Salesforce and Application Integration

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Adding Guide Areas to Salesforce Pages

This topic describes how you add Guide Designer Wizards to a user's Salesforce Home page.

Adding a Guide Area to the Home Page

Open the Setup menu in the upper right corner of Salesforce. From the displayed page, select App Setup > Customize > Home > Home Page Layouts
. Both of these are indicated in the following figure.

Click Edit
for to make changes to your home page. You may have more than one page. In the Edit Home Layout page, go to the Select Wide Components to Show
area, and check the Guide Designer Wizards
checkbox. Click Next
.

Place the Guide Designer Wizards component in the position where it should display on the page. When you're done, click Save
.

After adding the Guide Designer Wizards component, an area displays for all users who see this page. On a PC or Mac, users do not see wizards whose Run on setting is set to Smart Phone
. Similarly, smart phone users do not see wizards whose Run on
setting is Desktop/Tablet
.

Adding Guides to Salesforce Pages

This topic describes how you install a guides area on page; that is, this how you install a guide area on all pages except for the home page.

Select "your Name" > Setup
on any page. From the displayed page, select App Setup > Customize > Home > Home Page Layouts
. Both of these are indicated in the following figure.