How to Edit an Existing Contact
Keeping updated contacts allows you to be more effective managing
- On the Home Screen, click on 'Contacts'
- Select the 'Contact' record you
wish to edit
- Click on the pencil next to any of the fields to edit. Edit the fields and click on 'Save'.
Always Save your changes before leaving the page!
How to Create a New Contact
Enhance your contact portfolio to better leverage your database. As Salesforce user, you can create as many new contacts as you need. To create a contact, on the Home Page, click on the 'Contact object Create a new Contact record by clicking on '+ ...
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 ...
How to Edit your Password
To edit your password, you must be first logged in. Click on your personal profile on the top right of the home page Select 'Settings' Select 'Change My Password' Follow the password instructions to chose a new password, and 'Save'. Need some more ...
How to edit my Language & Time Zone?
As Salesforce user, you can customize you information, such as your language, country or currency, when needed. Click on settings Select Language & Time Zone Then you will be able to edit your: Time Zone, Locale, Language, Currency, Email Encoding ...
Edit Email and Notification Preferences
Receive email & notification alerts in real time to manage your business efficiently. You can choose to receive email notifications by setting your preferences. Click on 'View Profile' on top right, and click on 'Settings', in the window below your ...