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Topics#MobilePregunta de Amber Gillis
Amber Gillis (K2M) ha preguntado en #Mobile
22 oct 2013, 2:38

SF Touch: Dashboard Recently Viewed

Hi- We are about to launch SF in 2 weeks and want to display the dashboards on our sales team's app without them having to search for the dashboards.  Is there a way to initially default certain dashboards into the recently viewed without them having to select each one we want them to see?

 

Our users are primarily going to use SF Touch.  Thanks!!
1 respuesta
  1. Dean De-Viell (Manchester United FC)
    22 oct 2013, 13:17
    If you don't have too many users you could log in as each one, view the dashboard and then by default the Home tab will show the summary from this dashboard and when the user clicks the Dashboards tab it will show this one.

     

    We created a new homepage layout which shows the sales managers an entire dashboard on the Home tab, this isn't great though as can't be auto-refreshed and also the look/style rolls back to an old type dashboard from years ago if you wish the reports still to be 'clickable' so I wouldn't recommend it.

     

    I'm wondering if you might be able to create a custom Dashboard tab so instead of the tab taking you to salesforce.com/01Z/o and redirecting to the last viewed one it takes you to a specific one like salesforce.com/01Zw0000000pjk5 (for example).
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