The Header and Navigation Panel provide access to several useful features. If you’re a novice user, just
take a look at points 1, 2 and 3 below.
| 1 |
Navigation Panel: this has a series of Navigation Items (often called tabs)
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| 2 |
Search: a powerful Search engine that looks within the text of documents as well as all system records.
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| 3 | Favourites: Bookmark any page, record or report in the system by clicking on the star. Use the drop-down arrow to view you Favourites. |
| 4 | Global Actions: Quick access to create a Task, send an Email, etc. |
| 5 | Help: primarily help relating to generic Salesforce features |
| 6 | Setup: you may have access to view some system settings but only System Admin users and users with delegated User Administration rights can use this area |
| 7 |
Notifications: a list of current Tasks and Approval Requests; new Notifications are highlighted in red as soon as they are assigned to you |
| 8 | Your Profile: see Customising Your Profile and Personal Settings |
| 9 | Personalise Navigation: see this 3-minute Salesforce video for tips on how to Personalise your Navigation Bar. |
| 10 |
App Launcher: use to locate other modules and other custom objects that don’t appear as Navigation Items (e.g. Cost Centres, or Categories) by using Search Apps and Items. NOTE If your organisation has other Salesforce Apps, they are also listed here. |
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