(Reminder: Admins can customize the Salesforce homepage for sales agents one way and managers or marketers another way.) However, if the designer stays open-minded and adaptable, then the user feels like they can share honestly. And that’s how winning homepages — like the one below — get built.
How to create a home page in Salesforce Lightning app builder?
We’re going to create a Home page from scratch. Beyond the Basics: When you select Edit Page for the first time, Salesforce makes a copy of the standard page. This copy is what you then edit in the Lightning App Builder.
How do I edit a custom page in Salesforce Lightning?
If a customized page exists and is active, selecting Edit Page opens that page to edit. We’re going to create a Home page from scratch. Beyond the Basics: When you select Edit Page for the first time, Salesforce makes a copy of the standard page. This copy is what you then edit in the Lightning App Builder.
How to optimize page layouts for the Salesforce mobile app?
Tips for Optimizing Page Layouts for the Salesforce Mobile App Assign Page Layouts from a Customize Page Layout or Record Type Page Tracking Customer Requests for Data Privacy Updates Edit Multi-Line Layouts for Opportunity Products
What can I do in manage Salesforce sites?
Manage Salesforce Sites Standard Pages Creating Site.com Pages Editing and Working With Site.com Page Elements Adding Page Elements to Pages as a Contributor Deleting Languages Adding Custom Code to Pages View the CommunityBranding Style Sheet Site.com Tab Overview Editing Content Blocks as a Contributor Adding Anchors to Pages in Design Mode
Can users customize the home page in Salesforce?
You can edit the existing homepage by navigating to the Home tab, clicking the gear icon and selecting Edit Page. You can also create new ones from the Lighting App Builder by going to Setup > User Interface > Lightning App Builder.
Can users customize their home page in Salesforce lightning?
Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities.
How do I edit my home page in Salesforce?
0:1414:23Customize Salesforce Lightning Home page - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let's get into the tutorial. So when you first log in to Salesforce. Before you've configuredMoreSo let's get into the tutorial. So when you first log in to Salesforce. Before you've configured your homepage. You will probably see a standard homepage that looks a little bit like this in order to
How do I assign a homepage to a user in Salesforce?
Assign Home Tab Page Layouts to ProfilesFrom Setup, enter Home Page Layouts in the Quick Find box, then select Home Page Layouts.Click Page Layout Assignment.Click Edit Assignment.Choose the appropriate page layout for each profile. ... Click Save.
How do I customize my Salesforce lightning homepage?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
What is the difference between app page and home page in Salesforce?
The Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn't actually have to be included in all Apps, (so the definition is blurry). An App Page is just a single, static page, (lacking a record detail) that you can customize and put anywhere.
How do I change my home dashboard in Salesforce?
Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.
How many dashboards can be displayed in the home page at once?
3The limit is 20 components per dashboard, but when you try to display them on home page you can show 3 only. A dashboard filter can have up to 50 values.
What is home page components in Salesforce?
Home Page Component. Home page components helps to customize the home tab in Salesforce classic . you can customize your home tab by including the components. You may edit the standard component such as message alerts,sidebar links by click on Edit or you may create new custom component by click on new.
How do I change the default landing page in Salesforce Classic?
Steps to follow in Salesforce ClassicClick on Setup.In the Quick Find search box, enter Apps and click it.Locate the App and click Edit.Select an object as the default landing tab on the drop down arrow.Assign it to Profiles.Click Save.
How do I change the login page in Salesforce?
To customize your Salesforce login page, follow these steps:Navigate to Setup | Administer | Domain Management | My Domain.Go to the Login page branding section and click on Edit.Click on Browse and upload the Header Logo if you want to use your ...
How do I assign a lightning page to a profile?
Click an Object from the list. Click on Lightning Record Pages from the left hand panel. Click on the View Page Assignments button in the top right corner. In the Look Up an Assignment box select a value for each of the the available App, Record Type, and Profile picklists.
What does it mean when you edit a page in Salesforce?
Pages created like this—as copies—retain a reference to the standard page, which means that Salesforce can upgrade the page copies for you with new capabilities in the future. If you create a page from scratch, then you own it completely and new page capabilities Salesforce rolls out don’t appear automatically.
How to make a custom home page?
You can create a custom Home page in a few different ways: Create it from scratch using a template, clone it from another custom Home page, or edit a page from the Home tab in a Lightning app. To edit an existing page, you can click from the Home page, and then select Edit Page to create a copy of the current page to edit.
How to assign a profile to a sales app?
Click App and Profile, then click Assign to Apps and Profiles. Select the Sales app, then click Next. Scroll down the list of profiles and select System Administrator, then click Next . Review the assignment, and then click Save. That’s it. Now all users with the System Administrator profile see your New Home Page while working in the Sales app. ...
Can you save a Lightning page?
Yes, there is. Saving the page isn’t enough to get it out to your users. Lightning pages must be activated before your users can see them. Normally, if you aren’t done with your page, or aren’t ready to make it public, you can click Not Yet here to save the page and return to the App Builder. But that’s not us.
Can you customize your Lightning Experience?
Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities. You can also customize the page for different types ...
Can you make a home page the default?
When activating a Home page, you have three different options: You can make your page the default for everyone in the org, the default for an app, or assign it to one or more app and profile combinations , giving your users access to a page designed just for their role.
Build a Winning Salesforce Homepage
To make a homepage that exceeds expectations, go ahead and plan for equal parts discovery, design, and feedback. They’re all steps in a human-centered design process. Read more in the Foundations of Design Thinking for Salesforce Admins blog post.
Pro tip 1: Ask users open-ended questions about the existing homepage
Make sure you’re asking all your who, what, why, when, and how questions. For specific prompts, see the image below. Once you have your questions, go back through and add or edit them to ensure they’re open-ended. When users feel free to share their full experience, you might be surprised by the helpful details they offer.
Pro tip 2: Wait five seconds after each response during interviews
This gives the user time to fully collect their thoughts and process what they’re seeing. It might feel awkward at first, but you’ll be amazed at how many additional insights you’ll gain.
Pro tip 3: Group homepage learnings into themes and tie each to action items
After interviews are complete, review a summary of your notes with your users. Themes fall into many categories but here are some good places to start:
Pro tip 4: Sketch out a homepage
Think about the use case above prompting a win/loss graph on the Salesforce homepage. A low-fidelity prototype for that could be a hand drawing.
Pro tip 5: Ask users open-ended questions about the new homepage
A good place to start is by asking, “How might you use this?” You can build on that by asking for red flags or moments of hesitation. For example: “What difference do you notice from your current experience?” “Do you have any concerns with the redesigned experience?” “Is there anything missing that would increase value?”
Pro tip 6: Stay open to hanging in there if constructive criticism arises
The goal is to better the design and make it the best experience possible. Sure, some added features may not be feasible. Some audiences might have different or competing needs compared to others.