Message of the Day Home Tab Component Best Practice

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Message of the Day Home Tab Component Best
Practice

• Liza Dunham
• Customer Success Manager
• Salesforce.com

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Make end user communication easy!

• Newsletter-like way of communicating with end
  users.
• Examples of types of communication/messages
  include
• Messages of the day (from Executive Sponsors,
  VPs, etc.)
• New features
• Upcoming system changes/ maintenance
• Tips and tricks
• Training
• Events

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Sample Configuration of the Home Tab
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Why communicate with end users this way?

• Easy to update
• Users see the Home Page every time they log in
• Facilitates logins if critical info is posted
  here.
• Use colors or fonts to highlight info
• Date messages to show they are current.

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Set-up Instructions
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Create a home page component
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Create scrolling regions

• Use styles and divs to create scrolling regions.
• Click the Show HTML checkbox BEFORE entering code
  (see following slide)

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The Code

• ltTABLE cellSpacing2 cellPadding3 width"100"
  border1gtltTBODYgtltTRgtltTD vAligntop
  width"40"gtltH3gtMessage From Bob, SVP
  Saleslt/H3gtltDIV style"MARGIN-BOTTOM 0px
  OVERFLOW auto HEIGHT 150px"gtltULgtltLIgtAs we
  have made the transition from multiple financial
  and billing systems and transitioning personnel
  responsibilities, our customers have encountered
  a few billing related issues such as incorrect
  invoices and payments not being properly credited
  to their accounts.nbsp ltLIgtIn order to make
  sure customer billing issues are properly
  addressed, pleasenbspforward any known billing
  issues or complaints from customers to ltA
  href"mailtobilling.inquiries_at_company.com"gtbillin
  g.inquiries_at_company.comlt/Agt. lt/LIgtlt/ULgtlt/DIVgtlt/TDgt
  ltTD vAligntop width"30"gtltH3gtNew
  Featureslt/H3gtltUL style"MARGIN-BOTTOM 0px
  OVERFLOW auto HEIGHT 150px" typesquaregtltLIgtRi
  sk Assessment field removed from PAR .
  ltLIgtChanged name of "Lease" Services to
  "Transponder" Services.nbspnbsp Support is
  updating opportunity values. ltLIgtYou may only
  "Complete" or "Approve" tasks assigned to you.
  ltLIgtDepartment Comments and Terms and Conditions
  text areas increased in size to 5,000 characters.
  ltLIgtWhen a Credit, Engineering, Legal or Deal
  Management Department Comment is saved, an alert
  is sent to the Sales Team. ltLIgtContacts with
  certain types (Msg - Bandwidth Svcs, Msg -
  Carrier Svcs, Msg - Managed Svcs, Billing ,
  and/or Legal ) are replicated between Oracle and
  SFDC. ltLIgtWhen "to be deleted" is checked on the
  contact record a task is sent to SFDC support for
  action.ltBRgtlt/LIgtlt/ULgtlt/TDgtltTD vAligntop
  width"30"gtltH3gtTips amp Trickslt/H3gtltUL
  style"MARGIN-BOTTOM 0px OVERFLOW auto
  HEIGHT 150px" typesquaregtltLIgtltEMgtUse the
  on-hold flag to solve problemslt/EMgtltBRgtSetting an
  opportunity on-hold is a call for assistance
  (except for customer delays). Use it sparingly to
  get the attention of key players to solving
  opportunity issues ltLIgtltEMgtUse the
  Consolelt/EMgtltBRgtUsing the Salesforce Console can
  greatly enhance your productivity. We've added a
  ltA href"https//na2.salesforce.com/servlet/servle
  t.FileDownload?file01540000000BKRR"
  target_blankgtFlash movielt/Agt that demonstrates
  how to enable this capability for your use.
  ltLIgtltSPAN style"FONT-STYLE italic"gtUse
  Taskslt/SPANgtltBRgtWhen you need someone to assist
  with an account, contact or opportunity record,
  create a new task from the record in question -
  this helps us start working on the problem more
  quickly.ltBRgtlt/LIgtlt/ULgtlt/TDgtlt/TRgtlt/TBODYgtlt/TABLEgt

This creates a scrolling region.
Other block-type HTML elements can have a
scrolling region, too.
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Add to the home page page layout

• Choose Home
• Home page layouts
• Choose the right page layout you want the
  Message of the Day to be added to
• Check Message of the Day component
• Order Home Page Components as necessary
• Save

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Choose the component to be added to the page
layout
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Thank you