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Some commands (such as Delete) require that you first select one or more target records by placing a check mark in the leftmost column, while others operate on the entire list.
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Usually, when you first open an entity, you'll see the list view, which shows a list of records belonging to that entity, formatted as a table. To go back to the previous page, select the Go back button. Use the back button for form, view, and dashboard pages on the command bar to go back to the previous page. Select any entry here to open the named dashboard or list view for that entity. Page navigation: This area lists each entity and dashboard page available for the current work area.Select the remove-pin icon next to a record listed here to remove it from this list. Use the Recent records list to add records here. Favorite records: Expand this entry to view and open your favorite (pinned) records.Select the push-pin icon next to a record listed here to add it to your favorites (pinned records). Recent records: Expand this entry to view a list of records you were recently using.If the navigator is already collapsed, select this button to expand it again. Collapse/expand button: Select this to collapse the navigator to allow more room for the main part of the page.Click to change app: Select the current app name to change to a different app.The following illustration shows the primary navigation elements. It's easy to get around and get back to your favorite or most-used items. Use the app-selector menu to switch between apps. Use the side navigator to move between entities in your current work area. Entities normally present two views: a list view, which is typically an entity listing available records and a form view, which shows all available data and settings for a single record. For example, for the Contact entity, each record describes a single person, and each record includes a collection of fields such as first name, last name, and email address. Each entity consists of a collection of individual records. Entities use a structured data format, which defines the collection of fields available to the entity. Use the work-area menu to navigate between work areas for your current app.Įntities represent a specific type of data, such as a contacts and accounts. The Contact and Account entities, for example, appear in a variety of apps and work areas. In some cases, the same entity appears in more than one area (or even more than one app). Each work area provides a targeted collection of entities for working in that area. Use the app-selector menu to navigate between the apps that are available to your organization.Ī work area is a subdivision of an app, dedicated to a specific feature.
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The responsive design adapts to your environment based on screen size, so the more available space that you have, the more information can be displayed.Īpps provide a collection of functionalities for accomplishing a specific class of activity, such as managing your accounts and contacts. The apps scale by reflowing the components on the screen. Unified Interface provides a consistent and accessible user experience across devices-whether on a desktop, laptop, tablet, or phone.