Summary  
This chapter explains how to organize and manage items using a directory-style folder hierarchy and metadata-driven collections, including creating, moving, and filtering resources within an interface.

General domain of usage  
Business analytics

This interface looks quite different from other parts of Salesforce, so let's break it down piece by piece.
To access analytics, follow these steps:
1. From the **Salesforce homepage**, click on **Sales**;
2. Click on the **Analytics** tab.

Once inside, you'll notice that this section has a directory-style layout instead of the familiar column-based format used in other areas.


Now that you are familiar with the Analytics Interface, you know how to:
- Navigate the Analytics homepage;
- Create and manage folders;
- Move reports into folders;
- Understand the difference between folders and collections;
- Use filters to organize and search for reports.

What is the key difference between folders and collections in Salesforce Analytics?

What happens when you move a report into a folder?

This is an introductory class for beginners who haven't used a CRM before but will need to use Salesforce as a core part of their job. Jobs include business analysts, marketers, PR, content writers,  and all who can be required to work with salesforce in different capacities (one marketer might focus on qualifying leads, one might be interested in closing opportunities, one might be managing the email schedule). As it turns out, more and more of these jobs require knowledge of Salesforce (or other CRMs), and it's a barrier to getting hired.

You'll get crystal clear on why Salesforce is such a game-changer for businesses by diving into a relatable real-world scenario. Through the story of EcoMarket Deliveries, you'll explore the common pain points businesses face without a structured CRM system—from disorganized data to missed opportunities—and discover exactly how Salesforce solves these challenges with powerful, streamlined solutions.

Learn to navigate and customize the Salesforce interface while mastering key concepts like leads, opportunities, accounts, and contacts. Tackle real-world challenges with EcoMarket Deliveries, from adding new leads manually to bulk importing them efficiently. Gain practical skills to qualify and convert leads, moving them through the sales funnel to drive business success.

Learn to turn prospects into customers using EcoMarket strategies, understand what opportunities signify, and get hands-on with creating and editing opportunity records. Explore sales stages for revenue forecasting and discover how to associate products or services with deals to enhance your sales workflow.

Learn to set up Salesforce Service Cloud, manage cases, and leverage the Knowledge Panel for enhanced customer support.

Discover how to segment emails, apply advanced filters, and automate communications using Merge Mail. Improve response times and maintain consistency in messaging with Salesforce's built-in email optimization features.

Master Salesforce reporting and analytics by creating reports, dashboards, and leveraging data insights.

Navigating the Salesforce Analytics Interface

1. What is the key difference between folders and collections in Salesforce Analytics?

2. What happens when you move a report into a folder?

Awesome!

Navigating the Salesforce Analytics Interface

1. What is the key difference between folders and collections in Salesforce Analytics?

2. What happens when you move a report into a folder?