Navigating Salesforce and 8020CRM: Find Your Work Fast
Updated: Aug 27
Salesforce provides the platform controls for apps, search, notifications, list views, and record pages. 8020CRM organizes those controls around the work your team performs from first contact through active deals and closing.
The fastest way to learn the interface is to use one repeatable route: open 8020CRM, choose the record type that owns the work, use a focused list view, open the record, complete the task, and verify the saved result.
Open the 8020CRM app
Sign in to your approved Salesforce organization.
Select the App Launcher in the upper-left corner.
Select View All.
Search for 8020CRM and open the app.
Confirm 8020CRM appears as the current app before following an 8020CRM workflow.
Each Salesforce app can have different navigation, record pages, and utility items. When a screen does not match a guide, first confirm that you are in the correct app.
Read Home as a daily briefing
Select Home to orient yourself before opening a work list.
Depending on your role and access, Home can show:
Launch tiles for common records.
A role-based dashboard.
RAIN priorities or notifications.
Today's Tasks and scheduled Events.
Recent Records.
Chatter updates.
Dashboard content can differ by role. Recent Records is a shortcut to records you opened recently, not a complete queue of work.
Know the main 8020CRM tabs
The delivered desktop navigation is organized around these workspaces:
Tab | Use it for |
|---|---|
Home | Daily dashboards, priorities, Tasks, Events, and shortcuts. |
Tasks | Assigned follow-up and checklist work. |
Properties | Property, parcel, owner, valuation, marketing, and file context. |
Leads | New inquiries, prospects, qualification, and pre-conversion work. |
Opportunities | Qualified deal, acquisition, retail, appointment, offer, and financial work. |
Property Transactions | Disposition, buyers, Offers, transaction coordination, and closing work. |
Contacts and Accounts | People, organizations, communication history, calendars, and buy boxes. |
Campaigns | Marketing audiences, responses, expenses, statistics, and attribution. |
Events | Appointments and scheduled commitments. |
Appt Dispos | Guided appointment outcomes and follow-up. |
Analytics | Reports, dashboards, and other analytics available to you. |
Files | Salesforce Files you can access. |
MAPS | Plot Leads, Opportunities, Properties, or Property Transactions and run map-based searches. |
GetReal Account | Product setup, service usage, billing, features, and organization settings. |
GetReal Support | Documentation, guided help, cases, ideas, releases, and eligible sprint information. |
Your organization can hide, reorder, or add tabs. A visible tab does not grant record access, and a missing tab does not necessarily mean the feature is unavailable. Use the App Launcher to find an assigned item that is not pinned in the navigation bar.
When the visible tab row is full, select More to reach additional assigned workspaces. The menu reflects the current app and user assignment; it is not a list of every feature installed in the organization.
Understand what “deal” means
In conversation, “deal” can refer to different records:
Start with Leads for a new person or inquiry that has not been converted.
Start with Opportunities for qualified sales or acquisition work.
Start with Property Transactions for disposition, contract-to-close, transaction coordination, or closing work.
Start with Properties for the physical parcel or address shared across workflows.
This distinction matters in search, reports, list views, MAPS, and RAIN questions.
Use the Salesforce header
The Lightning header provides platform-wide controls:
Global Search finds accessible records and searchable Salesforce content.
The notifications bell opens recent alerts and reminders.
Help opens Salesforce learning and support resources.
The Setup gear opens organization configuration for authorized administrators.
Your profile image opens personal Settings, display options, and sign-out controls.
Notifications are prompts to review source records. Open the notification, confirm the affected record and current state, and complete the task from the authoritative record page.
Use Settings for your own Salesforce preferences. Organization-wide setup remains in Setup and requires administrator access.
To find a record, search by a precise name, address, phone, email, or approved identifier. Check the object type and preview before opening the result. Then confirm the record's identity, owner, lifecycle, and related context before acting.
Pro tip: Use Global Search when you know what record you need. Use an object list view when you need a defined population, such as today's unprocessed Leads or your open Opportunities.
Work from list views
List views help you create a focused work queue. Select the list-view name to switch views, use filters to define the population, and choose the available display type when a table, split view, or Kanban view better suits the task.
Before relying on a list:
Read the list-view name.
Open the filters and check owner, Status or Stage, date, record type, and other criteria.
Confirm the columns provide enough context to select the correct record.
Refresh when current data matters.
Open the record before changing important business information.
Use record-page tabs
The top navigation chooses an object. After opening a record, a second set of tabs can appear inside the record page.
A Lead can include Property context, Details, Activity, Chatter, Marketing, and Related information around Lead Intake. An Opportunity can include acquisition or retail work, Lead context, Appts, Offers, Financials, Property, contacts, team, Activity, Marketing, and Related records. A Property Transaction can include Dispo, Buyers, Offers, TC, Financials, contacts, Details, Activity, Marketing, Related records, and team.
The exact tabs depend on record type, page assignment, permissions, and your organization's configuration.
Use the utility bar without losing context
The utility bar remains at the bottom of the app while you move between records.
The delivered 8020CRM utility configuration defines RAIN, GetReal Support, Phone, To Do List, and Notes. The current example shows RAIN, GetReal Support, To Do List, and Notes; Phone visibility depends on the assigned and configured CTI experience. Your Salesforce administrator can add, remove, or reorder utilities, so a customized organization can also show other assigned utilities. Open the authoritative record and confirm context before calling, messaging, writing a note, or accepting a suggestion.
Utilities remain available as you move through the app. Close or minimize a utility when it hides record content, and verify record context before saving a note or taking an action.
Troubleshooting
The navigation looks different: Confirm the current app, device, and whether you are using a console or mobile experience.
A tab is missing: Check the App Launcher. If the item is not available there, ask an administrator to review your license, permission assignments, app assignment, and tab visibility.
A page section is missing: The active Lightning page can vary by app, record type, profile, device, and component visibility.
A dashboard is blank: Check dashboard folder access, source-record access, dashboard filters, and the selected time range.
Global Search did not find the record: Check spelling and object filters, then try a specific phone, email, address, or record name. Search returns only content you can access.
Phone or RAIN is blank: Confirm the utility's connection state, your assignment, and the required service setup before retrying.
Best practices
Confirm the current app before following a workflow.
Use Home for orientation and object tabs for accountable work.
Use a filtered list view for a population and Global Search for a known record.
Open the source record before changing Status, Stage, ownership, financials, or lifecycle milestones.
Treat notifications, dashboards, recent records, and RAIN items as pointers to the source record.
Verify the saved record before returning to your work list.
Comments