Viewing the FinancialForce Help from a Utility Bar

As long as your org is set up to use utility bars, you'll be able to access the FinancialForce Help from any page.

To view FinancialForce Help from within your org:

  1. Select a FinancialForce app from the App Launcher.
  2. Click the FinancialForce Help item on the utility bar.
  3. Click the link to access documentation relevant to the page you're viewing. Documentation for the current page is displayed.
Tip:

If documentation isn't available for the specific page, the FinancialForce Help home page is displayed. From here you can search for help with FinancialForce features.