Page Comparison

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Getting Around in Salesforce

CII's Primary Salesforce Apps

• Sales: Day-to-day, basic management of Accounts and Contacts
• CII Groups:  Committees, research teams, CBAs are found here.
• Salesforce Chatter: Collaborate with each other to learn Salesforce. Also future home for selected members.
• Invoices & Collections: Deployment still in progress. Accounts receivable for membership, publications, other. 

Contacts

https://cii-today.lightning.force.com/lightning/o/Contact/home

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https://trailhead.salesforce.com/en/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_getting_started?trail_id=lex_end_user

• Search for John Smith
• Search for contacts you know

List View and Filters

Use List View Filters for some of your common searches.

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Committees, teams and CBAs.

Test Protocol