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 ...
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 ...
Corporate Business Segments
Learning Objectives This article will teach you... The difference between 'Business Segment' and 'Corporate 'Business Segment' The purpose of 'Corporate 'Business Segment' How to create a 'Corporate 'Business Segment’ and a property-level 'Business ...
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, ...
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 ...