AdvoLogix Help

Personal Setup Menu

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AdvoLogix system administrators can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts.  AdvoLogix system administrators can also customize search results, tagging, and user interface options for their organization.  In addition, every AdvoLogix user can customize various personal display options.

My Personal Information

The Personal Setup section contains setup and customization options to help each AdvoLogix User to personalize much of the AdvoLogix application for their use.

Expand the My Personal Information folder under Personal Setup to access the following options:

  • Advanced User Details  - 
  • Approver Settings
  • Authentication Settings for External Systems
  • Change My Password—Change your password.
  • Connections
  • Grant Login Access - To assist with support issues, you may grant your administrator or support personnel the ability to login as you and access your data.
  • Language & Time Zone
  • Login History
  • Personal Information Edit your user information,create quotas, view login history, and more.
  • Reset My Security Token—Reset the security token that you may need to log into Salesforce from outside your company's trusted network.
  • Security Central


  • My Groups—Add, update, or delete your personal groups.
  • Change My Display—Customize your display of tabs and related lists.

  • Calendar Sharing—Allow other users, personal and public groups, roles, or roles and subordinates to view your calendar.
  • Reminders—Set your personal preferences for activity reminders.
  • Record Type Selection

Display & Layout

  • Customize My Pages
  • My Social Accounts and Contacts - The Social Accounts and Contacts feature lets you view social network profiles and other social information for your accounts, contacts, and leads, directly in Salesforce. Easy access to this information provides your sales users with social sales intelligence that they can use to better meet existing and potential customers’ needs.
  • Record Page Settings
  • Set Default Record Types - Set your preferences for automatic selection of default record types.

Email

Expand the Email folder under Personal Setup to access the following options:

  • My Email Settings—Set your outbound email settings.
  • My Templates—Create and edit your own email templates.
  • My Stay-in-Touch Settings—Set your preferences for emails requesting contact information updates.
  • My Mass Emails—View the status of my Mass Emails

Import

Expand the Import folder under Personal Setup to access the following options:

  • Import My Accounts & Contacts—Import accounts and contacts that you own.

Desktop Integration

Expand the Desktop Integration folder under Personal Setup to access the following options:

  • Check for Updates—See what desktop client versions you have and install update.
  • Salesforce for Outlook—Install Salesforce for Outlook to integrate your data with Microsoft® Outlook.
  • Force.com Connect Offline—Install Connect Offline to work remotely when you are not online.
  • Chatter Desktop—Chatter Desktop is a free desktop application that lets you collaborate in Chatter without a browser. Use Chatter Desktop to post and comment in Chatter, and receive updates about the people, records, and files you follow and your groups. Chatter Desktop also displays Chatter updates in popup notifications.

My Chatter Settings

Chatter Desktop is enabled for most organizations, but administrators can control access to Chatter Desktop as follows:

Expand the My Chatter Settings folder under Personal Setup to access the following options.

  • My Feeds
    • Automatically follow records you created
    • Receive approval request as private Chatter posts
  • Chatter Email Settings - Configure when and how frequently you want Chatter to send you emails

My Social Accounts and Contacts Settings

The Social Accounts and Contacts feature lets you view social network profiles and other social information for your accounts, contacts, and leads, directly in Salesforce. Easy access to this information provides your sales users with social sales intelligence that they can use to better meet existing and potential customers’ needs.

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