Hi everyone! It's Stephanie from Guiding Force
Consulting and today I want to show you how you can utilize your Salesforce home page as extra
real estate to engage your users, help them be more productive, and also make their experience
better by giving them the information they need right at their fingertips when they first log
in. So we're going to dive into my demo org, all fake information in there, and I want to show
you how you can edit your home page in less than five minutes. So let
's dive in. All right so
what we have here is the home page in my demo org and I want to show you how you can change
the components on this and if you don't have a home page listed right here in your tab, let us
know and we can help you figure out how to get that added. It's usually pretty simple and just
a couple of setting changes in your setup area. But once you're on a home page, you're going to
click on the gear icon in the top right corner and then you're going to go to "edit page" wh
ich
is at the bottom of that drop down list. This is going to open up all of the formatting options you
have for adding and changing different components on the home page. So the first thing we have here
is one of our dashboards. We have a dashboard with two charts on it and we can change that dashboard
by clicking on this down arrow and selecting the one that we want to use. You can set component
visibility so you can add in filters. For example, if you want to filter by the user - so who
gets
to see this dashboard - or by the permission. So this comes in handy when you want to show a
dashboard for a specific department but perhaps the whole organization doesn't need to see it,
or not everyone on the team needs to see it. So one use case that I had is senior leadership
wanted to see dashboards with patient information and fundraising. So we made them a dashboard
that showed both but when other people logged in that were not on senior leadership they only
saw the dashboard t
hat was applicable to their department. This spot here is called a rich
text box and here I put in a bunch of links that I would go to frequently as a user. So
I have Salesforce support - this is where you can open a support ticket if something is
going wrong and you need Salesforce to help you navigate. I put a link to the Trailhead
so I can learn and grow and follow all the different trails and badges and modules to aid in
my professional development. I put the Trust Site to let me know w
hen something's down or there's
some maintenance scheduled. It's a great just touch base to see how things are going. And then
I also link some Community User Groups that are also using Salesforce. You can use this for any
link, for anything that your users are going to on a regular basis. So if you have another
platform that they're opening all the time, if you have help articles, if you have operating
procedures, if you have something on your shared site that you want to include, that wou
ld be
a great use to add in a rich text box and link all of the information that you want.
Again, all of these come with component visibility. And I don't really see many people
using Assistant, so you could possibly ignore that. If you want to get rid of something,
you can just hit this delete box and it goes away. Let's say I accidentally deleted this
one and I wanted to add it back. Here on the left hand side of the screen you can see all
the different components that you can add into y
our home page. So I want the Chatter Feed to go
right on my home page and I want to put it right underneath this box. This chatter feed is going
to show me everything that I've bookmarked but I want to know everything that someone says to
me specifically. So if they tag me in Chatter, I want that to show up right here.
So when I first log into my page, I can see what people have shared with
me and that I need to reply to. Again, you have all sorts of filters that you can use.
So email, dep
artment, profiles, you name it. Also, if you're using the task feature, this is a great
place to put today's tasks. So these are all of the things that you're responsible to execute
coming up today. This is a feature that's also highly underutilized that is really great to keep
organized when you have to reach out to different people. So I can show you the Task tab another day
but it is a feature you should definitely check out. Here I have a Program Management Dashboard.
I have a gif so I
uploaded just a fun image. You can upload your company's logo. You can upload
an image that is relevant to all the employees. Maybe it's your company values or a motto or some
positive affirmation that you want people to see every time they're logging in. I also included
the Recent Records so I can quickly click on those if I need to go back. Some other things
that you'll see over here - you can add in List Views. So let's say you want to see the - I got
to drag it, I can't just click on it
. Let's say you want to see the list view for all of your
donations that are getting ready to close this week or that you have to follow up on. You can put
in any list view that you have in the rest of your Salesforce right over here. So in this case, let's
see, I'm going to put my recurring donations. And what else do we want on
here? This is where you can find the rich text feature. I can
also pull up certain custom objects, so if you're using Zoom for Salesforce you
can perhaps put a li
st of your upcoming meetings. And then the other fun feature that a
lot of people don't know about, is if you click save to save your changes, and then you go to
Activation, you can customize this for the entire organization, per app - which means the nonprofit
success pack or outbound funds or service depending on what you're using - and then you can
also assign it by the type of app and the profile. So let's say you only want a specific profile
to see this home page, you can assign it to
that profile. Maybe it's the system administrator.
Maybe it's everyone in your fundraising team. Maybe it's all of senior leadership. So you can
customize who sees what per home page to make it specific to their use. When I was in a fundraising
department a handful of years ago, we used to sell raffle tickets and we put how many raffle tickets
were sold right here on the homepage, because we needed to know when we were about to sell out.
That was really, really important as people were call
ing and the phone was ringing off the hook, we
got a constant update every minute that we could refresh and see how many we had left before
we took that order. And so there's different use cases where you can help make your team more
efficient based on the type of information that you put here. What we recommend is asking your
team what information are they going to the most, what are they clicking on the most, and what
would they like to see the minute they log in, and there's probably a w
ay that you can enter that
on this home page. And the last feature that I'll show you is up here in the top left. This is your
desktop view. You also have the option to edit this for your mobile view, so all of your mobile
users can have their very own home page and it can be set up to be maximized for mobile. And then
you can also have an option that will do mobile and desktop both. So you have lots of features
here to make this custom to what you need for your users. So let's take a look
again at what is
on the home page. So here, we have the dashboard that we added. Again, they can refresh right on
the spot. We have those links so this takes me right to the Trailhead. I can see in my Chatter
people mentioning things to me. I'm going to put my tasks over here. This gives me a list and as I
finish them I can actually just check them off and they'll go away. So it's a really great spot
to put information for things you need to do without having to toggle back and forth. I can
click on Recent Records and it'll take me right to that record. This is the little image - I did
an animated gif - but you can do whatever makes sense for your team. And then here's my Recurring
Donations. I don't have any set up in the system but if I did, it would show up with a list here
of all of those recurring donations. So I hope you utilize this home page as a way to maximize
productivity, to help people get information they need quickly, and just as an option to showcase
all the
things that you want your team to use and maximize in Salesforce. As always, if you have
any questions, please reach out. We can build this for you or we'd love to help you and
guide you through that process. Take care.
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