O'Reilly logo

Salesforce.com® For Dummies®, 4th Edition by Matt Kaufman, Liz Kao, Tom Wong

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 3. Personalizing Your System

In This Chapter

  • Finding out about Personal Setup

  • Changing your personal settings

  • Working away from work

  • Adding your contacts to Salesforce

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 more effectively.

From the Personal Setup page, you can personalize your application to better suit the way you look at and manage your business. And if you capitalize on the tools available to you in Salesforce, you can give yourself an edge against the competition and your peers.

In this chapter, we describe how to modify your settings by using Personal Setup, change your display, and access Salesforce anytime, anywhere.

Using the Personal Setup Menu

Personal Setup, which you can access by clicking the Setup link when you log in to Salesforce, is a set of tools and options that you can use to set up and customize Salesforce according to your individual preferences. You can decide to show only certain tabs, synchronize your Salesforce data with Outlook, and work with Salesforce while you're not connected to the Internet.

Salesforce makes it easy for you to better personalize your system by providing all your setup tools in one area.

To locate and navigate your Personal Setup area, follow these steps.

  1. Click the Setup link at the top of any page.

    The Personal Setup page appears with an expandable sidebar, as shown in Figure 3-1. The body of the ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required