How to change the Billing Address?
You are able to edit the billing address of your accounts and contacts when needed to increase your performance and develop your customer base. To change the billing address of a contact, note that you have to follow the same steps! To edit the ...
How to edit an Existing Contact?
As salesforce user, you might edit your contacts and their information when needed. Keeping updated contacts allows you to be more efficient while managing your business. Click on Contacts Select the contact record you wish to edit You are now able ...
How to edit a List View?
As a salesforce user, you can create and customize your list views. You can customize your list view to put forward specific criteria. When the list view is created click on the list view settings Click on “Edit a list filters” to select the ...
How to change my Email and Notification Preferences ?
Receive email & notification alerts on the real time to manage efficiently your business. You can choose to receive your notifications via email by setting your preferences. Click on the settings, in the menu below your name To edit your email ...
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 ...