login

Tip of the Week

Tip of the Week – Make important announcements with Salesforce Dashboards

If your company is large or your team is widespread, it can be hard to disseminate important information to everyone in a short time. Be it good news (“you’re all getting a raise today!”) or bad news (“I set the refrigerator on fire; it was upsetting me”), emails get buried, memos lost, calls sent to voicemail and forgotten forever. You need a way to get the word out fast, and if your team lives and breathes their dashboards, there’s an easy way!

Continuing on the idea from a few weeks ago, I’d like to draw your attention to two previous tips, one about using Salesforce Messages and Alerts with HTML, and another about embedding Visualforce pages into Dashboards. If your team is using the Salesforce Lightning Experience or typically collapse the sidebar in Salesforce Classic, your old Messages might not be making an impact anymore. If you take the HTML from your Message, put it into a new Visualforce page, then add that to a Dashboard everyone uses, you’re back up and running with a powerful, long-term solution. If you haven’t used messages yet, now is a great time to start spreading the word right from your Salesforce Dashboards!

-Jared and the Salesforce Guys

, , ,

No comments yet.

Leave a Reply