Access to Thynk Release Notes
Start to work with Accounts and Contacts
Understanding Accounts and Contacts Objectives: Knowing the difference between an Account and a Contact and be able to define the terms. Know how to use: create and edit your Accounts and Contacts Develop your customer centric by building ...
How does the Navigation and Tabs work?
Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page. If you are looking to a specific record, as for instance a client name, you can search this specific record in the quick find box Looking for ...
How to set up an Account Hierarchy?
The account hierarchy allows to link accounts by determining “a parent account”. Once linked, it will be easier to navigate between the accounts. From your account page, have the access to your account hierarchy. From your account page Click on one ...
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, ...
How to create a New Contact?
Enhance your contact fortfolio for a better business management. As Salesforce user, you can create new contacts, as much as you need. To create a contact first click on the Contact object Create a new Contact record by clicking on new Fill the ...