Co-Pilot Home Page Feed

Created by Mike Johnson, Modified on Thu, Jun 5 at 7:12 PM by Mike Johnson

Your Salesforce Data, Curated and Centralized — Right on the Home Page

The CoPilot Home Page Feed is a powerful dashboard-style component that consolidates key data from across Salesforce into a single, always-visible feed — tailored to each user’s role and responsibilities.

Think of it as a personalized command center: surfacing the most important records from any standard or custom object, using filters and list views you control.

What It Does

Displays custom list views from any object: Leads, Opportunities, Tasks, Cases, Projects, etc.
Feeds are displayed in a single component, eliminating clutter and keeping the Home Page clean
Can show multiple record types or views in one scrolling or tabbed panel
Updates in real time as data changes
Visibility can be personalized by Role, Profile, Group, or Permission Set

Sample Feed Types

Sales:
- Largest Open Deals This Quarter
- New Leads Assigned to Me Today
- Opportunities With No Activity in 14+ Days
Customer Support:
- High-Priority Cases Not Yet Touched
- Follow-Ups Due This Week
- Recently Closed Cases
Project Management:
- Projects Past Due
- Upcoming Milestones This Month
- Open Tasks Assigned to My Team
Marketing:
- Campaigns Launching This Week
- Leads Created from Web Forms
- MQLs Ready for Sales Handoff

Why It Matters

Gives users a real-time pulse on what matters most
Removes the need to click into multiple tabs or objects
Centralizes important views without creating separate dashboards
Easy for Admins to set up and customize — no code required
Increases visibility, accountability, and action across teams

Admin-Controlled & Fully Flexible

Feeds are built using standard Salesforce list views
You control which views show up, how they’re ordered, and who sees them
Add it to the Home Page via Lightning App Builder as a single drag-and-drop component

With CoPilot’s Home Page Feed, every user starts their day focused, informed, and ready to act — without hunting through tabs, reports, or dashboards.