Slaesforce FAQ

how to add activities to home page salesforce visualforce

by Lisette Denesik Published 2 years ago Updated 2 years ago
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1 Answer.

  • Step 1: Create a Visualforce Page and add your component.
  • Step 2: From Setup, click Customize | Home | Home Page Components.
  • Step 3: Click New.
  • Step 4: Enter a name for the component HomePageOpps.
  • Step 5: Choose the type of component Visualforce Area.

Full Answer

Can I use a Visualforce page in detail buttons?

You only get this option if there are Visualforce Pages available that implement the correct controller. If you see a page like this in your org, you should have the option enabled. This StandardController implementation also enables you to use the Visualforce Page in Detail Buttons. There may be other attributes.

How to add a VF component in Salesforce?

You can't directly add VF Component.. Create a Visualforce Page and add your component. Step 2: From Setup, click Customize | Home | Home Page Components. Step 3: Click New. Step 6: Click Next Step 7: Select Wide, your new Visualforce page HomePageOpps, and Height of 200 Check Show Scrollbars

How do I add a flow to a Visualforce page?

To add a flow to a Visualforce page, embed it using the <flow:interview> component: Find the flow's API name. From Setup, enter Flows in the Quick Find box, then select Flows. Click the name of the flow that you want to embed.

How do I set variables in a Visualforce page?

You can also set variables by using standard Visualforce controllers. For example, if the Visualforce page is using the standardCase controller, you can enhance the page to pass in the data from the standard controller. For more examples of setting variable values, see Set Flow Variable Values from a Visualforce Page.

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How do I add tasks to my Home page in Salesforce?

Customize the 'My Tasks' component on Home Page layoutsFrom your Classic Home page, click any Task to pull up the Task details.Click the List View icon.Copy the URL from your browser (it's going to be something like: https://instance.salesforce.com/007)Navigate to Setup | Customize | Home | Home Page Components.More items...

How do I add VisualForce to my Home page?

Go to setup and search Lightning app builder.2.) Click New.3.) Create a new lightning page model appears. ... 4.) Write the name for the label and click Next.5.) On the next page, select Clone Salesforce Default page or create a new page. ... 7.) Drag and drop Visualforce from the standard Component list on the left.8.)

How do I customize my Salesforce Home page?

Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.

How do I customize my Salesforce Home page lightning?

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.

How do I add a Visualforce page to a page layout in Salesforce lightning?

Now we are editing Account layout to embed visualforce page. Click on Edit Button as shown above....Follow the steps to embed visualforce page.Drag a new section into page layout.Now Select Visualforce page.Drag Visualforce from the list to new section.Click on Save Button.

How do I add a Visualforce page to quick action?

To create a custom button for an standard object, go to the “Buttons, Links and Actions” section in the object and clic in “New Button or Link”, select the visualforce page option in Content Source and, finally, add it to the Object's Layout from Mobile & Lightning Actions.

How do I add lightning components to my Home page?

Navigate to Setup > Platform Tools > User Interface > Lightning App Builder. On the Lightning Pages section, click New. Select App Page, Home page, or Record page, where you want to add the component. In the Label field, enter the name of the lightning page and click Next.

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.

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.

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.

Setting Variable Values in a Flow

In this example, we'll build a simple flow to allow customer support agents to troubleshoot modem issues by creating a case. You can set the value of variables when starting a flow through the <apex:param > component.

Setting the finishLocation Attribute

Building on our modem troubleshooting example, we'll also set the finishLocation attribute to redirect the user to the Salesforce home page when they click on the Finish button at the end of the flow.

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