Slaesforce FAQ

how to add home page component in salesforce

by Prof. Edwardo Swift DVM Published 2 years ago Updated 2 years ago
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Add Custom Components to Home Page.

  • Log in to your Salesforce account.
  • Click Setup at the upper-right corner.
  • Under the Build Section Customize => Home, click Home Page Components or you can search for components on the search bar.
  • After Clicking Home page Components the following screen will be shown. Click the New button.
  • Enter name and select Type of component.
  • In my case I have selected Links and choose appropriate links and click Add button and then Save.
  • After adding, we need to add it to the Home Page Layout to show in the frontend. For this search, Home Page Layout under the Build Section Customize ...

Create Custom Home Page Components
  1. From Setup, click Customize -> Home -> Home Page Components.
  2. Click New.
  3. Enter a name for the component.
  4. Choose the type of component.
  5. Click Next. a. For links- ...
  6. Click Save.
  7. After creating the home page component, you need to add it to a home page layout.

Full Answer

How to add custom home components to the page layout in Salesforce?

We can also add custom home components to the page layout. Here we will learn about how the page layout is associated to Home page. We can access Home page by clicking Home Tab. Login into Salesforce.com to configure Home page Layout in Salesforce go to Setup | Build | Customize | Home | Home page Layouts.

How do I add home page components to my website?

Click Setup at the upper-right corner. Under the Build Section Customize => Home, click Home Page Components or you can search for components on the search bar. After Clicking Home page Components the following screen will be shown. Click the New button.

How to open home page detail in Salesforce?

Click on Home page Layouts as shown above. When we click on Home Page Layouts the list of home page layouts will appear. Our Salesforce Home page is assigned with default home page. To customize the layout click on Name as shown above. Now Home page Detail will be opened.

How do I create a support page in Salesforce Lightning app?

From 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. Display the five most recent cases.

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How do I add a Home page component in Salesforce lightning?

Create a New Home Page Using Lightning App BuilderFrom 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 component to a page layout in Salesforce?

From the object management settings for the object whose page layout you want to edit, go to Page Layouts.Click Edit next to a page layout.Click Custom Console Components.Next to the sidebar in which you want to add your component, choose how to display and organize your components by Style .More items...

Can I customize the Home page 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 add a component in Salesforce?

Create a Component to Use in the Lightning App BuilderClick the gear icon ( ... In the Developer Console, select File > New > Lightning Component.Name the component IndicatorBadges , select Lightning Record Page, and select Submit.Replace the contents of the component with this code: ... Click File > Save.

How do I add components to my home page?

Create Custom Home Page ComponentsFrom Setup, click Customize -> Home -> Home Page Components.Click New.Enter a name for the component.Choose the type of component.Click Next. a. For links- ... Click Save.After creating the home page component, you need to add it to a home page layout.

How do I add custom links to lightning home page?

Make custom links on the object's home page open in a new windowBrowse to: Setup | Customize | Home | Home Page Components.Under 'Custom Components', click New.Name your component that is easily identifiable such as "Links". ... Set the component Type as 'Links', click Next.More items...

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.

How do I add a dashboard to my homepage 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 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 add Aura components to a page?

Create and Add an Aura Component to the Record PageIn the Developer Console, select File | New | Lightning Component.For the component name, enter MyContactList .Check Lightning Record Page and then click Submit.Add a reference to the Apex controller, controller="MyContactListController" , on the aura:component tag.More items...

How do I add a component to a change set?

From Setup, enter Outbound Change Sets in the Quick Find box, then select Outbound Change Sets. In the Change Sets list, click the name of a change set, or create a new one. Click Add to add components. Choose the type of component and the components you want to add, and then click Add to Change Set.

Where are custom components in Salesforce?

From Setup, enter Components in the Quick Find box, then select Visualforce Components and click the name of a custom component to view its definition. From the detail page, you can do any of the following: Click Edit to edit the custom component. Click Delete to delete the custom component.

2. Edit the Home Page Layout

You will now edit the home page layout (s) that you want the home page component to show up on.

3. Enable the ScreenSteps Live Home Page Component

Check the box for the ScreenSteps component so that it shows up in your home page layout. The name of the component may differ from this screenshot depending on the name you used when creating the component.

4. Reorder Component

On this screen you can specify where the component should appear on the left. I have put it at the top of all other components on the page.

6. Add the Component to Other Tabs

To have the component show up on most all of your Salesforce tabs navigate to App Setup > Customize > User Interface.

How to change the home page layout in Salesforce?

To customize Home page Layout in Salesforce click on Edit button. Now select the radio buttons to show on your Narrow left column and Right wide column. Click on Next button and Save the Settings. To check the changes that are made in Home page Layout go to Home Tab.

Can you customize the home page in Salesforce?

Customizing Home Page Layout in Salesforce is nothing but changing the components they appear on sidebar, adding company logo, adding dashboard snapshots on the side bar. We can also add custom home components to the page layout.

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