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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

  1. 1Open 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.
  2. 2Click 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.
    3. Edit Home Layout page
  3. 3Place 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.
  1. 1Select "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.
    2. Case Page Layout page
  2. 2Select Visualforce Pages. Within the area on the right, drag Section to the place where you want the guide to appear.
    3. Close Case Layout page
  3. 3Set the section's attributes by filling in the displayed dialog.
    4. Section Properties dialog
  4. 4Drag the guide to this newly created Guides area.
    5. Case Sales Guide dragging
  5. 5Save your changes and you're done. This guides area will now appear on all Case pages.
    6. Case Object Guides area