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 ...
How to Create a New List View?
See your list of records with the filters you want by creating a List View. It is very simple to create a new List View. First click on 'Accounts' on your menu on the top of screen. Click on the Settings icon (see below) Select “New” from the menu ...
How to Edit a List View?
As a salesforce user, you can create and edit your list views by adding or removing columns and specifying criteria. Go to the List View that's already been created, and click on the List View Settings Click on “Edit List Filters” to select the ...
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 ...
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? ...