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Custom Salesforce Display: Branded Dashboards on TV with RocketScreens

Written by RocketScreens | Apr 17, 2025 6:16:35 PM

Whether you’re in sales, marketing, or operations, displaying your Salesforce dashboards on TV screens can transform static reports into live, actionable insights. By customizing your Salesforce TV displays, you can track product performance, revenue, and key performance indicators (KPIs) in real time, reinforce brand identity, and engage your team around shared goals. This guide walks through why customization matters, best practices for dashboard design and branding, layout optimization strategies, and how RocketScreens makes integration seamless and secure — all to help you boost transparency, accountability, and performance across your organization.

 

Understanding Salesforce TV Displays

What Is a Salesforce TV Display?

A Salesforce TV display is a digital signage solution that directly connects your Salesforce dashboards to one or more screens, ensuring that data visualizations update automatically without manual intervention. Instead of squinting at spreadsheets, teams can glance at bar charts, pie graphs, and trend lines that refresh at set intervals, fostering data-driven decision-making.

 

Benefits of Real‑Time KPI Tracking

  • Instant Visibility: Automated feeds remove the lag between data generation and display, so your revenue figures, opportunity pipelines, and customer satisfaction scores always stay current.
  • Enhanced Accountability: Public dashboards spur friendly competition among teams when they see how they stack up on key metrics like closed-won deals or average deal size.
  • Consistency Across Locations: Whether in a sales floor, lobby, or remote office, identical branded dashboards ensure every team member has the same view of performance.

Why Customize Your Salesforce TV Displays?

Align Dashboards with Brand Identity

A “branded dashboard” goes beyond slapping a logo on a slide. It weaves your color palette, typography, and imagery into the background, header, and chart accents to create a cohesive look. When dashboards reflect your brand, they:

  • Build trust: Familiar visuals reinforce that the data is company‑approved.
  • Increase engagement: Aesthetic consistency draws viewers in and holds attention.

Drive Engagement and Adoption

Dashboards that match your visual guidelines feel intentional, not an afterthought. By incorporating brand elements, you signal that leadership values these displays — prompting teams to check metrics more regularly.

 

Maintain Consistency Across Teams

Uniform design standards prevent confusion when dashboards migrate between departments. A consistent grid layout, color codes for revenue vs. cost, and standardized iconography help viewers quickly interpret the data no matter which screen they’re looking at.

 

Tracking Product Performance, Revenue, and KPIs with Salesforce Dashboards

Key Metrics to Display

  • Product Performance: Unit sales, defect rates, return volumes, and inventory turnover.
  • Revenue Indicators: Monthly recurring revenue (MRR), year‑to‑date revenue, average revenue per user (ARPU), and new vs. renewal revenue.
  • KPIs: Opportunity win rate, average sales cycle length, lead conversion rate, and customer satisfaction (CSAT) scores.


Real‑Time Updates and Refresh Intervals

Most digital signage platforms, including RocketScreens, allow you to set auto‑refresh intervals as low as 5 minutes, ensuring your TV dashboards stay in sync with the latest Salesforce data without manual page reloads.

 

 

Design Tips for Effective Salesforce TV Displays

Choose the Right Chart Types

  • Line charts for trend analysis (e.g., revenue over time).
  • Bar charts for comparing discrete categories (e.g., product units sold vs. returned).
  • Gauges and scorecards for at‑a‑glance KPI checks (e.g., win rate).

Maintain Readability at a Glance

  • Font Sizes: Headlines ≥ 40pt, data labels ≥ 28pt for easy viewing from 10+ feet away.
  • Contrast: Use light text on dark backgrounds or vice versa for maximum legibility.
  • Whitespace: Avoid clutter by spacing charts evenly and limiting each screen to 3–5 visualizations.

 

Branding Your TV Displays

Incorporate Company Colors and Logos

Embed your logo in the dashboard header or footer, and apply your primary brand colors to chart bars or lines to reinforce visual identity.

 

Use Thematic Backgrounds

Select subtle background patterns or gradients that echo marketing materials — just make sure they don’t compete with data elements.

 

Custom Top Bars and Footers

Add a custom top bar with your company’s tagline or a footer with live news tickers or social media handles to drive engagement beyond sales metrics.

 

Layout Optimization Strategies

Grid vs. Modular Layouts

  • Grid Layout: Symmetrical arrangement of charts for uniformity across screens.
  • Modular Layout: Flexible zones where you can swap in different reports based on time of day or audience.

Establish Information Hierarchy

Position the most critical KPI (e.g., daily sales) in the top-left corner — the first location viewers’ eyes naturally gravitate toward.

 

Responsive Design for Multiple Screen Sizes

Design dashboards at standardized aspect ratios (16:9, 4:3) and test how they render on different TV models to ensure charts don’t get cut off.

 

Implementing with RocketScreens

Seamless Salesforce Integration

RocketScreens connects securely to Salesforce via OAuth, pulling live dashboard URLs without exposing raw API credentials.

 

Secure, Automated Refresh

With RocketScreens, session tokens refresh automatically to prevent logout issues that plague manual browser setups.

 

Referencing 100+ App Integrations

Beyond Salesforce, RocketScreens integrates with Microsoft Power BI, Tableau, Google Sheets and more — perfect for teams using a blend of analytics tools.

 

Example Workflow

  1. Connect: Authenticate Salesforce within RocketScreens.
  2. Select Display: Pick the dashboard URL you wish to broadcast.
  3. Schedule: Set refresh intervals and screen rotation timings.
  4. Deploy: Push content to individual TVs or whole networks remotely.

 

Best Practices and Troubleshooting

Scheduling Display Rotations

Rotate between daily sales, team leaderboards, and executive summaries every few minutes to keep viewers engaged.

 

Monitoring Screen Health

Use RocketScreens’ dashboard to monitor playback status, ensuring screens stay online and display the correct dashboard.

 

Common Issues and Fixes

  • Session Timeouts: Enable persistent sessions or shorter refresh intervals.
  • Network Latency: Host RocketScreens player devices on wired connections for stable performance.

Customizing your Salesforce TV displays goes beyond aesthetics — it’s about making data instantly accessible, reinforcing your brand, and driving performance through visible, shared goals. By applying design best practices, aligning dashboards with your visual identity, and leveraging RocketScreens’ robust integration and management features, you’ll turn every TV screen into a dynamic source of insights that propels your business forward.