To configure this feature:

1. Navigate to Admin > Users & Groups >Permission Sets.
2. Select the appropriate permission set.
3. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   currency__sys	R	n/a	n/a	n/a
   homepage__v	R	n/a	n/a	n/a
   homepage_widget__v	R	n/a	n/a	n/a
   html_report__v	R	Territory Insights Territory Insights Default	n/a	n/a
   user_task__v	CRE	n/a	n/a	n/a

4. Navigate to Admin > Configuration > Tabs.
5. Activate the homepage__v tab.

The home page consists of a dashboard with multiple widgets. You must create the home page before creating any widgets. Then you can place the widgets on the home page.

To create a home page:

1. Navigate to Business Admin > Objects.

   

2. Select the homepage__v object.
3. Select Create.
4. Populate the Name field.
5. Select Active for the Status field.

   

6. Select Save.

To create a home page widget:

1. Navigate to Business Admin > Objects.
2. Select the homepage_widget__v object.
3. Select Create.
4. Select the appropriate Homepage Widget Type. This defines the type of data displayed in the widget.



The following home page widget types are available:

• My Tasks - Displays the following tasks:
• Open user tasks (records from the user_task__v object or objects with the User Task object class)
• Open workflow tasks assigned to the current user. Workflow tasks display if they are directly assigned to the current user, if they are assigned to multiple users including the current user, or assigned to a User Group which includes the current user.

  To access a list of all current or overdue tasks, select the View All button on the home page component. Users can also create new tasks from the global Create button.

  Ensure end users have at least Read object permission to the user_task__v object. See Working with User Tasks and Using Object Workflows for more information about creating and assigning user tasks and workflow tasks.

• X-Pages - Displays html_report__v records with the territory_insights__v or territory_insights_default__v object types. Ensure end users have at least Read object permission to the territory_insights__v or territory_insights_default__v object types for the html_report__v object. See X-Pages Overview and Creating X-Pages Content for more information on configuring and creating X-Pages.
• Upcoming Calls - Displays call2_vod records with a start date in the future. Ensure end users have at least Read object permission to the object types for the call2__v object. See Configuring Call Reporting and Call Reporting Entry Points for more information about configuring and creating call reports.
5. Populate at least the following fields:
   • Name - The name of the widget. This displays at the top of the widget.
   • Homepage - The home page on which to display this widget
   • Row - Determines the widget's vertical position on the home page, when there are multiple widgets in different rows
   • Order - Determines the widget's horizontal position within a row, when there are multiple widgets in the same row
   • Width - Determines how wide the widget displays in the row. Available options include 1/3, 1/2, 2/3, and Full Width. The total width of the widgets in the same row cannot exceed 1.
   • Rows to Display - Determines the number of records to display for My Tasks and Upcoming Calls widgets. If left blank, the widget displays 10 records.
   • Status - Must be Active

     

6. Select Save.

Translations for homepage widget headers use the translated labels for the object_type__v field instead of the values for the name__v field.