Overview
Salesforce navigation is very smooth once you understand the basic rules. All pages are structured the same way and uses the same principles. |
Table of content
How to log into Salesforce ?
Convergence uses Single Sign On : no need for login and password. Just type the following URL in Google Chrome :
https://solvaysrm.my.salesforce.com
Then click on "Solvay Google"
If you connect for the first time, you will have to register your phone number.
An then, verify your identity by fill in the code you just received by text message.
General navigation
When you connect for the fist time, Convergence will look like this
Click on the left arrow to display the left side panel
The left side panel contains useful information and links
Help
Need help : a link to this Confluence user guide
Create request : open a ticket in Freshdesk if you need help
Supplier help : a link to a pdf to help suppliers
Tools
Single Buyer Portal : a link to this portal, directly in Convergence
QlikView : a link to your BI tool
Recent items : a link to the last objects you browse : last suppliers, last contacts, etc.
Recycle bin : a link to all object you deleted
On the top of any Convergence screen, you will find the same elements.
Logo of Convergence
Search bar to search in every object
Tabs to navigate between objects
Search function
Type any term in the search bar and click on "Search"
When you connect for the first time, feel free to close the salesforce ad which is displayed on every Convergence page. Just click on the cross on top right corner.
Results are displayed by object. In this example :
1 Account contains the word "Golf"
1 Activity (meaning a task) contains the word "Golf"
1 Team member contains the word "Golf"
and 3 Visit Minutes contain the word "Golf"
etc.
Record page
Mandatory field
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