Chapter 4
Personalizing Salesforce
IN THIS CHAPTER
Updating your profile
Learning about the Settings menu
Changing your personal settings
Configuring Salesforce for your mobile device
Adding your contacts to Salesforce
Working with Salesforce on the go
Salesforce was built by salespeople for salespeople. The tool had to be simple to use, relevant to the business of selling, and customizable so that you could use it to do your job (the way you do it) more effectively.
In the previous chapter, we introduced the Lightning Experience (or LEX or Lightning). Personalizing Salesforce has changed somewhat from the previous Classic interface. If your organization is still using Salesforce.
Your profile page captures information that you want your colleagues to see about yourself, to improve collaboration across your company. Think of it as a directory listing for everyone who works in Salesforce. ...
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