has been replaced by a gear icon, to get to this familiar Setup area, this is now called Setup Home.
The app menu has been replaced by the App Launcher. Instead of going to a drop-down in the upper-right corner of the screen to switch between clusters of tabs as you do in Salesforce Classic, you click the icon that looks like a 3 x 3 grid of little squares.
Hovering over that icon changes it from boring gray squares to colored ones.
Clicking the icon results in the App Launcher page showing. Different from Salesforce Classic, if you click the blue hyperlink, you’re taken to a new page that shows all records (or “items”) associated with that app.
Clicking the hyperlink on the App Launcher page ie. "Service" will display Service of Quarterly Performance. While scrolling further down on the page, additional information is shown, Today's Events, Today's Tasks, Recent Records, and Key Deals - Recent Opportunities.
To Search for a specific App enter the information in the search. Ex. Properties.
The Property recently viewed will display and all related information for this particular object.
Another tip is as Setup is selected, the lower section of page will display "Most Recently Used."
See the view of "Most Recently Used"
In Salesforce "Lightning" the Object Manager is another tool that is frequently used that is different from Classic.
The Object Manager is accessed from the Home Page >Setup
The "Quick Find" can search for an specific object by name ie. contact.
On a high level overview of SETUP Home overview of this page, the following can be created from the drop down options and are listed below "Create":
User, Multiple Users, Custom Object, Custom Tab, Email Template and Workflow Process.
Welcome to your Home Page
Your home page shows your personal calendar, tasks that are assigned to you and items waiting for your approval. Located at the top is a powerful Search tool which will look for any occurrence your search term throughout HomeKeeper.
The bar on the left helps you to quickly find or navigate to objects throughout your database:
- Create New… to create a new item
- Recent Items are links to the last 10 items you looked at. (Open/close Recent Items using “Alt” + “S” on keyboard.)
- Recycle Bin is where items you have recently deleted are placed for 15 days (then, permanently deleted automatically).
The list describes the tabs you are most likely to see:
Salesforce organizes data on tabs, each of which represents a type of “object” in Salesforce. The tabs that you see depend on the permissions defined in your user profile, as well as any additional custom objects that we may have created for your organization.
Accounts:
This object holds all of the organizations that we work with regularly. Ex. Lenders, Law Offices, etc.
Contacts:
This object holds all the individuals. Ex. Loan Officers, attorneys, homeowners, applicants, etc.
Properties:
This is where all the information on your properties is held.
Services:
This object is where you'll will spend most of your time. This is where all transaction details about a household will be held: from application information to closing date to resale, as well as any steps in between.
Reports:
This object is where all the reports are generated.
Dashboards:
A Dashboard is basically a report in visual form. Ex. Pie charts, graphs, etc.
Documents:
This is where common document templates will be held.
AMI:
This object holds the median income value for a year. You'll create one for every year and MSA (geographic area) you qualified clients.
Support:
A User can go to this object for a quick reference to the ZenDesk Support site.
Look for Information Using Search
To look up property information or information on a individual, you use the Search bar along the top of the screen. Use an asterisk (*) to get a wider search result This will bring up anything that begins with what you typed in. For example: instead of typing “Jaclyn Marcotte”, type “Jacly*”. This will bring up any record that starts with Jacly.
Before you create a new record in Salesforce, always search first. This will help make sure you don’t miss a record that has already been created.
Salesforce will search all objects
HomeKeeper will pull records from all objects in your search. Above, we typed in "smi*" and found Services, Contacts, and Accounts that all include that text.
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