Favorite Home Page Elements

[jay07]

If you are willing, please share your favorite, cool, Home page design ideas or elements.

Here's mine: We find the vanilla "Useful Links" functionality too limiting. So, we have a custom HTML element on the right/wide side called "Popular Resources". Within that we have "Links", "Demo Clips", "Documents" and "Reports". In "Links" "Documents" and "Reports" we keep hyperlinks to the dozen or so of the most needed at any given time depending on what is going on at our company. In "Demo Clips" we keep links to a half dozen or so of our most needed/popular "Demo Clips" based on what is current. "Demo Clips" are WEBEX recodings (audio and video) on average running 2-4 minutes, showing how to perform various activites, tasks, etc in SFDC. We have made about 50 so far. We find that viewing these is the be3st/fastest way for new users to learn the system. Also, sending a User a link to the one they need is often the fastest/or best way to answer a "how do i" question they may have.

[JamesP]

Hi Jay,

I use a GIF banner to announce changes, events or training at the top of the salesforce home page. This generally gets people's attention when we want to announce something.

I can't attach it to this thread but would be happy to send a screenshot to anyone.

Kind regards,

James

[jay07]

Thanks James. Similarly, we have a custom html element we call "Lates Deveopment" that shows just that; each time the content changes I change the background color of the title area so indicate to the user that there is something new for them to review.

[JenAtFFF]

We have a section on the larger left side for custom html for home page announcements. It's utilized by a user in charge of when our product shipments arrive. This way she can post as soon as she knows delivery dates or delays. We used to email this information to the entire sales team. It's so much better just to have one place to find it...especially for our outside sales reps who don't have access to our intranet.

I have a few executives who have dashboards on their homepage since they only really want to get in there and see how their sales people are doing logging activities.

I have a wish list that includes a place on the home page that you can auto-generate statistics from several different reports and place them there to run live. It would be fun to watch sales grow without having to refresh anything.

[jay07]

cool.

[daroz]

My user's favorite home page element is a META REFRESH tag in the announcements box -- it sets the home page to automatically reload every 15 minutes. It has the added benefit of not timing out a user's session.

[UK Clive]

Yes Please James

clive@dxlparcels.co.uk

[UK Clive]

I would be interested in how to set that refresh page up ?

Kind Regards Clive@dxlparcels.co.uk

[daroz]

To setup the auto-refresh use this HTML code in the Messages and Alerts home page component:

[meta http-equiv="refresh" content="600"]

(Change the [] to <>)

This will have your home page auto-refresh every 10 mins. One cautionary word, if your users leave the home page open on their browser they will never logout of the system.

[UK Clive]

Thanks Daroz

That is great - I dont suppose you know how I can get the dashboard to also update !

Kind Regards and thanks again
clive@dxlparcels.co.uk