Setting Up Home Page

This section describes how to set up Sentinel Pulse home page.

In this section:

>Navigating to the Sentinel Pulse Home Page

>Adding Product Engagement Dashboard to Home Page

>Embed Product Engagement Dashboard to Another Salesforce App Page

Navigating to the Sentinel Pulse Home Page

1.On the left side of the navigation bar in your Salesforce org, click app launcher .

2.In the Search apps and items box, type Sentinel Pulse. This opens the home page of the Sentinel Pulse app.

Adding Product Engagement Dashboard to Home Page

The Product Engagement dashboard has information for all the accounts that are mapped into the Sentinel Pulse app with their product purchases and other information, such as activation and upcoming expiry date and quantity.

1.On the top-right of the Home page, click the Setup button.

2.Click Edit Page.

The Sentinel Pulse app home page contains default components, which are not required so you can remove all of them by simply clicking the icon.

3.From the Components tab on the left, drag CRM Analytics Dashboard to Home page.

4.From Dashboard, select Product Engagement, and update the following:

>Set the height to 700.

>Clear the Show Title and Show Header boxes to avoid redundant headers on the home page.

>Select to enable Enable Notifications.

5.Click Save.

6.Click Activate. The Activation: Sentinel Home Page appears.

7.Select App and Profile.

8.Click Assign to Apps.

9.Select Sentinel Pulse. Click Next.

10.In Select Profiles, select System Administrator, Standard User and Standard Platform User.

NOTE   Only the users on the selected profile can view the Home Page on the Sentinel Pulse app, so you must provide access to other profiles as required.

11.Click Next, then click Save.

12.Navigate back to the Sentinel Pulse app.

The following image illustrates the Product Engagement dashboard on Sentinel Pulse home page.

NOTE   In case you do not see any data on the Product Engagement dashboard, this implies that the account mapping is not complete. To map accounts, refer to the Account Mapping Page in the Sentinel Pulse User Guide.

Embed Product Engagement Dashboard to Another Salesforce App Page

You can also embed the Product Engagement dashboard to another Salesforce app page apart from Sentinel Pulse.

For example, the following image illustrates Product Engagement dashboard on the Sales app home page.

For details on embedding dashboards, see Salesforce Embed Dashboards Everywhere.