Part 1: Reports and List Views (Classic)

This video created in Salesforce Classic, a legacy version of the Salesforce we use today. While the interface may look different, the processes and fields shown in the video should apply to the newer version of Salesforce (referred to as Lightning). Please look out for other video resources available in the Intranet that are designed for Lightning.

Travis Johnston

Web Systems Architect

4135885930

tjohnston@collaborative.org

Salesforce on the Go!

When you download the app it will ask you to log in or to click on "Use a Custom Domain".

For the custom domain, enter collaborative. The URL should look like this, collaborative.my.salesforce.com

After proceeding to the next screen, you should see a blue login screen with the option to click the Google Login button. Log in using your Collaborative account and it should prompt you to Allow Access to Salesforce.

*If it at any point asks if you want to log into a Production or Sandbox environment, choose Production.