Slaesforce FAQ

how to add leaderboard to salesforce homepage

by Elyssa Johns MD Published 2 years ago Updated 2 years ago
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Step 1: Add a widget Add an Integrations widget to your page. Step 2: Select Salesforce Leaderboard

Sales Leaderboard
  1. Click Create a New Screen.
  2. Select Sales Leaderboard.
  3. Name the board.
  4. Click Select My Reports for a report specific to a user. ...
  5. Select a report and click Apply.
  6. Order the display by Total Amount or Deals Closed.
  7. Click Create.

Full Answer

How do I create a support page in Salesforce Lightning app?

From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder. Click New. Select Home Page, then Next. Assign the label Support Home Page, then click Next. Click the Standard Home Page template. Click Finish. Display the five most recent cases.

What can I do in manage Salesforce sites?

Manage Salesforce Sites Standard Pages Creating Site.com Pages Editing and Working With Site.com Page Elements Adding Page Elements to Pages as a Contributor Deleting Languages Adding Custom Code to Pages View the CommunityBranding Style Sheet Site.com Tab Overview Editing Content Blocks as a Contributor Adding Anchors to Pages in Design Mode

How to optimize page layouts for the Salesforce mobile app?

Tips for Optimizing Page Layouts for the Salesforce Mobile App Assign Page Layouts from a Customize Page Layout or Record Type Page Tracking Customer Requests for Data Privacy Updates Edit Multi-Line Layouts for Opportunity Products

What is custom help in Salesforce classic?

Custom Help in Salesforce Classic Calculate Field Values With Formulas Formula Operators and Functions I–Z Sort Picklists Considerations for Using Learning Paths Change the Custom Field Type Notes on Using the Original Page Layout Editor Enable or Disable Translation Workbench Formula Best Practices Create Global Publisher Layouts

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Build a Winning Salesforce Homepage

To make a homepage that exceeds expectations, go ahead and plan for equal parts discovery, design, and feedback. They’re all steps in a human-centered design process. Read more in the Foundations of Design Thinking for Salesforce Admins blog post.

Pro tip 1: Ask users open-ended questions about the existing homepage

Make sure you’re asking all your who, what, why, when, and how questions. For specific prompts, see the image below. Once you have your questions, go back through and add or edit them to ensure they’re open-ended. When users feel free to share their full experience, you might be surprised by the helpful details they offer.

Pro tip 2: Wait five seconds after each response during interviews

This gives the user time to fully collect their thoughts and process what they’re seeing. It might feel awkward at first, but you’ll be amazed at how many additional insights you’ll gain.

Pro tip 3: Group homepage learnings into themes and tie each to action items

After interviews are complete, review a summary of your notes with your users. Themes fall into many categories but here are some good places to start:

Pro tip 4: Sketch out a homepage

Think about the use case above prompting a win/loss graph on the Salesforce homepage. A low-fidelity prototype for that could be a hand drawing.

Pro tip 5: Ask users open-ended questions about the new homepage

A good place to start is by asking, “How might you use this?” You can build on that by asking for red flags or moments of hesitation. For example: “What difference do you notice from your current experience?” “Do you have any concerns with the redesigned experience?” “Is there anything missing that would increase value?”

Pro tip 6: Stay open to hanging in there if constructive criticism arises

The goal is to better the design and make it the best experience possible. Sure, some added features may not be feasible. Some audiences might have different or competing needs compared to others.

Introduction

The Lightning app builder is a point-and-click tool that’s easy to create a custom home page, record page and an app page for the Salesforce Lightning Experience and mobile app.

Lightning Components

A Lightning component is a smaller and reusable application which can be used in Lightning pages in the Lightning App Builder. There are three types of Lightning components available to make up your Lightning app:

Tutorial: Build a custom default Home page in Salesforce Lightning Experience

1. Click on the Setup gear icon at the top right of the main Home page

Conclusion

That’s it. You are done. Very quick and very easy. Your brand-new Lightning app home page is ready and activated. You can easily build out-of-the-box Lightning app according to your users’ requirements with standard and custom components.

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