If you come across a page that’s unfamiliar to you, you can ask Salesforce for more information.
Get Help for a 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.
Search for Help
Salesforce has an excellent knowledge base of articles you can search through when you don’t know how to do something.
- Click the Help & Training link.
- Type what you want to search for.
- Select a help topic.
A help window appears.
Salesforce displays the help article.