Speed up Access to Setup Tasks by Marking Them as Favorites

Keep a list of your setup tasks in the Favorites and Recent Items menu (the star icon in the toolbar) , so you can access them with one click. To add a task to the list, you must follow the exact navigation path in this procedure. You must open the task by going to Offerings first.

  1. In the Navigator, click My Enterprise > Offerings.
  2. Click the Sales offering.
  3. Click View Features.
  4. On the Opt In: Sales page, click Setup for Sales, the topmost row.
  5. Find and open the task you want to mark as favorite.
  6. With the task open, click Favorites and Recent Items (the star icon) at the top of the page.
  7. In the Favorites and Recent Items window, click Add to Favorites.
  8. In the Add to Favorites dialog box, you have the option of creating a folder, or just click Save and Close.
  9. You can cancel out of the task and open another task to add to favorites in the same way.

Results:

You can now open the tasks you added as favorites from the Favorites and Recent Items (star icon) menu.