Access to Thynk Release Notes
There are several types of activities that you need to track such as appointments, tasks, calling a customer or emailing a contract. Objectives: Learn how to log a call and send emails Discover how to manage appointments and tasks Overview There ...
How to build a Dashboard?
Objectives Get familiar with dashboard feature and terminology Create a dashboard with the Dashboard Builder What is a dashboard? Reports make it easy to access and visualise data to make it insightful and actionable. Dashboard take it one step ...
What is an Object ?
Salesforce offer you the opportunity to navigate easily between different fields to manage efficiently your business. What is an Object? The objects are each category that you can find on the menu, which is the base of the website. For example, ...
What is a Record ?
As Salesforce’s user, you may be able to create and edit your records. Each section within the objects will be called a record. If you want to add a new company, in the “Account” object, you will get a new account record. Create a new record To ...