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Salesforce For Dummies, 8th Edition
book

Salesforce For Dummies, 8th Edition

by Liz Kao, Jon Paz
May 2024
Intermediate to advanced content levelIntermediate to advanced
416 pages
10h 1m
English
For Dummies
Content preview from Salesforce For Dummies, 8th Edition

Chapter 4

Personalizing Salesforce

IN THIS CHAPTER

Bullet Updating your profile

Bullet Learning about the Settings menu

Bullet Changing your personal settings

Bullet Configuring Salesforce for your mobile device

Bullet Adding your contacts to Salesforce

Bullet 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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Publisher Resources

ISBN: 9781394231669Purchase Link