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 ...
How to create a New List View?
See your list of records with the filters you want by creating a list view. Click on the settings Select “New” Define the name of your list view Choose who might be able to see your list view: only you, a group or everyone Do not forget to save ...
How to edit a List View?
As a salesforce user, you can create and customize your list views. You can customize your list view highlight specific criteria and information. Check our "Create a New List View" article to understand how to create one and be able to edit it ! ...
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 create a New Contact?
Enhance your contact fortfolio for a better business management. As Salesforce user, you can create new contacts, as much as you need. To create a contact first click on the Contact object Create a new Contact record by clicking on new Fill the ...