how to create a new home page template salesforce

To create custom Page layouts in Salesforce go to object | Page Layouts | Create New. Click on New button to create New Page Layout for the object Pharma Product. Select the existing page layout from the drop down menu.

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How to create home page components in Salesforce?

To create home page components go to Setup=>Create=>Home page components=>new. Now click o New button to create new home page component. Click on new button to create new home page component. Now a new page will be opened where we have to enter all the details as shown below.

How to create email templates in Salesforce?

Click Email Templates. It's in the expanded options below "Email" in the sidebar to the left. If you are using Salesforce Lightning, click Classic Email Templates. Click New Template. It's the above the list of email templates in the main section of the screen. There are probably a number of templates that the company has created already.

How do I create a new Salesforce site?

After registering your Salesforce Sites domain, create a Salesforce Site. From Setup, enter Sites in the Quick Find box, and select Sites. Click New, or click Edit to modify an existing site. On the Site Edit page, configure the following settings.

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 create a new homepage in Salesforce?

Create a New Home Page Using Lightning App BuilderFrom 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 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 homepage in Salesforce 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 create a custom home page?

Create a Custom Home Page for Lightning ExperienceFrom Setup, enter App Builder in the Quick Find box, then click Lightning App Builder.Click New, select Home Page, then click Next.Step through the wizard and name the page New Home Page, select the Standard Home Page template, and then click Finish.More items...

How do I create a custom template in Salesforce?

Custom Lightning page template components are supported for record pages, app pages, and Home pages. Each page type has a different interface that the template component must implement....Build the Template Component Structure. ... Configure Template Regions and Components in the Design Resource. ... (Optional) Add a Template Image.

How do I create a template in Salesforce?

Create TemplatesClick Create.Hover over Template.Select a template type. When creating from an existing template, select the template to start creating from and click Select.Save the template.Complete required fields.Add content to the email.Save the email.

How do I customize my home screen 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 add a dashboard to my Home page?

Drag and drop the Dashboard standard component into place. From the Dashboard dropdown list, choose a dashboard to embed. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading. Click Save.

How do you add a dashboard to your Home page?

0:321:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. AndMoreAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. And then i could grab my component from the left hand side dashboard. And drag it pop it up there. And

How do I assign a Home page to Salesforce profile?

Assign Home Tab Page Layouts to ProfilesFrom Setup, enter Home Page Layouts in the Quick Find box, then select Home Page Layouts.Click Page Layout Assignment.Click Edit Assignment.Choose the appropriate page layout for each profile. ... Click Save.

Can users customize the Home page in Salesforce?

Next, you'll add components to the homepage. Useful standard components for the homepage could include: Key Deals – an Opportunity list that can be filtered by users to show all their deals, deals closing soon, and other helpful list views.

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 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.

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 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.

1. Build the Template Component Structure

A custom template is an Aura component bundle that should include at least a .cmp resource and a design resource. The .cmp resource must implement a template interface, and declare an attribute of type Aura.Component [] for each template region. The Aura.Component [] type defines the attribute as a collection of components.

2. Configure Template Regions and Components in the Design Resource

The design resource controls what kind of page can be built on the template. The design resource specifies:

3. (Optional) Add a Template Image

If you added a description to your .cmp resource, both it and the template image display when a user selects your template in the Lightning App Builder new page wizard.

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.

How to use email template?

You can use your email template by going to a contact page, scrolling down to the bottom and clicking the "Send an Email" button under "HTML Email Status.". Click "Select Template" at the top and choose your newly created template. You can also mass email contacts with your template.

What is Salesforce Lightning?

If you are using Salesforce Lightning, click the icon that resembles a gear. Salesforce Lightning is the new user interface for Salesforce that launched in 2015. Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface.

How to use custom domain?

If your company has a custom domain, click Use custom domain below the login screen and enter the custom domain in the space provided. If you don't know your custom domain, contact your administrator. Click on the small arrow next to your username. It's in the upper right hand corner.

How to make a letterhead?

The first time you create a new letterhead, you will be given some information about letterheads. Click Next to continue. To create a new letterhead, click New Letterhead.

Can you create an email template in Salesforce?

You can create an email template that can be sent out en masse, allowing you to reach customers quickly. This article will tell you how to create an email template in Salesforce.

Does Salesforce email have tracking?

Salesforce HTML emails are set up for tracking, so you can easily find out if someone has opened your email and how many times they have read it. A text email does not have tracking, but it runs a high risk of being filtered by anti-spam programs. ...