how to create home page component in salesforce

• 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.

What is home page components in Salesforce?

In this salesforce tutorial we are going to learn about creating new home page components. 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.

How to create 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 open home page detail in Salesforce?

Click on Home page Layouts as shown above. When we click on Home Page Layouts the list of home page layouts will appear. 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.

How to create a home page in Salesforce Lightning app builder?

We’re going to create a Home page from scratch. 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.

How do I add a Home page component in Salesforce lightning?

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 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 create a Home page link in Salesforce?

0:172:11How to create Custom Links in Salesforce Home Page? - YouTubeYouTubeStart of suggested clipEnd of suggested clipListen click home home page layout then after we just have to click Edit. So on the right hand sideMoreListen click home home page layout then after we just have to click Edit. So on the right hand side you can see custom links. So just click the button.

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 add components to my Home page?

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 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.

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.

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.

Can users customize the Home page in Salesforce?

0:083:05How to Customize the Salesforce Home Page for One User - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this video i'm going to show you a trick that will let you customize a home page for anMoreIn this video i'm going to show you a trick that will let you customize a home page for an individual user in your org. So what we're going to do is use a feature called conditional visibility to make

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 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.

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.

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.

Build a Winning Salesforce Homepage

To make a homepage that exceeds expectations, go ahead and plan for equal parts discovery, design, and feedback. They’re all steps in a human-centered design process. Read more in the Foundations of Design Thinking for Salesforce Admins blog post.

Pro tip 1: Ask users open-ended questions about the existing homepage

Make sure you’re asking all your who, what, why, when, and how questions. For specific prompts, see the image below. Once you have your questions, go back through and add or edit them to ensure they’re open-ended. When users feel free to share their full experience, you might be surprised by the helpful details they offer.

Pro tip 2: Wait five seconds after each response during interviews

This gives the user time to fully collect their thoughts and process what they’re seeing. It might feel awkward at first, but you’ll be amazed at how many additional insights you’ll gain.

Pro tip 3: Group homepage learnings into themes and tie each to action items

After interviews are complete, review a summary of your notes with your users. Themes fall into many categories but here are some good places to start:

Pro tip 4: Sketch out a homepage

Think about the use case above prompting a win/loss graph on the Salesforce homepage. A low-fidelity prototype for that could be a hand drawing.

Pro tip 5: Ask users open-ended questions about the new homepage

A good place to start is by asking, “How might you use this?” You can build on that by asking for red flags or moments of hesitation. For example: “What difference do you notice from your current experience?” “Do you have any concerns with the redesigned experience?” “Is there anything missing that would increase value?”

Pro tip 6: Stay open to hanging in there if constructive criticism arises

The goal is to better the design and make it the best experience possible. Sure, some added features may not be feasible. Some audiences might have different or competing needs compared to others.