Popular Articles
Kanban
Thanks to the Kanban view, discover a visual summary for a selection of records.It will help you to work efficiently and keep your deals moving forward. What is a Kanban? A Kanban is a visual system managing your work in the course, gathering your ...
Where To Look up Information on Accounts, Contacts, Bookings
Learning Objectives At the end of this lesson you will know where to… Look up an account, or contact in Thynk Find information on a booking or booking event in Thynk Finding Information on Accounts, or Contacts, or Bookings If someone in your team ...
Navigation and Tabs in Salesforce
Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page. If you are looking for a specific record (account, or contact etc), you can search using the 'quick find box' - see above. Looking for some help? Feel ...
How to Change List Views
Learning Objectives You will learn how to... Change the way your lists appear on the Home Page Create a new list view by cloning an existing list view Add filters to your list view Add fields/columns on your list view Changing List Views When you log ...
Navigation Menu and Components
Navigation Menu and Components This article is created to provide a quick overview of the navigation menu and its components. Some users may call this the 'home page'. Customizable Brand Logo - your company logo should appear here. App Launcher - The ...