How to create a New List View?
See your list of records with the filters you want by creating a list view. To create a new list view, it is more than simple: Click on the settings Select “New” Define the name of your list view Choose who might be able to see your list view: ...
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 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 to edit my Password?
When logged in, you can choose to edit your password. Click on your personal menu Select settings Select “Change My Password Follow the password instructions to chose a new password Save your changes before leaving the page Need some more help? Watch ...