Summary  
This chapter covers dynamic user interface configuration—adding or removing navigation tabs and dashboard widgets—and implementing data object creation and filtering workflows, such as creating tasks via form inputs and viewing them through scoped filters.

General domain of usage  
Customer relationship management (CRM)

**Dashboard & report** tools streamline your workflow and ensure you can **stay organized** while managing your **daily responsibilities**.  

What is the primary purpose of adding tabs to the navigation bar?

How can you create a task directly from a record in Salesforce?

Dies ist ein Einführungskurs für Anfänger, die bisher noch kein CRM verwendet haben, Salesforce jedoch als zentralen Bestandteil ihrer Arbeit nutzen müssen. Zu den Zielgruppen gehören Business-Analysten, Marketer, PR-Fachleute, Content Writer und alle, die in unterschiedlichen Funktionen mit Salesforce arbeiten können (ein Marketer könnte sich auf die Qualifizierung von Leads konzentrieren, ein anderer auf den Abschluss von Opportunities, ein weiterer auf die Verwaltung des E-Mail-Zeitplans). Immer mehr dieser Berufe erfordern Kenntnisse in Salesforce (oder anderen CRMs), was eine Hürde bei der Einstellung darstellt.

You'll get crystal clear on why Salesforce is such a game-changer for businesses by diving into a relatable real-world scenario. Through the story of EcoMarket Deliveries, you'll explore the common pain points businesses face without a structured CRM system—from disorganized data to missed opportunities—and discover exactly how Salesforce solves these challenges with powerful, streamlined solutions.

What is the main purpose of the Opportunity Stages in Salesforce?

Which Forecasting Category represents deals that are nearly guaranteed to close?

Why are lookup relationships important for Opportunities in Salesforce?

What is one reason a business might not use Price Books in Salesforce?

How can customizing the Salesforce dashboard benefit a user?

Learn to navigate and customize the Salesforce interface while mastering key concepts like leads, opportunities, accounts, and contacts. Tackle real-world challenges with EcoMarket Deliveries, from adding new leads manually to bulk importing them efficiently. Gain practical skills to qualify and convert leads, moving them through the sales funnel to drive business success.

Learn to turn prospects into customers using EcoMarket strategies, understand what opportunities signify, and get hands-on with creating and editing opportunity records. Explore sales stages for revenue forecasting and discover how to associate products or services with deals to enhance your sales workflow.

Learn to set up Salesforce Service Cloud, manage cases, and leverage the Knowledge Panel for enhanced customer support.

Discover how to segment emails, apply advanced filters, and automate communications using Merge Mail. Improve response times and maintain consistency in messaging with Salesforce's built-in email optimization features.

Master Salesforce reporting and analytics by creating reports, dashboards, and leveraging data insights.

Optimizing Salesforce Dashboards & Task Management

1. What is the primary purpose of adding tabs to the navigation bar?

2. How can you create a task directly from a record in Salesforce?

Awesome!

Optimizing Salesforce Dashboards & Task Management

1. What is the primary purpose of adding tabs to the navigation bar?

2. How can you create a task directly from a record in Salesforce?