A. Create a custom center:
1. Navigate to Customization > Centers and Tabs > Centers > New.
2. Enter the Name of the new center.
3. Click Save.
B. Create a custom center tab.
1. Navigate to Customization > Centers and Tabs > Center Tabs > New
2. Enter the Name of the new center tab. (Example: Opportunities)
3. Select the custom center created in step A as value for Center field.
4. Enter a category name on Content > Categories.
5. Click Save.
6. On the same page, navigate to Content tab > Categories subtab > Click the Edit across the category.
7. In the Links columns, select all the links the user would like to see then enter a corresponding Label.
Examples that can be added in the Links column: Prospects, Opportunities, Estimates, Estimates to Close, Pipeline by Status Summary.
8. In the Content tab > Portlets subtab > add Links in the Type column
9. Click Save.
C. Create a custom center role.
1. Navigate to Setup > Users/Roles > Manage Roles > New.
2. Enter a Name for the role.
3. Select the custom center created in Step A on the Center Type field.
4. Select all the permissions for this role on the Permissions sub tab. (Examples:Estimate, Opportunity, Sales Order, Customer)
5. Click Save.
Note: The options that show in the Links portlet are dependent to the permission of the role.
We have 5 blogs, 6 websites (some complex, some a single page), 7 Twitter accounts, Facebook (4 Business Pages), Linked-In, Ecademy, Hub Pages, StumbleUpon, Squidoo and other online social networking accounts, all these had to be set up, populated, and now managed on an ongoing basis. This is not something which can be done in 20 minutes per day. We have to work all of these resources on a regular basis to keep ourselves in the 'Public eye'. storey oto
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