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Home - User Guide - SalesForce Connector

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Home tab sections

The home section shows following information:

Figure
Description


  1. Basic information on Namirial GmbH
  2. The list of envelopes sorted by name.
  3. A pie chart representing the distribution of envelopes by their current status. It is automatically generated based on corresponding report.
  4. A bar graph representing the distribution of envelopes by the month in which they were created. The graph is automatically generated based on corresponding Salesforce report

Reports are visible only if your user is enabled to see the SalesForce reports.

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