Trying to get 6sense dashboard/reports onto Home Page of Salesforce

Jonathan Lynch
Jonathan Lynch Posts: 3 ✭✭
edited May 2023 in All Discussions

I am currently setting up our Salesforce homepage to be more user friendly. One request I received was to add one or two reports OR the 6sense dashboard to the homepage. I was poking around and there does not seem to be a way to do this no-code. Any one have tips?

Comments

  • Nikesh Mehta (6sense)
    Nikesh Mehta (6sense) Posts: 6 6senser

    Hi Jonathan,

    Possible to share which report you want to display? And 6s dashboard means the activities chart (see sample img) or all the charts displayed on the 6s main dashboard interface?

    Also, may I please know objective of this ask?

    --

    Thanks,

    Nikesh

    image.png


  • Jonathan Lynch
    Jonathan Lynch Posts: 3 ✭✭

    Hello Nikesh!

    Thank you for the reply. I was hoping to get this dashboard (photo below) onto the Salesforce Homepage.

    Currently, our users have to click on a tab to access 6sense dashboard. Because users have a Homepage they access everyday, they tend to not click on the 6sense tab as frequently as we would like. Bringing this dashboard to the homepage would give them everything on one page!


    6sense dashboard we are looking to get onto homepage

    Screenshot 2023-05-19 at 9.35.49 AM.png


    Looking to get dashboard (photo above) located here.

    Screenshot 2023-05-19 at 9.40.05 AM.png


  • Nikesh Mehta (6sense)
    Nikesh Mehta (6sense) Posts: 6 6senser

    Hi Jonathan,

    Will check internally on what can be done.

  • Nikesh Mehta (6sense)
    Nikesh Mehta (6sense) Posts: 6 6senser

    Hi Jonathan,

    Thank you for the patience. You'll have to connect with Salesforce Admin at 6sense to discuss and implement.

    --

    Regards,

    Nikesh

  • Jonathan Lynch
    Jonathan Lynch Posts: 3 ✭✭

    Do you have an email I could use to reach out? Thank you very much!

  • Nikesh Mehta (6sense)
    Nikesh Mehta (6sense) Posts: 6 6senser

    You can begin with - Pravin Kudale or Arun Harikumar. They will guide you to take this forward, I think you will be asked to register a SF case / Asana task.

    Hope this helps.

  • [Deleted User]
    [Deleted User] Posts: 0 6senser
    edited June 2023

    @Jonathan Lynch - following on to @Nikesh Mehta (6sense) -- the best thing to do is to open a Support ticket. Click Support in the top nav here and create a case in order to get connected to one of these 6sense resources.

  • Zack Hunter
    Zack Hunter Posts: 10 ✭✭✭✭
    image.png image.png image.png

    @Jonathan Lynch We add it to the navigation bar in salesforce so that it is easy to access and requires less clicks

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