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valmeidavalmeida 

Notification on Home Tab based on certain condition

Hello:

I'm looking to add some type of visual notification on the Home Tab for users when a certain condition exists with records in a custom object.  For example, the user is listed in a lookup field on a record in the custom object, and the Status of the record = x.  I don't necessarily need the details (just a summary indication is fine if one or more records meet this criteria), but a detailed list would be fine also.  Trying to avoid having users run a report or navigate to a tab & select a view.

 

Thanks.