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  1. Preface
  2. Salesforce Managed Package
  3. Running a Guide within a Salesforce Organization
  4. Techniques
  5. Customizing Salesforce
  6. Mobile Guides
  7. Meeting Follow-up Wizards
  8. Controlling Who Sees Guides
  9. Launching a Guide
  10. Guide Execution Reports

Salesforce and Application Integration

Salesforce and Application Integration

Launching Guides from a Home Page

Launching Guides from a Home Page

When users log into Salesforce, they are logging into their Home page. This is a natural place from which they can launch many guides. Any guide, however, that is launched from a Home page does not have a context; that is, the guide does not apply to any object. (If it applied to the object, it would appear on the object's page.) Consequently, home page guides are often used to create Salesforce objects.
To place a guide on the user's home page, set the
Applies To
field within the
Guide Properties
dialog to
Home
.
The Applies To picklist

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