Navigation and Pages
Personalizing your Navigation Bar
Personalizing your Navigation Bar Since everyone works differently THYNK allows you to customize your Home Page's Navigation Bar so it works for you. From the Navigation Menu > click on the pencil icon located on the far right of the navigation bar. ...
Navigation Menu and Components
Navigation Menu and Components This article is created to provide a quick overview of the navigation menu and its components. Some users may call this the 'home page'. Customizable Brand Logo - your company logo should appear here. App Launcher ...
Kanban
Thanks to the Kanban view, discover a visual summary for a selection of records.It will help you to work efficiently and keep your deals moving forward. What is a Kanban? A Kanban is a visual system managing your work in the course, gathering your ...
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. On the Home Page, click on 'Accounts' and a list of 'Views' will appear. Here click on the List View that has been created but you ...
List Views
See a list of your records based on your own filters by creating a List View. A List View is a simple and very effective tool of Salesforce, which allows you to create a list of accounts, contacts, bookings, etc. yourself without having to create a ...
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 ...