Generating help pages for Custom Objects Enter the values as shown above and in the context-Sensitive Help Settings select the option called Open a window using a Visualforce page and select content Name from the Drop Down as CustomObjectHelpText. Now click on Save.
How do I create a custom page in Salesforce?
Create Custom Pages with Experience BuilderIn Experience Builder, open the Pages menu on the top toolbar.Click New Page at the bottom of the Pages menu.Select the page type: Standard Page. ... Select a standard page to open it. ... Add and configure page components.Preview and publish your site.
Why would you customize the Help menu in Salesforce?
0:1110:16Customize the Help Menu in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd what to add to a customized help menu customize. The help menu for york. Made forMoreAnd what to add to a customized help menu customize. The help menu for york. Made for troubleshooting we have menu is one of the more versatile in app guidance mechanisms.
How do I create a custom 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 customize my Salesforce lightning homepage?
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.
How do I customize the Help menu in Salesforce?
You can add resources to the custom section of the Help Menu. To further customize the in-app help experience, add Learning Paths to get more robust features, such as due dates. From Setup in Lightning Experience, in the Quick Find box, enter Help Menu , and then select Help Menu. Enter a title for the custom section.
Who sees what Salesforce help?
Salesforce data sharing lets you expose specific data sets to individuals and groups of users. Permission sets, permission set groups, and profiles provide object-level and field-level security by controlling access.
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 page template in Salesforce lightning?
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 many types of lightning pages are there?
Lightning Page Type The four options are App Page, Home Page, Record Page, and Embedded Service 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.
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.
How do I customize my dashboard in Salesforce?
Required Editions 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.
Can you create a help page for custom objects?
Generating Help pages for custom objects is nothing but adding custom PDF File or PDF document for the purpose of showing help information in salesforce.com
Can PDF be used as reference in Visualforce?
PDF Document which is uploaded is stored in salesforce now we have can use that PDF Document as reference with visualforce page. TO reference with visualforce page we have to create new visualforce page as shown below.
How to create a new page in VisualForce?
If you do not have Visualforce development mode enabled, you can also create a new page from Setup by entering Visualforce Pages in the Quick Find box, then selecting Visualforce Pages, and then clicking New.
Can you add HTML to a page?
As long as you keep the required <apex:page > tag you can add as much plain text or valid HTML to this page as you want. For example, after entering the following code and clicking Save in the Page Editor, the page displays the text “Hello World!” in bold:
