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.
- In the Navigator, click .
- Click the Sales offering.
- Click View Features.
- On the Opt In: Sales page, click Setup for Sales, the topmost row.
- Find and open the task you want to mark as favorite.
- With the task open, click Favorites and Recent Items (the star icon) at the top of the page.
- In the Favorites and Recent Items window, click Add to Favorites.
- In the Add to Favorites dialog box, you have the option of creating a folder, or just click Save and Close.
- 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.