Salesforce Navigation Guide

Salesforce Navigation Guide

In Salesforce, the main navigation and user interface elements are organized into different menu bars and sections. Here's a layout of the key components found in flair apps on Salesforce.

1. App Launcher:

The App Launcher is the starting point for accessing different Salesforce apps, tools, and components. It appears as a nine-dot grid icon at the top-left corner of the screen. When using flair, clicking on it opens a menu that displays the flair Recruiting and HR apps.

2. Global Search Bar:

The functionality of Global Search enables you to locate any records marked as searchable within your Salesforce organization. You have the flexibility to conduct a comprehensive search across the entire database or apply filters based on specific objects.

For example, in the flair HR app, you may want to search for different company departments or office databases. You can also locate Employee Shift records or Absence Categories.

3. Navigation Bar:

The Navigation Bar is located at the top of the screen. It typically contains the following elements including:

• flair Logo: The flair logo will appear on the top left corner of your screen when using the flair Recruiting and HR apps
• Favorites: Clicking on this tab allows users to manage their favorite items
• Global Actions: These are quick actions that allow users to create new records, such as a New Lead or Log a Call
• Guidance Center: This is Salesforce’s in-platform learning library. It contains links to learning content suggested by Salesforce.
• Setup: The cog icon or gear-shaped icon is the Setup icon. The Setup menu provides access to the Salesforce administration settings and configuration options.
• Notifications: Here is where you will see alerts or messages that inform users about important events, updates, or actions related to their Salesforce org
• User Profile: This dropdown menu displays the user's name and profile picture, providing access to settings, personalization options, and a logout
• Pages: The Navigation Bar also includes pages or items of functionality. Depending on which flair app you are using you will see options such as: Attendance, Compensations, Engagement, Workflows, Staff & Docs, and much more.

4\. List View Controls Bar:

This section includes controls for managing screen views and creating new components, including:

• Create New: A button that allows users to create a new record or component

• Search: A search bar to find specific records or names

• Edit: A button to amend a record or component

• Display As: This contains options for changing how records are displayed on a list. The available choices are:

  • Table View: Displays the records in a tabular format, resembling a spreadsheet with rows and columns
  • Kanban View: Displays the records as cards on a board, organized into columns
  • Split View: Creates a split-screen, showing records side by side

5\. List View:

The List View is the central section of the screen where your flair features and data are displayed. For example, when clicking on the Candidates tab in flair Recruiting, you will see a list of candidates that have applied for a job in the workspace area.

The List View area includes features such as:

• Tabs: Tabs represent different categories of information. For example, if you open a job in Recruiting app, the tabs include Candidates, Details, Publishing Details, Translations, Fields, and Advertising.
• Dashboards: Dashboards pull data from different objects, reports, or even external integrated sources, allowing users to create a comprehensive view of different data sets. For example, the flair Recruiting Metrics page can display information on the Number of Employees, Job Types, Contracts, Average Age, and more, in a dashboard.

NOTE: The layout and elements will vary depending on the Salesforce version you are using as well as customizations and user permissions.