Slaesforce FAQ

how to get quick access menu in salesforce

by Dr. Hermina Cronin Published 3 years ago Updated 2 years ago
image

How to enable Quick Access Menu in Salesforce?

  1. Go to My Settings.
  2. Select Personal and Advanced User Details.
  3. Click "Edit".
  4. Enable "Force.com Quick Access Menu".

Full Answer

How do I turn on Quick Access menu in Salesforce?

How to enable Quick Access Menu in Salesforce?Go to My Settings.Select Personal and Advanced User Details.Click "Edit".Enable "Force.com Quick Access Menu".

Where is app menu in Salesforce?

The app menu is a dropdown in the upper-right corner of every page in Salesforce Classic. If enabled, the App Launcher is listed in the dropdown menu.

What is Quick Access menu?

The quick access menu has the ability to show frequently or recently used items on the computer. To change these settings, open the Start button at the bottom left of your screen, then choose File Explorer. At the top left of File Explorer, there is the Quick access menu.

How do I get to the app launcher in Salesforce?

To open the App Launcher, from the drop-down app menu at the upper-right corner of any Salesforce page, select App Launcher. In the App Launcher, click the tile for the app that you want.

How do I get to the app launcher?

How to open App Launcher. To open the App Launcher, on the left side of the navigation bar -> Click App Launcher icon.

How do I access quick access?

You can set a folder to show up in Quick access so it'll be easy to find. Just right-click it and select Pin to Quick access. Unpin it when you don't need it there anymore. If you want to see only your pinned folders, you can turn off recent files or frequent folders.

Why can't I see my Quick Access toolbar?

Use the down menu arrow on the toolbar and click or tap "Show below the Ribbon." Alternatively, you can right-click or press-and-hold any button on the ribbon or the toolbar to access the "Show Quick Access Toolbar below the Ribbon" option.

How do I find the Quick Access folder?

But there's an easier way in both Windows 10 and Windows 11 called Quick Access. Simply launch File Explorer, and the Quick Access section appears in the left sidebar. Here, you'll see frequently used folders and recently used files.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9