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 ...
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 ...
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 ...
How to Use the Group Booking Feature
Learning Objectives At the end of this article you will know… How to add guest rooms on a Room Block Manager How to view and edit the blocked rooms How to read the availability of your hotel / room types Use-cases for this feature How to add guest ...