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hoagieryder
Displaying User Accounts on Homepage
Every account has a field called Analyst, which is the name of the analyst assigned to the account. When an analyst logs into salesforce I want there to be links on the side bar of the homepage to all the accounts the Analyst is assigned to (at the most there will be 15 accounts). What is the best way to go about doing this?
Hi,
The best way of doing this is using List view.
Create a View called My Account and select Filter By Owner as 'My Accounts'.
This view will always display the records where owner is the logged in user, otherwise create a filter on Analyst.
Thanks,
Kodisana
I think you are referring to the "Accounts" main page where I can set up a view. I am referring to the homepage a user see's when they open up Salesforce. Currently I have "Recent Items" on the sidebar but I would like analyst accounts that are related to the user to show up, allowing the user to click on them and be directed to that Accounts page.
Create a custom link on the Side bar component and call the Visualforce page.
In Controller write a logic Select Id,Account Name from Account where Analyst is equal to Logged in user.
and finally dispaly the records on page using Apex:pageblocktable.
Thanks,
Kodisana