how to add custom home page in salesforce lightning

Create a Custom Home Page for Lightning Experience.

• From Setup, enter App Builder in the Quick Find box, then click Lightning App Builder.
• Click New, select Home Page, then click Next.
• Step through the wizard and name the page New Home Page, select the Standard Home Page template, and then click Finish. An empty Home page opens, ...
• Drag the Assistant component to the top-right region.
• Drag Performance to the top-left region.
• Add Today’s Events to the lower left region and add Key Deals to the lower right region.
• Add Today’s Tasks above the Assistant.

Full Answer

How to get ready for Salesforce Lightning?

Get Ready to Troubleshoot

• Learning Objectives. Explain the benefits of working with unminified code. ...
• Lightning Web Components Have Unique JavaScript Challenges. ...
• Before You Begin. ...
• Follow Along with Trail Together. ...
• Set Up Your Troubleshooting Environment. ...
• Open DevTools. ...
• DevTools Menu. ...
• Change the Location of DevTools. ...
• Enable Custom Formatters. ...
• Use Ignore List. ...

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How to create a custom tab in Salesforce Lightning?

Create a custom tab for the component. From Setup, enter Tabs in the Quick Find box, then select Tabs. Click New in the Lightning Component Tabs related list. Select the Lightning component that you want to make available to users. Enter a label to display on the tab.

How easy is it to customize Salesforce?

• Standard components
• Custom-managed components
• Custom components

How to create a custom field in Salesforce Lightning?

• Some data types are available for certain configurations only. ...
• Custom settings and external objects allow only a subset of the available data types.
• You can’t add a multi-select picklist, rich text area, or dependent picklist custom field to opportunity splits.
• Relationship fields count towards custom field limits.

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How to make a custom home page?

What does it mean when you edit a page in Salesforce?

How to assign a profile to a sales app?

Can you save a Lightning page?

Can you customize your Lightning Experience?

Can you make a home page the default?

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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 create a custom Home page template in Salesforce lightning?

0:478:38Build a Custom Lightning Homepage Layout - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'mMoreWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'm gonna click on lightning app builder. Now from here I'm going to click new under lightning pages.

How do I create a custom Home page layout in Salesforce?

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 create a custom app home lightning page?

Create an App PageFrom Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Select App Page, and then click Next.Name your Lightning page Top Accounts and Opportunities .Select the Two Regions template, and click Finish. ... Drag the List View component into the first region.More items...

How do I create a dashboard Home page 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 do you customize your homepage?

Choose your homepageOn your computer, open Chrome.At the top right, click More. Settings.Under "Appearance," turn on Show Home button.Below "Show Home button," choose to use the New Tab page or a custom page.

What is 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 get to the Home page in Salesforce?

0:2314:23Customize Salesforce Lightning Home page - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo when you first log in to Salesforce. Before you've configured your homepage. You will probablyMoreSo 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 customize this page click the

How do I clone a Home page in Salesforce lightning?

From Setup, Go to Quick Find / Search and enter App Builder then click Lightning App Builder.Click on New, will be redirected to 'Create a new Lightning Page' popup.Select 'Home page' and click on next.Enter the label name.Choose the page template or clone salesforce default page. ... Click on Finish.More items...•

How to Customize your Salesforce Lightning Home Page

To begin to customize your Home Page, you'll first need to be using the 'Lightning Experience'.You can switch by selecting the 'Switch to Lightning Experience' link: Navigate to the Home tab in your Org.. Navigate to the Setup menu and select Edit Page; this opens the Lightning App Builder: . Pages will display the most recently updated pages.

Customize a Home Page layout - Salesforce

To create and assign custom Home Page Layouts . In Classic: 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.

Introduction

The Lightning app builder is a point-and-click tool that’s easy to create a custom home page, record page and an app page for the Salesforce Lightning Experience and mobile app.

Lightning Components

A Lightning component is a smaller and reusable application which can be used in Lightning pages in the Lightning App Builder. There are three types of Lightning components available to make up your Lightning app:

Tutorial: Build a custom default Home page in Salesforce Lightning Experience

1. Click on the Setup gear icon at the top right of the main Home page

Conclusion

That’s it. You are done. Very quick and very easy. Your brand-new Lightning app home page is ready and activated. You can easily build out-of-the-box Lightning app according to your users’ requirements with standard and custom components.

How do I build a custom home page?

To build a custom home page, you need to use the Lightning App Builder. This means you need to be using the Lightning Experience. For more information on how to migrate to Lightning, check out the Migrate to Lightning trail.

Easy peasy, right?

These are just a few examples of what you can do with custom Home pages, but there are so many more possibilities. When planning custom homepages for your users, remember to think about these three questions:

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.

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 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.