You can navigate between FinancialForce applications and pages, and select various options, using the same standard text and button links used in Salesforce. On individual pages, you can also edit or update information using standard text fields, drop-down lists, and popup menus. See the Salesforce Help for more information.
To activate an application, switch between them, or return to Salesforce, select the appropriate option from the application selection box at the top-right of the page.
There are two methods of finding your way around a FinancialForce application:
Using Tabs
When you first log in to a FinancialForce application, you will see the tabs that are set for your profile. If the tab that you need is not displayed, click the right-most tab to view all tabs available to you. This may be displayed as a plus sign or a right arrow depending on your org settings.
Using the All Tabs page, you can:
Using Launchpads
Launchpads are an alternative, process-led method of finding the right place to begin your task. See What are Launchpads? for more information.
The sidebar column that appears on the left side of most FinancialForce pages provides convenient access to useful links and commands, including:
The options in your sidebar may vary if your administrator has customized your home page layout. See the Salesforce Help for more information.
If your administrator has enabled the collapsible sidebar (by clicking Setup | Customize | User Interface | Enable Collapsible Sidebar) you can expand and collapse the sidebar. When collapsed, your work area in the browser window is maximized. Click the edge of the sidebar or press ALT+S to expand or collapse the sidebar as required.
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