Spanning Knowledge Base

Knowledge Base

How do I customize my Spanning Dashboard?


Last Updated: Jul 12, 2016 12:13PM CDT

When you log into Spanning Backup, the main dashboard displays 4 object types and the number of records in each object type that have been added, updated, or deleted since the previous backup.  The default object types are Accounts, Contacts, Leads, and Opportunities.  



If you would like to customize which 4 objects are displayed on the main dashboard, please follow the steps below:

1. Log into your Spanning Backup for Salesforce account
2. Click on the 'Settings' tab at the top of the page
3. In the 'Dashboard Configuration' section, click the 'Edit Settings' button
4. Select the 4 objects that you would like displayed on the main dashboard page



If you have any additional questions, please contact support@spanning.com.

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