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. ...
- Select the components you'd like to include.
- Click Next to select the order you would like the components to appear on the page. ...
- Click Save & Assign to assign the new layout to the desired User profiles.
- Click Save.
- Click the gear icon.
- Go to Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.
- Click New, and select Home Page.
- Click Next.
- Enter label.
- Click Next.
- Choose Page Template.
- Click Finish.
How to build a custom default home page in Salesforce lightning experience?
Tutorial: Build a custom default Home page in Salesforce Lightning Experience. 1 1. Click on the Setup gear icon at the top right of the main Home page. 2 2. Go to Setup: 3 3. Type App builder in the Quick Find search box: 4 4. Select the Lightning App Builder. 5 5. Click the New button: More items
What happens when you select Edit page in Salesforce Lightning?
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 change the default home page template?
In the dialogue box, Choose Page Template, which shows the selection of Standard Home Page as default. You can change it later, in case if you change your mind!
What are page copies in Salesforce Lightning app builder?
This copy is what you then edit in the Lightning App Builder. 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.
How do I change the Home page layout 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.
How do I change my lightning page template?
When you view a Lightning page's properties in the Lightning App Builder, click “Change” next to the Template field to start the template switching process. There will be follow-up steps that walk you through mapping your previous layout to the new layout. Hope this is a useful tip!
How do I change the Home page on my lightning dashboard?
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 the 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 change the default homepage in Salesforce?
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. To restore the standard Home page, select System Default.
How do I add a custom template to lightning?
Once implemented, your custom template is available in the Lightning App Builder's new page wizard for your page creators to use....It's either a template, or it's not.Build the Template Component Structure. ... Configure Template Regions and Components in the Design Resource. ... (Optional) Add a Template Image.
How do I create a custom lightning page in Salesforce?
Let's get started.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Select Record Page and start stepping through the wizard.Name your page New Opportunity Page , and select Opportunity. ... Choose the Header, Subheader, Right Sidebar template, and click Finish.More items...
Where is Flexipage in Salesforce?
After creating flexipage tab, We have to tell Salesforce1 engine to display this tab in navigation menu of salesforce 1. Navigate to “Setup | Administration Setup | Mobile Administration | Mobile Navigation” and add Flexipage to navigation.
How do I customize the Lightning dashboard in Salesforce?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.
How do I add a home tab in Salesforce lightning?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.
How do I change my dashboard in Salesforce?
If your Home tab contains a dashboard snapshot, you can change the dashboard....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 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 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.
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.
Introduction
The Salesforce Lightning Home Page remains pretty standard for a lot of my clients, but due to improvements over recent releases it’s now fully customisable. As recently mentioned in my post 4 Amazing Lightning Experience Features to Implement, this is a great way to bring relevant information to different sets of users across your business.
Tutorial
1. The first step you will need to take is to create the report that you wish to use as your basis for the Report Chart. The Lightning Component that we are going to use later on will only recognise Reports that use a chart within them, so when creating your report, ensure you add a chart with the correct groupings.