Home Page Announcements - Use Cases

Centralized, Targeted Messaging for Every Department ... Right on the Salesforce Home Page

Overview
CoPilot’s Home Page Announcements let any team: Sales, HR, Project Management, IT, Marketing: publish rotating, high-impact messages directly to the Salesforce home screen. Content can be scheduled, personalized by audience, and updated without IT or email blasts.

How It Works

• Messages display in a dedicated announcement panel on the Salesforce Home Page

• Supports multiple rotating announcements, visible one at a time or in scrollable format

• Admins or team leads can set Start and End Dates for each post

• Announcements are targeted by:

  • Role

  • Profile

  • User Group

  • Permission Set

No more one-size-fits-all internal comms — every message reaches only the right people.

Powerful Use Cases

• Sales Leadership

  • Kick off quarterly sales contests

  • Post weekly top-performer shoutouts

  • Remind teams of quota deadlines or SPIFF details

• Project Management

  • Announce go-live dates and cutover timelines

  • Post sprint kickoff or demo session reminders

  • Share key resource links or updated timelines

• IT/Admins

  • Notify users of upcoming changes to page layouts or automations

  • Promote Salesforce maintenance windows

  • Remind users to complete MFA enrollment

• HR & Benefits

  • Announce open enrollment or policy changes

  • Celebrate employee birthdays, promotions, and anniversaries

  • Share DEI initiatives or culture campaigns

• Marketing

  • Promote upcoming webinars, campaign launches, or brand guidelines

  • Share event registration deadlines or campaign performance updates

• Customer Success

  • Notify teams of NPS survey launches

  • Share CSAT goals or renewal playbooks

Why It Matters

• Automated & Timed: Set up days, weeks, or months of communication in a single sitting

• Reduce Email Clutter: Skip the inbox ... your users see what matters, in the tools they use every day

• Department-Controlled: No bottlenecks ... each team manages its own announcements

• Always Relevant: Audience targeting ensures users only see content that applies to them

• Low Friction, High Visibility: Requires no extra logins, portals, or email opens

With Co-Pilot Home Page Announcements, every team can communicate clearly, consistently, and with precision — right where your users live and work.