Fortunately, Salesforce has made their platform user-friendly and easy to learn. Through Salesforce Trailhead<\/a>, users can access a library of courses on a range of topics, organized by premade \u201ctrails,\u201d or they can build their own custom trail. Even though we encourage our customers to build their knowledge of Salesforce over time, we have also created a trail mix for beginners, with a focus on how our platforms intersect:<\/p>\n This trail mix is a primer for using accounts and contacts, managing users, and overseeing reports and dashboards.<\/p>\n Not only do accounts and contacts underpin Salesforce\u2019s Customer Relationship Management (CRM) software, they are critical to many of our inspections customers. Typically, they use the \u201caccount object\u201d as the focal point of their programs and \u201caccount hierarchies\u201d as a vital element in their inspection process.<\/p>\n For example, \u201caccounts\u201d can be used to represent the properties \uf0e0 buildings \uf0e0 units that are part of a complex property inspection, making the information easy to work with and conceptually clear. Contacts are the people<\/em>who are associated with each account. Through this unique combination, our clients can leverage Salesforce for people-centric inspections and compliance programs.<\/p>\n To see more examples of how our customers have used account hierarchies, read our post: Leveraging Salesforce Account Hierarchies to Support Inspections in ExAM<\/a>.<\/p>\n As a new Salesforce and ExAM customer, you will need to understand basic user management tasks, like creating and editing users, resetting passwords, granting permissions, and configuring access to data. This trail mix explains how you can add users to your Salesforce org.<\/p>\n But first, you need to know what constitutes a user<\/em>. Essentially, a user is anyone who logs in to Salesforce and needs access to your organization\u2019s records (e.g., employees).<\/p>\n ExAM has helped transform data collection for Federal, State, Local and private sector organizations and of course that data often needs to be turned into reports and dashboards in order to support decision making. Amplifying our efforts, Salesforce offers a user-friendly and highly configurable set of resources to create dashboards and reports.<\/p>\n Bearing that in mind, this module helps new users to:<\/p>\nExAM Customer Trail Mix 101<\/strong><\/h2>\n
Accounts and Contacts for Lightning Experience<\/a><\/u><\/h4>\n
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<\/picture>User Management<\/a><\/strong><\/h4>\n
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<\/picture>Reports & Dashboards for Lightning Experience<\/a><\/strong><\/h4>\n
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