Web CRM in Salesforce

Watch a recorded CRM flow inside Salesforce on desktop web. Every screen and interaction is captured step by step — see exactly how Salesforce designs the CRM experience for web users.

Business, CRM

Salesforce is a leading customer relationship management (CRM) platform designed to streamline business operations across sales, service, marketing, and commerce. It offers an integrated suite of tools, including AI-powered solutions and real-time data analytics, that enable businesses to foster stronger customer relationships and enhance productivity. With features like customizable dashboards and the Customer 360 view, Salesforce connects teams, providing a comprehensive and collaborative approach to managing customer journeys.

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  • Web
Showing 25 Flows
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In this video
  • Home
  • Contacts
  • List Display
  • Kanban settings
  • Kanban board
  • Action menu
  • Refresh
  • List Display
  • Table
  • Filter
  • No search results
  • Filtered results
  • Account details
  • Action menu
  • Loading
  • Set availability
  • Set time
  • Add times
  • Delete
  • Save changes
  • Changes saved
  • Meeting details
  • Saved
  • Contacts
  • Contact details
  • Action menu
  • Opportunities
  • Set date
  • Set status
  • Forecast
  • Save
  • Changes saved
  • Cases
  • Create new
  • Set status
  • Error
  • Saved
  • Contacts
  • New
  • Create contact
  • Enter name
  • Saving
  • Contact created
  • Files
  • Select file
  • Upload file
  • Select file
  • Uploading
  • File uploaded
  • Changes saved
  • Opportunities
  • Account details
  • Edit details
  • Add address
  • Changes saved
  • Leads
  • Edit list
  • Lead details
  • Set status
  • Status updated
  • Contacts
  • Action menu
  • Confirm delete
  • Deleted
  • Contact details
  • Task
  • Create task
  • Set due date
  • Error
  • Task created
  • Marked as done
  • Activities
CRM 82 Screens
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Home
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Contacts
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List Display
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Kanban settings
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Kanban board
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Action menu
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Refresh
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List Display
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Table
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Filter
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No search results
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Filtered results
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Account details
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Action menu
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Loading
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Set availability
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Set time
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Add times
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Delete
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Save changes
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Changes saved
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Meeting details
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Saved
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Contacts
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Contact details
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Action menu
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Opportunities
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Set date
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Set status
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Forecast
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Save
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Changes saved
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Cases
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Create new
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Set status
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Error
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Saved
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Contacts
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New
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Create contact
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Enter name
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Saving
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Contact created
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Files
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Select file
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Upload file
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Select file
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Uploading
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File uploaded
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Changes saved
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Opportunities
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Account details
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Edit details
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Add address
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Changes saved
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Leads
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Edit list
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Lead details
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Set status
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Status updated
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Contacts
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Action menu
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Confirm delete
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Deleted
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Contact details
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Task
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Create task
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Set due date
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Error
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Task created
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Marked as done
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Activities
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Salesforce Flows

  • Home
  • Contacts
  • List Display
  • Kanban settings
  • Kanban board
  • Action menu
  • Refresh
  • List Display
  • Table
  • Filter
  • No search results
  • Filtered results
  • Account details
  • Action menu
  • Loading
  • Set availability
  • Set time
  • Add times
  • Delete
  • Save changes
  • Changes saved
  • Meeting details
  • Saved
  • Contacts
  • Contact details
  • Action menu
  • Opportunities
  • Set date
  • Set status
  • Forecast
  • Save
  • Changes saved
  • Cases
  • Create new
  • Set status
  • Error
  • Saved
  • Contacts
  • New
  • Create contact
  • Enter name
  • Saving
  • Contact created
  • Files
  • Select file
  • Upload file
  • Select file
  • Uploading
  • File uploaded
  • Changes saved
  • Opportunities
  • Account details
  • Edit details
  • Add address
  • Changes saved
  • Leads
  • Edit list
  • Lead details
  • Set status
  • Status updated
  • Contacts
  • Action menu
  • Confirm delete
  • Deleted
  • Contact details
  • Task
  • Create task
  • Set due date
  • Error
  • Task created
  • Marked as done
  • Activities

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Salesforce CRM Flow on Web — Full Sequence

This recording documents the CRM flow inside Salesforce's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific CRM Design Considerations

CRM on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Salesforce's approach to CRM on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for CRM Research on the Web

For growth teams, designers, and PMs researching CRM patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Salesforce specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Salesforce CRM flow cover?

The recording captures the full CRM sequence inside Salesforce on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Salesforce's web CRM differ from its mobile versions?

Web CRM flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Salesforce also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see CRM flows from other web products?

Yes. The web CRM flows category gathers the same flow type from many different web products, so you can compare Salesforce's approach against competitors and alternatives.

How up to date is the Salesforce CRM recording?

Recordings are refreshed when Salesforce ships notable redesigns, so the CRM flow reflects the current web experience.