Chapter 3

Personalizing Service Cloud

In This Chapter

arrow Understanding My Settings

arrow Customizing the Personal section

arrow Working remotely and offline

arrow 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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