Slaesforce FAQ

how to allow user to edit home page components salesforce

by Prof. Torey Lehner I Published 2 years ago Updated 2 years ago
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Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page. You are able to move components up and down on the page, but are not able to move components from left to right. Click Save & Assign to assign the new layout to the desired User profiles.

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.

Full Answer

How to use a custom home page in Salesforce tabs + Visualforce site?

Use a Custom Home Page in Your Salesforce Tabs + Visualforce Site Configure the Default Login Page to Use a Custom Home Page Add Custom Pages That Don’t Require Login

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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Enable Leads for Visualforce Sites Use a Custom Home Page in Your Salesforce Tabs + Visualforce Site Files Best Practices and Considerations for Guest Users Configure Guided Setup Reports

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Switching Between Your Salesforce Org and Your Experience Cloud Sites Market Development Funds Experience Builder Sites Search Best Practices and Considerations... Share Partner Marketing Budgets with the Channel Account Manager

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Can users customize Home page 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?

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 assign a user to a Home page in Salesforce?

Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.

How do I customize my Salesforce Lightning home page?

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 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.

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.

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.

Which component can be included in a custom homepage layout choose 3?

Which component can be included in a custom home page layout? Dashboard components, messages and alerts, and pending approvals list.

How do I assign 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 find the assignment of my home page in Salesforce?

If you go to Setup and search for "Home" in the quick find box, you should be able to see all of your Lightning Home Pages and the assignments by profile.

What should I put on my Salesforce homepage?

You can customize the Salesforce Home tab to include components such as sidebar links, a company logo, a dashboard snapshot, or custom components that you create. A dashboard snapshot is a clipping of the top row of a dashboard's components.

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