Launchpad Lesson 6 - App Setup

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Welcome back.

Do you remember back in the lesson on Salesforce structure when we discussed what an app was? Once again, an application, or app, in Salesforce is simply a collection of specific objects on your menu header. In this lesson, we'll show you how to customize the existing Sales app to suit your users.

As you expand Salesforce to other areas of your company, you can have many different apps based on the different groups of users you have. For example, Sales could have a different app than Service because they use different objects.

Unless users are in multiple roles, they'll tend to find the app that suits them and then stay there.

Let's look at the standard Sales app that comes with the system. It consists of the objects most typically used by sales reps. But this is what Salesforce has automatically put here.

If you look closely, we have a few objects that we're not going to want to use right away, like Groups, Forecasts, List Emails, and Quotes. I'm not saying that these can't be useful objects in your business, but we won't be covering any of them in this course.

Remember how I said in the prior lesson that it's always better to give your users only the items they're going to use? Let's modify this app to suit your needs as you launch Salesforce for the first time.

First, go to the Setup menu. In the Quick Find field, type App Manager and select it.

Here, you'll see the list of default apps in Salesforce. Find the Sales app with the developer name Lightning Sales. Click the dropdown arrow on the far right and select Edit.

From here, you're in the App Details and Branding area, where we can start making changes.

For the app name, we suggest renaming it using your company name plus the word Sales. For us, we'll call this app Rocket Shop Sales. You can enter whatever you like in the Description field. It's really just for administrative purposes.

For the image and primary color, if you don't add anything here, the app will use the branding we created in the earlier lesson. However, maybe your sales team uses a special logo, or you're running a contest with its own branding. You can brand the app as you see fit, either permanently or temporarily.

If you're not changing the theme of this app, leave the Org Theme options box unchecked. Now, click Save before you leave.

Next, click App Options.

This screen is where you decide whether you're going to use a console or a standard app. We'll be covering console apps in the next lesson, so for now, choose Standard.

You can also decide whether this app is for desktop and phone or just desktop. For our purposes today, we're going to leave this as is.

Now, go to Navigation Items. Here, we can decide which items we want to display across the top of Salesforce and in what order.

Here are our recommendations for your sales users.

Home is always first. Then, I like to put our sales objects next. I prefer Leads and Opportunities, followed by Accounts and then Contacts.

Next, I add the two activity objects: Tasks and Calendar.

Then, the two reporting objects: Dashboards and Reports.

Finally, I add Chatter.

This order is entirely up to you. In fact, your users will be able to change it to suit their own preferences.

I would remove all the other items. They'll still be available to your sales users; they just won't be displayed in the menu header for this app.

Once these are set, click Save.

Now, select User Profiles.

This area allows you to assign apps to profiles in the system. In the previous lesson, we worked on profiles. To keep things as clean as possible for new users, I would remove this app from any profile that doesn't need to see it.

We'll remove all profiles from the selected list except for the Sales User, Sales Manager, and System Administrator profiles.

Now, click Save.

All right, let's have a look at what we did.

You can see that the Rocket Shop Sales app now has a new layout for its menu headers. Nice and clean, huh?

There's nothing here that your users won't need for now.

Remember what I said a little while ago? Your users can still customize their own menus however they want. They can simply drag and drop their objects around.

If they want to display other objects, they can click on the pencil icon, find the desired object, and add it to the menu header.

That's good. We want users to feel empowered.

Bingo! Now that we have our standard Sales app set up, it'll be easier for your sales users to identify it and work in Salesforce with the objects they need.

In the next lesson, we're going to look at a slightly different sales app called the Console.