Get Help

If you come across a page that’s unfamiliar to you, you can ask Salesforce for more information.

Get Help for a Page

1. Click Help for this Page.
   

Salesforce displays information about the current page.

Get Help for a Field

Sometimes you may notice a question mark icon next to some fields. Hovering your cursor over them will reveal more information about that field or page.

1. Point to the ? icon next to a field to view information about it.
   

Search for Help

Salesforce has an excellent knowledge base of articles you can search through when you don’t know how to do something.

1. Click the Help & Training link.


A help window appears.

2. Type what you want to search for.
3. Select a help topic.
   

Salesforce displays the help article.