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Salesforce CRM Admin Cookbook by Paul Goodey

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Using Custom Links to open Training in a new window from the sidebar

In the Salesforce CRM application, there are various options for help and training.

Accessing the training area is done by the users by clicking on the Help link at the top of the page (which then opens in a new browser window). Users then need to look for the Training tab within the new page and then click on the tab.

All this takes a little time and can often be a challenge for less-experienced users of the application. By providing a direct shortcut link in the sidebar, all users will be able to open Training automatically in a new window with a single click, thus saving time and effort.

How to do it...

Carry out the following steps to create a link in the sidebar to open

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