Navigating the Salesforce Interface for 8020CRM Users

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Overview

Salesforce is a powerful CRM platform designed to manage leads, tasks, and workflows across multiple teams. This guide provides a walkthrough of the Salesforce interface for 8020CRM users - whether you're tracking appointments, qualifying leads, or customizing dashboards.

Before You Begin

You must have access to 8020CRM / Salesforce via your assigned user profile. If you don’t see tabs like Leads, Opportunities, or Property Transactions, contact your System Admin.

Why It Matters

Navigating Salesforce effectively helps you:

• Avoid duplicate records

• Customize your views for speed and clarity

• Maintain momentum across your daily workflows

• Access the right tools - like dashboards, RAIN, or activity history

Step 1: Logging In to Salesforce

• Go to your unique Salesforce URL (e.g., yourdomain.my.salesforce.com)

• For sandbox use: sandboxname.my.salesforce.com

• Log in using your credentials

| For 8020CRM users, your login page is branded with the 8020CRM experience.

Step 2: Understand the Salesforce Navigation

When you log in, you’ll land on the Home page, which typically shows your tasks, recent items, and dashboards. Here’s what you’ll find:

Top Navigation Bar

• Global Search: Search across all objects (Leads, Properties, Contacts, etc.)

• Favorites: Bookmark important records for quick access

• Global Actions: Quickly create tasks, notes, events, or records

• Gear Icon: Access Setup (for Admins) or edit your profile

• Guidance Center: Get in-platform tips or walkthroughs

Utility Bar (Bottom of Screen)

• Provides shortcuts for tools like:

  • RAIN Inbox

  • GetReal Support

  • Chatter Feed

  • Mortgage Calculator

Step 3: Switching Between Apps

1. Click the App Launcher (waffle icon in the top-left)

2. Select apps such as:

   • 8020CRM

   • DocuSign

   • CTI/SMS integrations

3. Each app changes the tabs and tools based on the app selected.

   
   

   

   
   

Step 4: Working with Standard and Custom Objects

Across the top navigation, you’ll see tabs for:

• Standard Objects: Leads, Accounts, Contacts, Opportunities

• Custom Objects: Properties, Property Transactions, 8020MAPS and others

Use List Views to:

• Filter records

• Adjust columns

• Save views for daily workflows

• Perform bulk updates using inline editing

Step 5: Customizing the Home Page

If you have system admin permissions:

1. Click the gear icon > Edit Page

2. In the Lightning App Builder, you can:

   • Drag and drop components like:

     • Dashboards

     • Task Lists

3. Click Save, then Activate if required

   
   

🎥Watch step-by-step video: Customizing the Home Page

Editing Dashboards on the Salesforce Home Page YouTube Video

| See our guide: Editing Dashboards on the Salesforce Home Page for dashboard-specific steps.

Step 6: Using Record Pages Effectively

When viewing a record like a Lead, you’ll see:

• Path Component: Shows progress based on status/stage

• Activity Composer: Log calls, emails, SMS, and create tasks

• Pillars: Critical fields grouped by stage (e.g., Motivation, Offer Terms, Buyer Details)

• Related Lists: View activity history, offers, appointments, files, and more

Step 7: Converting Leads

Once a lead is qualified (appointment scheduled):

1. Click Convert

2. Salesforce will create and link:

   • A Contact

   • An Account

   • An Opportunity

     
     

| All lead details carry over into the new records. See our guide: Managing Leads in 8020CRM: A Guide for Intake and Conversion for lead-specific steps.

Step 8: Helpful Tools Inside Salesforce

• Trailhead: Free training courses by Salesforce

• Guidance Center: Contextual walkthroughs

• Help Menu: Documentation links

• RAIN (8020CRM AI Assistant):

  • Summarize records

  • Draft emails or texts

  • Suggest next actions

  • Review communication history

Best Practices

• Use Global Search before creating new records to avoid duplicates

• Bookmark frequently used views using Favorites

• Customize List Views for faster daily workflows

• Use the Path and Activity Composer to drive consistent follow-up

• Pair the Home Page with your most-used dashboard for visibility

Learn More

If you'd like to go deeper on navigating the Salesforce interface as a 8020CRM user, check out our video Salesforce 101: Navigating the Sales Cloud Interface or reach out to your Success Manager for personalized guidance.

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