Adding the Home Page Component to your sidebar

Learn how to add the home page component to the sidebar for most all of your Salesforce tabs.

Navigate to App Setup > Customize > Home > Home Page Layouts

2. Edit the Home Page Layout

Edit the Home Page Layout

You will now edit the home page layout(s) that you want the home page component to show up on.

Click the Edit button to start editing.

3. Enable the ScreenSteps Live Home Page Component

Enable the ScreenSteps Live Home Page Component

Check the box for the ScreenSteps component so that it shows up in your home page layout. The name of the component may differ from this screenshot depending on the name you used when creating the component.

Click Next.

4. Reorder Component

Reorder Component

On this screen you can specify where the component should appear on the left. I have put it at the top of all other components on the page.

Click Save when you are done.

5. Test

Test

Click on the Home tab.

You should see the ScreenSteps Live component appear along the left.

6. Add the Component to Other Tabs

Add the Component to Other Tabs

To have the component show up on most all of your Salesforce tabs navigate to App Setup > Customize > User Interface.

7. Check Show Custom Sidebar Components on All Pages

Check Show Custom Sidebar Components on All Pages

Check the box and click Save.

8. Test

Test

Click on the Leads tab in your navigation.

The ScreenSteps component should appear in the left column.

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