It’s happened to all of us: you get to the office, get your coffee, make a little small talk about what your coworker did last night, and then go to log in and get to work, absolutely sure that you’re using the correct Salesforce password. It doesn’t work, so you try it again. And again. Then you are locked out. Now you have to email your admin, maybe feeling embarrassed, frustrated, angry, or all three.
Here are a couple of tips that will lessen your desire to snap your keyboard in half.
Remember the Three Attempt Rule
Remember that you get three invalid login attempts before you’re locked out of Salesforce for an hour. There was a time when many more login attempts were allowed. Best practices have reduced attempts to three to provide a higher level of security. Personally, if I enter mine incorrectly twice, I click the “forgot password” link and reset it. Annoying, yes, but it beats being locked out for an hour if your admin happens to be busy.
Save Your Salesforce Password in a Password Vault
Use Lastpass! LastPass is an online password vault that’s easy to use. Simply remember one password to open your vault, and LastPass remembers the umpteen other passwords you have for websites, apps, portals, and platforms. It also periodically generates new, very secure passwords so you can stop using “I_heart_ForceMedic”.
You can even add the LastPass extension to your browser and access your vault directly from a login screen. Just click on the dot-and-cursor icon to the right to open LastPass in a new tab.
There is even a LastPass app for iPhone and Android! If you need to log in to something on your phone or iPad and don’t happen to have your trusty password sticky note with you, LastPass recognizes your face or fingerprint and logs you right in.
I was skeptical about using LastPass and avoided it for as long as I could. Now, I can’t even think of not having it. Plus, the time spent to get it up and running was far less than I had anticipated.
Believe me: LastPass is not paying me to write this. They just make an excellent product that helps me manage my Salesforce Password (and my other passwords) conveniently and securely. I agree that getting locked out of Salesforce is annoying and disruptive to work, but LastPass will help. And I doubt you’ll find anyone who uses it and doesn’t like it.
No More Lockouts!
We get it- stuff happens. Sometimes even the best of us forget a password or make a typo at login. But, with the failed attempt limit in mind and some help from a password vault, there’s no reason to ever get locked out of Salesforce again.
Would you like to customize your Salesforce Navigation bar to display just the tabs you actually use? Well, this blog post shows you step-by-step instructions on how to add, remove, and customize your tabs. Let’s go!
How to Customize Tabs in Salesforce.
An “App” in Salesforce is a list of tabs that are used for a particular set of users, or a team. Each App can, and almost always will, have different tabs. You can view or change Apps (some users won’t have access to more than one App) by clicking the dots in the upper left corner:
To customize your list of tabs, click the pencil at the right side of the Navigation bar:
Once clicked, a screen showing your current tabs is displayed:
You can removed any tab with an “X” to the right of it from your Navigation bar. Tabs without an “X” are defaults for the App. Your administrator sets these. Ask nicely and they can remove them.
To add a new tab(s), click the “Add More Items” button and then the “All” option on the left:
To choose one or more tabs you’d like to add, simply click the blue plus sign to the left of the label:
After saving your new settings, you can reorder tabs by clicking and dragging the 3 lines on the left to the desired location.
The new list and order of tabs show up after saving again. If there isn’t enough space to display all the tabs you’ve chosen, a “More” dropdown menu appears. The rest of your chosen tabs show when you click there.
There you have it! Use this tip to save time and increase productivity. It also reduces the frustration of scrolling through a long list of tabs you don’t actually use. If you’ve found this helpful and would like to get even more Salesforce support, reach out to us at ForceMedic Design!
The Salesforce navigation menu in Lightning Experience is much more than just a way to access pages. It’s loaded with shortcuts for creating records and jumping straight to specific pages from wherever you are. As a result, you’ll work faster and your manager will think you’re more awesome than you actually are. Or, perhaps you’re already that awesome and super-fast SF navigation will simply help them notice. In either case, we’ll take a closer look at two big time-saving shortcuts, right here.
Get Quicker in Salesforce Navigation Menu
Open in New Tab
See the down arrow icon next to many of your items? Click it and a menu with a bunch of reallyhelpful items pops up.
This menu shows Favorites, Recent records, Recent lists, and Open “[active record or view]” in New Tab. Favorites, Recent records, and Recent lists are self-explanatory, but what about Open in New Tab? Well, if you’re on a record when you click the dropdown, that record is listed within the Open in New Tab menu item. If you’re on a list view, that list view is within the Open in New Tab menu item. A new, temporary tab appears in your navigation menu when you click that item. This new tab looks a little different than the others, with an asterisk and in italics.
Temporary tabs stay in your navigation bar until you close them, switch apps, or log out of Salesforce.
My Favorites
Another feature of the Salesforce navigation menu is Favorites, which lets you jump to specific records, lists, groups, and pages. Favorites are similar to bookmarks in a web browser. You can access them by clicking the favorites star at the top of the page. It’s there to help you quickly navigate to things you use often, regardless of the browser or computer you’re using. Adding the page you’re on to your favorites is as simple as clicking the star.
Saved favorites are always just a click away in your personal favorites list.
Look for the highlighted star to indicate you are on a favorite page. Remove a page from the favorites list by clicking the highlighted star.
Organize your favorites list to keep it effective as it grows. You can edit the list to arrange favorites in an order that makes more sense and rename favorites so they’re memorable. For example, give an opportunity a short nickname or change an ongoing case from a number to a descriptive label. Don’t worry, you’re not changing the actual name of the record!
Faster Salesforce Navigation Today
There you go: two shortcuts that eliminate tons of clicking and scrolling and make frequently-used items much easier to find. With these tools under your belt you’ll be blazing through Salesforce tasks and catching the manager’s eye in no time!
