The document provides a guided tour of the Salesforce Lightning menu, detailing icons such as the home, opportunities, leads, tasks, files, accounts, contacts, dashboard, reports, feeds, groups, calendar, and people. It highlights the functions of each icon, including managing prospects, scheduling, and data reporting. Users can install the guideme.io plugin or ask their IT administrator to facilitate access to the tour.

1. Let's explore Salesforce
Lightning Menu
via a Guided Tour

2. Install Guideme.io plug-in
• To play the tour visit Guideme.io and install
the chrome plug-in
OR
• Ask your IT administrator to install the
Guideme.IO js file

3. 1. Menu Icon
Menu collapses and expands a list of all icons
along with their names

4. 2. Home Icon
A view of what’s important for you to focus on
today

5. 3. Opportunities Icon
Opportunities are qualified leads that you’ve
converted. When you convert the Lead, you create an
Account and Contact along with the Opportunity

6. 4. Leads Icon
Leads are potential prospects. You haven’t yet
qualified that they are ready to buy or what
product they need

7. 5. Tasks Icon
You can view your whole list of tasks, alongside a
detailed view of any task you select

8. 6. Files Icon
Salesforce Files reinvents file sharing for the enterprise, placing
documents, videos, or presentations into the center of sales,
service, and marketing processes. Files are accessible from
anywhere, and always updated to the most recent version

9. 7. Accounts Icon
Accounts are the companies you’re doing business
with. You can also do business with individual people
using something called Person Account

10. 8. Contacts Icon
Contacts are the people who work at an Account

11. 9. Dashboard Icon
Your utility for summarizing and displaying your
Salesforce data in a graphical layout

12. 10. Reports Icon
Your business has questions. Your Salesforce data has
the answers. When you get asked to build a report,
the request typically comes in the form of a question.

13. 11. Feeds Icon
Chatter feeds show you posts and comments you
and other people make, as well as record updates
across your Salesforce organization

14. 12. Groups Icon
A group consists of a set of users. A group can contain individual
users, other groups, or the users in a particular role or territory.
It can also contain the users in a particular role or territory plus
all the users below that role or territory in the hierarchy

15. 13. Calendar Icon
Use Salesforce to schedule meetings and
presentations with colleagues, customers, and
prospects

16. 14. People Icon
The People icon display a list of the users in your
organization

17. Install Guideme.io plug-in
• To Play the tour visit Guideme.io and install
the chrome plug-in
OR
• Ask your IT administrator to install the
Guideme.IO js file