Change Your Password After you log in, you can change your password for better security. If you lost your password, click the Forgot Your Password link on the login page to reset your password via email.
Change Your Security Question If you forget your password and need to reset it, you’re sometimes required to verify your identity by answering a security question that you previously chose. You can change the security question and answer on the Change My Password page in your personal settings.
Edit Your Email Settings Edit outgoing email settings to specify the name that appears as well as an optional signature. You can also specify a return address, and opt to automatically send BCC emails to yourself at the return address.
Set Record Type Preferences Set an option to automatically insert your default record type when creating new records. Using this setting, you can bypass the page prompting you to select a record type. If you have several different record types available to you, you may prefer to be prompted to select a record type every time you create a new record.
Update Your Contact Information Update your contact information at any time on your profile page. Your contact information is visible to everybody in your company.
Add Tabs for Frequently Used Items The Salesforce Classic user interface is composed of tabs that serve as starting points for viewing, adding, and editing information for an object. Different apps can have different sets of tabs. Add tabs for items you use frequently in any app.
Salesforce Pages Salesforce apps are made up of tabs and pages. Standard objects such as Accounts, Contacts, and Leads, and other features such as Chatter typically have tabs, and from a tab, you navigate through pages to interact with the features you’re using. For example, if you want to create an account record, you’ll click the Accounts Tab, and land on the Accounts Home page.
The Home Tab From the Home tab, you can create a Chatter post , view dashboard snapshots, view your tasks and calendar, and search the feed ().
Troubleshoot Login Issues Can’t log in? Forgot your username or password, or you’re locked out from too many login attempts? To resolve login problems, try these solutions.