This guide will teach you how to navigate and find information in Fingertip. There is two types of user interfaces available in Salesforce so this guide will be separated in two sections: Classic and Lightning.
The first screen after logging in will look something like this:
Don't panic if you have no cards visible in the middle. You start at the Decisions tab: the cards are decisions which you will learn to make later. First off you should pay attention to these features:
A. Main Navigation Menu enables you to navigate between objects like Decisions, Plans, Tasks, Chatter and more (The titles in this navigation may differ if your Fingertip is customized).
B. Main Search Bar allows you to search for any item within Fingertip and Salesforce.
C. Notification Icon shows you the amount of new things that require your attention. When clicked on, it also functions as a shortcut to reach any new item requiring you attention.
So on the Decisions page, what other things are visible?
A. Filter the decisions shown
B. Search within decisions
C. You can change the way you see the decisions, we call these views. The choices are:
Card View - the default view (shown above), displays decision information in cards
List View - decisions listed by their title
Fingertip Preview - combining the list view and decision contents in to a compact two window mode
D. Create a new decision
E. 'Decision Cards' give information about the decision on a quick glance. You can open the decision by clicking on it's card to read more.
That's it! Now you know the basics of navigating in Fingertip on Lightning.
On classic, the first screen will look like this:
Don't worry if you don't have content on the middle of the screen, you can learn to fill it with decisions later. What you should first pay attention to is:
A. Main Navigation Menu enables you to navigate between objects like Home, Chatter, Decision, Fingertip and more (The titles in this navigation may differ if your Fingertip is customized.)
B. Creation menu, you can create records such as a Task, Decision or a Plan using this object.
C. Main Search Bar allows you to search for any item within Fingertip and Salesforce.
Good! Now you know the basics of navigating in Classic.
Hope this helps!
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