- Get to Know the Lightning App Builder. You can edit the existing homepage by navigating to the Home tab, clicking the gear icon and selecting Edit Page .
- Customize Your Salesforce Homepage. Next, you’ll add components to the homepage. ...
- Make Components Conditionally Visible. You can make components conditionally appear based on criteria you set. ...
- Activate Your Salesforce Lightning Homepage. You’ll need to activate your page before users can see it – click Activate in the top, righthand corner.
- 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.
How do I create a home page in Salesforce Lightning?
Just navigate to Setup, enter Lightning App Builder in the Quick Find box, and then select Lightning App Builder. Next, either click on New to create a new Lightning Home page or click Edit to an existing Home page. The Home page can be modified to display a variety of components or data per each Salesforce profile.
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.
What can I do with the Salesforce Lightning app?
Add and Customize Tabs on Lightning Pages Using the Lightning App... Track Certain Data Privacy Preferences for Leads and Contacts... Formulas: How Do I ... ? Can I use the same domain name for my Salesforce Sites and my... What Can I Do with External Services? Use External Change Data Capture to Track Data Changes on External...
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 my 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.
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 the home dashboard in Salesforce?
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.
How do I change the tab layout in Salesforce?
Customize Your Tabs in Salesforce ClassicFrom your personal settings, if you're using the Improved Setup User Interface, enter Customize My in the Quick Find box, then select Customize My Tabs. ... If you have access to multiple apps, select the app whose tabs you want to customize from the Custom Apps drop-down list.More items...
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.
What is Lightning home page?
When a user first logs into the org, the landing page that is seen is the Home Page. Creation of home page: 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.
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 change page layout in Salesforce lightning?
Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items...•
How do you add a dashboard to the Lightning home screen?
0:231:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat i'm going to do is i'm going to click the home tab. Right so this is where everyone would startMoreWhat i'm going to do is i'm going to click the home tab. Right so this is where everyone would start off in the sales app and then what i'm going to do is click the gear icon. And click edit. Page.
How do I customize my tabs?
When you open a new tab in Chrome browser, under the search box, you can see the websites you visit frequently.Open Chrome browser.Click New tab .On the right, click Customize .Go to Shortcuts and choose an option: ... Make your changes and click Done.To edit or remove a website, point to the icon.More items...
How do I see all the tabs in Salesforce lightning?
Yes, it is a two-step process which is what makes it a bit confusingGo to the Home Page and click the SETUP GEAR ICON >>Under PLATFORM TOOLS >> APPS will appear.Click on APPS and APP MANAGER will appear.Click APP MANAGER >>Within the APP MANGER screen find SALES – Lightning Sales in the List.More items...•
How do I add a tab to the lightning app in Salesforce?
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.
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.
