---
schema_version: "1"
id: 2bac87124071918296e3eab40298cd305d7c1524ea3b5dc06298e84b04372875
title: Tips for New Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/basics_intro_tips_new_users.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.basics_intro_tips_new_users.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b0a53fd47e71a7ca081bfbd5e3bd0214e71500b25a697708b96c077183a6361d
description: Some tips to help you become a fast, productive Salesforce user on day one.
products:
  - Salesforce Platform
  - Cross Cloud
release: "264"
---
# Tips for New Users

Some tips to help you become a fast, productive Salesforce user on day one.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: All Editions</td></tr></tbody></table>

- When you click an object to find your data, you don’t see a full list of your existing records. Salesforce keeps these records tucked out of view until you manually recall them, in case you want to choose a subset of the full list. Choose an option within View, and click **Go!**
    
    ![Example of the View options](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-basics-264-0-0-production-enus/d8bf6981-f8ef-4f16-bfbd-c42ed32044eb/basics/images/contact_page_picklist.png)
- Related lists are links featured at the bottom of object pages. Related lists provide quick access to other related objects. This feature adds much value, because it gives you fast access to information. It means less navigation and can speed up your workflow. In the Accounts object, your related lists can look something like this:
    
    ![Example of a related list](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-basics-264-0-0-production-enus/d8bf6981-f8ef-4f16-bfbd-c42ed32044eb/basics/images/related_list_ex.png)
    
    Salesforce delivers the application with some standard related lists, but administrators can also customize some related list items.
- Our help and training materials probably mention some features that your company hasn’t enabled, or that your permissions profile doesn’t allow you to access. To find out more about a feature, contact the Salesforce administrator at your company. Not sure who that is? Reach out to the person at your company who introduced you to Salesforce.
- Save your work! It’s easy to update the fields in a record and then navigate away from that screen without saving. Make a habit of seeking out the save button before clicking away through another page element.