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Salesforce Homepage Component Management

Cheryl Wetherington -

 *A Salesforce Administrator must set up these options.

Give your users the ability to update their Viewpath tasks from within Salesforce on the Home tab. A home page component is available to show all tasks in Viewpath assigned to the user, similar to the Today page functionality in the core Viewpath application. This is a cross-project list with tasks shown from projects currently connected into your Salesforce organization. When the user has a Viewpath for Salesforce product edition, editing is allowed from the home page component without requiring the user to drill down into multiple pages to update a task. Once edited, the update will be pushed both locally within the organization and in the core Viewpath application. Additionally, filtering options of the information have been provided based on date and completion status of the task.
 
Creating the Custom Component:

1.    Setup from Dropdown from user name.
2.    Navigate to App Setup > Customize > Home > Home Page Components.
3.    In the Custom Components section, select the ‘New’ button.
4.    If the Custom Components screen is displayed, read the information, we are going to create a Visualforce Area. Once read, select the 'Next' button.
5.    On the 'Step 1. New Custom Components' screen, give the Control a name, in our instance we used 'VP_HomePageComponent', and from the radio buttons presented, select the Visualforce Area radio button. Click the 'Next' button.
6.    On the 'Step 2. New Custom Components', perform the following settings:
o   Component Position: Wide (Right) Column - this is the default
o   Visualforce Page: Select 'VP_Homepage Component' from the dropdown
o   Show scrollbars: Check this checkbox
o   Show label: leave unchecked
7.    Click 'Save' button.

Using Custom Component on Your Home Page:

1.    Setup from Dropdown from user name.
2.    Navigate to App Setup > Customize > Home > Home Page Layouts
3.    Edit the Home Page Layout (in most instances this will be Default, however if you are using a custom layout, modify that one).
4.    From the Home Page Layout Screen, click on the Edit button.
5.    On the 'Step 1. Select the components to show' screen, enable the component you created in the ‘Creating the Custom Component’ section. If done properly as defined above, the component will appear in the ‘Select Wide Components to Show’ section of the screen. Click on the 'Next' button. 
6.    On the 'Step 2. Order the components', you are presented with two lists, one for the Narrow (Left) Column and one for Wide (Right) Column; in the Wide (Right) Column select your new component and move the appropriate placement of where you would like it to appear in the order of items displayed on the Home page. You may preview the placement by clicking on the 'Preview' button, the control will appear as a grayed out on the preview window. Once you are satisfied with its placement, click on the 'Save' button to commit your changes.
 
Viewing the Home Page Component:

1.    Click on the Home Tab.
2.    Locate the new control on the wide, right side column. Placement of the control was determined in previous step.

Modifying the Height of the control:
 
Occasionally, you may find the need to change the height of the component once you have added it to your home page, based on the preference of your organization. If this is the case, perform the following steps:
1.    Setup from Dropdown from user name.
2.    Navigate to App Setup > Customize > Home > Home Page Components.
3.    In the Custom Components section select the component you created previously, and click on the 'Edit' link in the Action column.
4.    Click 'Save' button.

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