Navigation and Tabs in Salesforce

Navigation and Tabs in Salesforce


Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page.

Navigation help
     

  1. If you are looking for a specific record (account, or contact etc), you can search using the 'quick find box' - see above.
  2. Looking for some help? Feel free to check our support page
  3. You can personalise your settings by clicking on your 'Profile' 
  4. Select and access other apps within Salesforce by clicking on the box on top left (see screenshot)

    • Related Articles

    • How to Edit my Password?

      When logged in, you can choose to edit your password. Click on your personal profile on the top left of the screen Select Settings Select 'Change My Password' Follow the password instructions to chose a new password, and Save.  Need some more help? ...
    • 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 first click on the Contact object Create a new Contact record by clicking on '+ New Contact' ...
    • 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 create a New MYCE Quote?

      As Salesforce user, you can create MYCE Quote for each deal in progress.  Your MYCE Quotes will help you to manage more efficiently your business. If you have doubt about the MYCE Quote meaning, feel free to refer you to the What is a MYCE Quote ...
    • How to Create a New Account?

      In Salesforce, an account means a company. Create and/or add an account is therefore the addition of a new record in the Account object. Click on the arrow of the Account object  Click on '+ New Account' Fill in the fields of the account Save ...