Salesforce Classic Sidebar Widget

What widget options are there for Salesforce Classic?

How do I set up the widget in Salesforce?

What if the widget is not showing up?

Widget Options in Salesforce Classic

Ambition has two widget options that can be placed within the Salesforce Classic sidebar.

• Ambition Sidebar Widget
• Ambition Sidebar Widget Small

View of Widget Format

View of Widget within Salesforce interface

Note for Admin: 

In Ambition, employees can customize the dashboard that the Ambition Sidebar Widget displays.

An employee's landing page will determine what data is shown in the widget. With user settings in Ambition, employees can select a preferred landing page (personal, manager, team, etc).

Widget Setup

1. Login to Salesforce.
2. Click Setup > Customize > Home > Home Page Layouts.
3. Click Edit on the layout where you wish to place the Widget.

4. Check the desired Ambition Sidebar Widget, click Next.

5. Change the order of components if required, click Save

If you want the Ambition Widget to appear within the sidebar across all pages, not just the Home Page:

6. Click Setup > Customize > User Interface.

 

 

Widget Not Showing Up?

1. Login to Salesforce.
2. Click Setup > Security Controls > Session Settings.
3. Uncheck "Enable Clickjack Protection for Customer Visualforce Pages with Headers Disabled".
4. Click Save.