From the course: Salesforce for Small Business
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Exploring the stream view - Salesforce Tutorial
From the course: Salesforce for Small Business
Exploring the stream view
- [Instructor] Thus far, we've looked at our list in the grid view to get an overview of all of our opportunities. But now let's explore the more detailed stream view. You access the stream view by clicking on the stream icon that looks like two conversation bubbles. The stream view is where you want to go when you're working on a particular account or with a particular contact. The view is broken into three columns. The first column lets you quickly switch between records in your list. The middle column starts with the basic information about the record including the contact or account information. Clicking on contacts will pop open a contact card that gives you quick access to each of your contacts, including their email address and phone numbers. If you hover over the contact an additional detailed contact card will appear giving you even more information. If you click on the contact's email account it will automatically open a new email message addressed to that person. And if you…