Slaesforce FAQ

how to create a salesforce home page

by Eleanore Steuber Published 2 years ago Updated 2 years ago
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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.

Create a New Home Page Using Lightning App Builder
  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

What is the home page layout of Salesforce?

Salesforce.com home page layout consists of standard components like recent items, messages, alerts and custom components. We can edit standard components in salesforce.com home page layout. If we want to create custom home page component follow the steps before creating custom home page components.

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 to create a VF page in Salesforce?

For creating visualforce page, create your VF page first. Creating new home page components. 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.

How to create and edit Salesforce sites?

Create and Edit Salesforce Sites Field Description Active Select when you’re ready to make your si ... Active Site Home Page The landing page that users are directed ... Inactive Site Home Page The landing page that users are directed ... Site Template The template that provides the page layo ... 20 more rows ...

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How do I create a Home page 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 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 Home page in Salesforce?

The homepage is typically the first tab a user lands on when logging into Salesforce, giving them access to everything they need to manage their day. You can have multiple homepages in Lightning, assigned as the org default, or assigned to Apps or specific profiles.

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.

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 deploy a Home page in Salesforce?

Here we will learn about how the page layout is associated to Home page. We can access Home page by clicking Home Tab. Login into Salesforce.com to configure Home page Layout in Salesforce go to Setup | Build | Customize | Home | Home page Layouts. Click on Home page Layouts as shown above.

What should I put on my Salesforce Home page?

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.

What is Home page layout?

There is no standard home page layout, but most home pages include a navigation bar that provides links to different sections within the website. Other common elements found on a home page include a search bar, information about the website, and recent news or updates.

How do I create a custom Home page 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 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.

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 assign a lightning Home page to my profile?

Assign Custom Home Pages to Specific Apps and Profiles From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder. click Activate from the Page Saved dialog or click Activation. While editing a Lightning app, select the Pages tab, click Open Page, then click Activation.

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.

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