Pavilion

Learn how Pavilion uses Salesforce to support inventory, sales, customers, reporting, and business operations.

How does Pavilion work with Salesforce?

Learn common Pavilion terms, including apps, tabs, records, fields, list views, filters, the App Launcher, and the Utility Bar.

What do common Pavilion terms mean?

Learn how to use the App Launcher to find Pavilion apps, tabs, and tools.

How do I use the App Launcher in Pavilion?

Learn how to use the App Launcher to switch between the Pavilion B2C and Pavilion B2B apps.

How do I switch between Pavilion B2C and Pavilion B2B?

Learn how to use the top navigation tabs to move between common Pavilion B2C and Pavilion B2B work areas.

How do I use the top navigation tabs?

Learn how to use the Utility Bar to access persistent tools like POS and Tag Printer from the bottom of the Pavilion screen.

How do I access POS and Tag Printer from the Utility Bar?

Learn how to use the App Launcher to find tabs, apps, and tools that do not appear in your top navigation menu.

How do I view hidden tabs?

Learn how to find and open customers, inventory items, jobs, sales, and other information in Pavilion.

How do I find and view information in Pavilion?

Learn how to use Search to find customers, inventory items, jobs, sales, and other information in Pavilion.

How do I search for information in Pavilion?

List views help you find, sort, and filter information in Pavilion. 
Use this article to learn how to open, switch, pin, and filter list views.

How do I use list views in Pavilion?

Use List View Controls to create, clone, customize, filter, and delete list views in Pavilion.

How do I create or edit a list view in Pavilion?

Learn what to check when information does not appear in Pavilion, including list views, filters, tabs, apps, and permissions.

Why can’t I find information in Pavilion?

Pavilion basics and tips to get you started.

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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