B1 - Salesforce terminology

Your Convergence application has several tabs. Each tab represents an object.

In Convergence, every underlined text is a link. In Convergence, links bring to a new page.

Buttons exemple : "Save", "Edit", "New Visit Minute".

Tooltips are help texts : just hover the sign "?" with your mouse and the help text will show.

Click on this dropdown menu and choose amongst listviews. Click on the "Go" button if needed.

Listviews display a list of records for a given object. In this example, the listview "0. All Accounts" shows all suppliers in Convergence.

Fields are used to store informations : this is where you read or write things... Fields in red are mandatory.

Click on the magnifier to fill in lookup fields. They are used to search in the Convergence database more easily. In the lookup field, searches can be done by name or with all fields.

The Convergence Quick Search is on top of any screen. Use it to search anywhere in Convergence.

When you click on any object (Account, RFI, Visit Minute...), a page is displayed. Object details is the first part of this page. The second part are all the related lists : see below.

Related list in Convergence are tables showing informations which are linked to the object. For example, the is a "Visit Minute" related list on an account page : it shows all the Visit minutes from this account.