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Getting Started: Finding Your Way Around Salesforce

To get to your Salesforce account, open Internet Explorer, Firefox, or Safari, and then log in to Salesforce at http://login.salesforce.com.

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.

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 very 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.
  • Recycle Bin is where items that you have recently deleted are temporarily placed.

The list describes the tabs you are most likely to see:

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.

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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