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Workshop 1 - Coggle Diagram
Workshop 1
Navigation
Person Banner
Left Panel
Quick Links
Feed View and Detail View
Action Buttons
Related Lists
Training Environment
https://test.salesforce.com
cdp.cw122@facs.trn1a
Password: Welcome07
Merge Duplicate Person
Search for the Person and determine
Into record and click the Feed button
Admin Request
Searching and Adding People
Global - search for anything except for Secured persons. Search for addresses, telephone numbers, assessments
Search Person - enter all details available to search
Add Person
Search, search, search
Select Role
Add Name and Address Details and Save
Relationships
Start from the Child Record
Person Relationship and add
Knowledge and History button
Button right hand corner