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Salesforce CRM Admin Cookbook by Paul Goodey

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Presenting an integrated view of cases on the home page

Users often want a simple integrated set of data on their home pages and in particular a way of quickly seeing new cases that have been assigned to them or their team.

For a very quick and easy way of displaying new cases for users on the home page, it is possible to embed the Case tab within a home page component using the standard Salesforce Case page, but without header or sidebar information.

Note

Note this approach is not supported by Salesforce and you should consider this use with care as it cannot be relied upon for future use.

To save users' time and showcase information directly on the home page every time they access the Home tab, create this custom home page component with this recipe. ...

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