Richard Lewis

Field Service Heroes: Working in ServiceMax Better & Faster [Salesforce Navigation]

Blog Post created by Richard Lewis on Oct 13, 2017

Welcome to the second blog in this series, focusing on speeding up your navigation when using Salesforce.

 

These customizations aren't global changes for all users—they’re specific to your personal view in Salesforce Classic.
If you have any additional tips and tricks on this topic, please share your feedback in the comments!

 

 

Search for Records

 

To search, type a term into the search box at the top of any screen. The search feature suggests matches as you type. It prompts you to switch to a "starts with" search after you’ve entered two or more characters. To see a full list of search results, press enter, click Search, or click the option for "starts with" search.

 

Image 1.jpg

 

Search is smart. It remembers which objects you've use and how often you use them. By default, what you search for most recently appears first.

You can refine/improve your search from the Search results page in the following ways.

 

  1. To expand the search, add an asterisk (*) or question mark (?) to your search keywords.
  2. To make your search more specific, use standard search operators like AND, OR, or AND NOT.
  3. To limit the search to an exact phrase, click Options and select Exact phrase, or enclose your search keywords in quotes.
  4. To sort your search results in ascending or descending order, click column headings.
  5. To prioritize your results you can pin certain objects so they always show at the top. Contacts and Accounts are pinned in the screenshot below. Find out how in the Salesforce Classic video below at 0:55.

 

image 2.png

 

 

Customize What You See

 

Tabs for Navigation

The Salesforce Classic user interface is composed of tabs that serve as starting points for viewing, adding, and editing information for an object.

 

image 3.png

 

One of the easiest, and most effective, customisations in Salesforce is changing the tabs that appear when you log in.

  1. Click the drop-down arrow next to your name.
  2. Click Setup.
  3. Navigate to Personal Setup, then My Personal Information, then Change My Display.
  4. Click Customize My Tabs.

You can add and remove tabs (1), plus change the order of the tabs you see (2).

 

image 4.png

 

Related Lists contain records on other objects related to the main record and are found in two places on a Salesforce Page Layout.

At the top:

image 5.png

Or the bottom:

image 6.png

 

You can customize which Related Lists you see and in what order.

  1. In the upper right corner, click on your name.
  2. Click Setup, then Personal Setup, My Personal Information, Change My Display
  3. Select the object you want to customise from the drop-down menu, and click Customize Page.
  4. You can then add and remove related lists (1), plus change the order of the related lists you see (2).

 

image 7.png

 

 

Sections on a Page

You have the ability to hide sections of the page layout. Once hidden they stay hidden on all records of that object until you expand them again.

Next to the section header click the triangle and it will collapse or expand that section. Making this change will speed up scrolling through a record, as well as help you focus on the information relevant to you.

 

Before:

Expanded Section V2.PNG

After:

Collapsed Section V2.PNG

 

 

Keyboard Shortcuts

 

Hold Ctrl and then press F. This opens a search window top right of the page (depending on the browser you are using) and allows you to search for any text string on the whole page you are on, not just the bit you can see.

 

Salesforce fields that are underlined and hold values are lookup fields. An example is Case Number on a Work Order.

 

Salesforce fields that are underlined and hold values are lookup fields. An example is Case Number on a Work Order. When you click on this value, it takes you to a related record. If you hold the Ctrl key when you do this the related record opens in a new tab on your browser. If you hold the Shift Key instead it will be a new window.

 

Do you have a tip to share? Please share! Add a comment below...

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