MicroNugget: How to Use the Salesforce Homepage

In this video, Jim Anthony covers various features found on Salesforce’s homepage. He’ll outline some of the available features and then illustrate the different combinations you can create to accelerate your workday. You can also tweak numerous settings to maximize your dashboard’s utility.

The homepage on Salesforce is your home base and most frequently referenced tool. Since you have nearly complete control over what goes here, you want to create a dashboard that makes sense for you. Setting it up so you can quickly get a snapshot of what’s going on will make your day more efficient from the start.

Jim walks through multiple features that are available and shows you how to create combinations that can accelerate your sales efforts. You can also take these standard components and modify the timeframe they’re referencing, focusing on a month or a quarter at a time.

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