Summary  
This chapter covers how to configure and customize user interface components—such as navigation menus and dashboard widgets—and how to create, link, and filter data records for task management within an application.  

General domain of usage  
Customer relationship management (CRM) systems

**Dashboard & report** tools streamline your workflow and ensure you can **stay organized** while managing your **daily responsibilities**.  

What is the primary purpose of adding tabs to the navigation bar?

How can you create a task directly from a record in Salesforce?

This tailored beginner course introduces essential CRM (Salesforce) skills for project management. It focuses on tracking client interactions, managing leads, using communication tools, and leveraging analytics to support project delivery. Learners will gain practical experience with core CRM features to streamline project workflows and enhance client relationships.

Optimizing Salesforce Dashboards & Task Management

1. What is the primary purpose of adding tabs to the navigation bar?

2. How can you create a task directly from a record in Salesforce?

Optimizing Salesforce Dashboards & Task Management

1. What is the primary purpose of adding tabs to the navigation bar?

2. How can you create a task directly from a record in Salesforce?