About this sample
End-user guide for a Salesforce CRM (customer relationship management) implementation, covering record creation for accounts, contacts, cases, and Chatter posts. Numbered task-based procedures with annotated screenshots and document conventions defined up front.
What it demonstrates
- Task-based, numbered procedures for creating Accounts, Contacts, Cases, and Chatter posts.
- Audience and scope defined up front, aimed at employees new to the Salesforce platform.
- A typographical-conventions section so readers can parse UI elements consistently.
- Annotated screenshots supporting each step.