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How to Get Help in Salesforce

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.
    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.

  1. Point to the ? icon next to a field to view information about it.
    Get Help for a Field

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.
  2. Search for Help

    A help window appears.

  3. Type what you want to search for.
  4. Select a help topic.
    Search for Help

Salesforce displays the help article.