Using Favorites in Salesforce

 July 12, 2021

In this video, we show you how to use favorites in Salesforce. An often overlooked feature that can easily help you keep track of records that are high-touch and important. Like bookmarks in your browser, it allows you to conveniently access important records, lists, groups, dashboards, and other frequently used pages in Salesforce. You can have up to 200 favorites in Salesforce. Your favorites can consist of the following types of content:

  • Record home for standard and custom objects, including Visualforce overrides of these record views.
  • Lists
  • Dashboards
  • Reports
  • Report and dashboard folders
  • Chatter groups

Note: You can’t favorite things in setup pages, but you can still access your favorites from these areas.

For more educational videos be sure to subscribe to our Youtube channel. or subscribe to our blog to receive weekly updates on the Salesforce topics you want to hear about. If you still need assistance with your Salesforce org, feel free to reach out to us. We can provide a free consultation or discuss our Salesforce implementation and consultation services.

Daniel Gonzalez

Daniel Gonzalez

Regional Sales Manager

Over the last 7 years, Daniel has touched most roles in terms of Salesforce Implementations including being a customer, project manager, architect, app-builder, and solution designer. He's not only passionate about the technical side of Salesforce but also about educating clients on the best way to have a successful engagement with a partner. 

Related Articles

How to use Global Search in Salesforce

How to use Global Search in Salesforce

In this video, we show you how to use Salesforce Global Search. Global Search allows you to search for any records that are marked as searchable in your Salesforce org. You can choose to search the entire database, or you can filter by object in case your result set...

read more
Creating A Salesforce Object Calendar

Creating A Salesforce Object Calendar

In this video, we show you how to create a calendar view for any object in Salesforce. This is a feature that can easily help you keep track of high-priority items and tasks while filtering out excess information. Today we’re showing you how to create a calendar on a...

read more
Customize Your Salesforce Chatter Profile and User Detail

Customize Your Salesforce Chatter Profile and User Detail

In this video, we will show you how to customize your chatter profile. There are a few ways to navigate to your profile, check out this brief tutorial to learn how to customize your chatter profile in Salesforce. For more educational videos be sure to subscribe to our...

read more

We're an Austin-based, Salesforce implementation and consulting partner, specializing in custom Salesforce solutions, business analysis, custom development, training, implementations, and integrations.

info@roycon.com

(512) 318-2488

Copyright ©2021 Roycon | Privacy
600 Congress Ave 14th floor, Austin, TX 78701