O'Reilly logo

Salesforce CRM Admin Cookbook by Paul Goodey

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

Creating a Personal Setup link using the standard Custom Links on the sidebar

All users need to change their personal settings, from time to time, in the Salesforce CRM application. They may, for example, wish to edit their user information, change their password, or you may need them to grant login access to administrators, plus many other reasons.

Accessing the Personal Setup area is done by users clicking on their name, looking for the Setup link in the drop-down list, clicking on the Setup link, and then finally clicking on the Personal Setup link in the sidebar.

All this takes 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 access ...

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