Access to Thynk Release Notes
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 ...
Start to Work with Accounts and Contacts
Understanding Accounts and Contacts Develop your customer centric by building customer relationships and collect data to adapt your offer with customer expectation. Through the Thynk environment, gather all customer-useful data by using accounts and ...
How to Set up an Account Hierarchy?
The Account Hierarchy allows you to link subsidiary accounts to a head office, or “a parent account”. Once linked, it is easier to navigate between the accounts, and to report on total revenues. You access the Account Hierarchy from within the ...
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 ...