Configuring SFDC Home Page Components

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Once you have added the InsideView app to each object in Salesforce, do the following to complete your installation. 

Steps

StepDescriptionDetails
1 Go to Home Page Layout

On the App Setup panel, under Customize click Home and select Home Page Layouts

2 Go to Edit On the Home Page Layout, click Edit.

 

3 Edit Home Page

In the below screen, click Edit.

 

4 Select Search InsideView

On Edit Home Layout below, deselect Search SalesView and select Search InsideView. Click Next. Selecting Opportunity Alerts is optional. 

 

Click Save.

Note: If you don't see the sidebar, you must configure this setting in your Salesforce by selecting the Show Custom Sidebar Components on All Pages check box.  

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