Salesforce.com – Custom Lists on Home Page

This is an oldie but a goodie, so kind of rehashing a two-year-old tip here for your pleasure.  This is how we can add a list view to your Home Page, so you can see things like leads, opportunities, etc., right from the home page.  We’ll use the Leads object in this example:

Go to Setup | Develop | Visualforce Pages

Click New and call it LeadsListView.

Clear contents in Visualforce Markup section and Copy and Paste to following text:

<apex:page showHeader="false" tabStyle="Lead">

    <apex:includeScript value="//code.jquery.com/jquery-2.0.3.min.js"/>

    <apex:listViews type="Lead"/>

    <script type="text/javascript">

        jQuery('a').each(

            function(){

                if(this.className.indexOf('listItem') == -1)

                    this.target = '_blank';

            }

        );  

        navigateToUrl =

            function(a){

                window.top.location.href = a;

            };        

    </script>

</apex:page>

 

*If you choose to use another object other than Leads you can replace Lead with the API Name of the Object’s List View that you’re interested in.

If that is done then create a Home Page Component:

1. Go to Setup | Customize | Home | Home Page Components
2. Click on New
3. You can name it: Lead List
4. Type: Visualforce page
5. Give it a height of 500
6. Click Next
7. Component Position: Wide (Right) Column
8. Choose the LeadListView visual force page we created above.
9. Save

Now, you have to add the same to the Home Page Layout.

1. Go to Setup | Customize | Home | Home Page Layouts
2. Click Edit
3. From the Select Wide Components to Show check the option Lead List
4. Click Next
5. Decide the sort order for the Wide Area Components
6. Save

The list view should now be on your Home Page!

What you get is a list (with scroll bars) of your leads, where you can change the views from there to limit what you see.  You can even create new views to further limit the list.