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James Williams 23 Account settings not there
I am at https://trailhead.salesforce.com/modules/admin_intro_accounts_contacts/units/admin_intro_accounts_contacts_relationships and cannot get past the first part of instructions. It says to type Account Settings in the Quick Find box, and then select Account Settings. But I when I type that in Quick Find, I get 0 results. I assume this a permissions thing, but I have no idea how to change the permissions to allow me to see Acount Settings. For the record, I am doing this on my own. I do not have a company admin or anyone to ask. Just an unemployed IT guy trying to learn the basics of Salesforce.
I have few question in order to fix this:
1.Could you please help me with how you are completing your trailhead module.
a. By log In to Salesforce .
b. By Trailhead Playground.
2.What is your Profile when you logged in to salesforce.
Navigation to check Profile: Under Qick find box type User ->Click on User-> Under profile coloumn check your Role.
Thank You
Akashdeep:
I must confess I don't understand your first question. I thought Trailhead and Salesforce were the same. I sign into what I believe to be Salesforce and it takes me to Trailhead. At any rate, see the URL I provided in the original post. Keep in mind that I know very little of Salesforce so the terms are not familiar.
That said, I figured it out. When I typed "Account Settings" in the Quick box, I didn't notice the answers were populating right below that spot. I simply hit the Enter key, because it's a search box, so I was looking for results of a search. I now realize that's not the way it works. I see Account Settings in that little tree under the box and all is good. Thanks.
Great you figured it out.
If you have any question understanding the salesforce let me know. I would be happy to help you.
Thank You