March 2015
Intermediate to advanced
384 pages
7h 56m
English
Content preview from Salesforce® Service Cloud® For Dummies®
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Chapter 3
Personalizing Service Cloud
In This Chapter
Understanding My Settings
Customizing the Personal section
Working remotely and offline
Updating Chatter settings
One of the best parts of getting a new gadget is making it your own. When you’ve changed things around to best fit your preferences and personal patterns, the gadget really feels like you own it!
Salesforce was built to be customizable, so you can play around with features so they make more sense for you. You can modify what you want to see so that your system is yours and aligns with the way you do business and manage your day.
In this chapter, we make sure you understand the My Settings menu and options for customization so that you make the most of Service Cloud. Then, we discuss how you can customize your personal display to show exactly what you want to see. Finally, we show you how you can work with Salesforce at any time and from anywhere.
Understanding the My Settings Page
The My Settings page is the first section in a long list of customization tools Salesforce provides its users. The general Setup menu ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.