Select a Default Home Page Dashboard within Salesforce Classic
- Click Customize Page in the "Dashboard" section of the Home tab.
- Select a dashboard to be the Home Page default.
- Click Save.
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
How do I add a new home page in sales app?
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.
How do I change my homepage 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 change the home page 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 do I change my homepage in Salesforce 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.
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.
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.
How do I change the standard page in Salesforce?
From the management settings for the appropriate object, go to Page Layouts. Alternately, if you're using the Enhanced Page Layout Editor, which is enabled by default, you can customize a standard object's page layout by clicking Edit Layout on the object's detail page.
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 customize my dashboard in Salesforce?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
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 create a home page component in Salesforce?
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 create a custom homepage 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 change page layout in Salesforce Classic?
To get started, go to Setup > Customize > Lead > Page Layouts. Select the Page Layout that you would like to edit. Note that you will have to repeat the following steps for each page layout that you need to modify. First, start by adding the Crunchbase custom fields to the layout.