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 Personalise the Tabs on your Home Page (Navigation Bar)

      Learning Objectives Learn how to add tabs on your Home Page without making changes for other users Remove some of the tabs on your Home Page Change the sequence of the tabs on your Home Page Editing the Tabs (Navigation Bar) on your Home Page Every ...
    • How to Contact Thynk Support

      Learning Objectives At the end of this lesson you will know…. What options exist to get help Support What information you need to gather from your users before contacting Thynk Support How to contact the Thynk Support team and what information needs ...
    • How to add Help Texts

      Learning Objectives At the end of this lesson you will know …. Why you would use help texts How to add help texts into Setup Adding Help Text If a field has help text, you will see an ‘i’ next to the field, and when you hover over it with your mouse, ...
    • How to Access Thynk University & Enroll in a Course

      Having a very customer centric focus here at Thynk, we feel strongly about being able to help our users, whether it’s through our customer success and support teams, our quarterly 'Thynk it Through' events with our customers together with our product ...
    • 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 ...