Slaesforce FAQ

how to change the home page in salesforce

by Fausto Spencer Published 2 years ago Updated 2 years ago
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  • 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. ...
  • Click Save & Assign to assign the new layout to the desired User profiles.
  • Click Save.

Customize the Home Page
  1. From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.
  2. Click New.
  3. Select Home Page, then Next.
  4. Assign the label Support Home Page , then click Next.
  5. Click the Standard Home Page template.
  6. Click Finish.

Full Answer

How to customize the home page in Salesforce?

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. We observe two columns in our Home page

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.

How do I customize the home page?

The home page is what your users see first after logging in. This page can be customized to highlight information specific to the user. Easy access to pertinent information = increased efficiency. We customize the home page through the use of 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!

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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.

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.

Can users customize home page salesforce?

Just like other tabs, you can also assign different home page layouts to different users based on profile. You can add components to the sidebar or the main panel. You can also determine if custom sidebar components appear only on the Home tab or on all Salesforce pages.

How do I change the default landing page in Salesforce Classic?

Steps to follow in Salesforce ClassicClick on Setup.In the Quick Find search box, enter Apps and click it.Locate the App and click Edit.Select an object as the default landing tab on the drop down arrow.Assign it to Profiles.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

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 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 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 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 set the default page layout in Salesforce?

Where can I change default page layouts? Use the Page Layout Assignment button next to the New button on the Page Layout setup page.

How do I change the default landing app in Salesforce?

Make the App Launcher the default when users log in for the first time.From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile and scroll to the Custom App Settings section.Select Default next to the Lightning app.

What is default landing tab in Salesforce?

User A was on the Classic Sales app prior to switching to Lightning Experience and the default landing tab set to the app is the Home tab.

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.

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.

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