how to customize homepage in salesforce lightning

In Lightning:

• Click the gear icon.
• Go to Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.
• Click New, and select Home Page.
• Click Next.
• Enter label.
• Click Next.
• Choose Page Template.
• Click Finish.
• Add your preferred components.
• Click Save.

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How to get ready for Salesforce Lightning?

Get Ready to Troubleshoot

• Learning Objectives. Explain the benefits of working with unminified code. ...
• Lightning Web Components Have Unique JavaScript Challenges. ...
• Before You Begin. ...
• Follow Along with Trail Together. ...
• Set Up Your Troubleshooting Environment. ...
• Open DevTools. ...
• DevTools Menu. ...
• Change the Location of DevTools. ...
• Enable Custom Formatters. ...
• Use Ignore List. ...

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How to create a custom tab in Salesforce Lightning?

Create a custom tab for the component. From Setup, enter Tabs in the Quick Find box, then select Tabs. Click New in the Lightning Component Tabs related list. Select the Lightning component that you want to make available to users. Enter a label to display on the tab.

How easy is it to customize Salesforce?

• Standard components
• Custom-managed components
• Custom components

How to create a custom field in Salesforce Lightning?

• Some data types are available for certain configurations only. ...
• Custom settings and external objects allow only a subset of the available data types.
• You can’t add a multi-select picklist, rich text area, or dependent picklist custom field to opportunity splits.
• Relationship fields count towards custom field limits.

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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 Salesforce Home page?

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 change the Home page on my lightning 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 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 change page layout in Salesforce lightning?

Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items...•

What should I put on my Salesforce homepage?

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 the Lightning dashboard in Salesforce?

To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.

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 button to my homepage in Salesforce?

Go to custom object definition, find Buttons and Links, and create a new List button. Next, in custom object definition, go to the Search Layouts, edit the List View layout, and add your button.

How do I add a custom template to lightning?

Once implemented, your custom template is available in the Lightning App Builder's new page wizard for your page creators to use....It's either a template, or it's not.Build the Template Component Structure. ... Configure Template Regions and Components in the Design Resource. ... (Optional) Add a Template Image.

What is Lightning Home page?

When a user first logs into the org, the landing page that is seen is the Home Page. Creation of home page: From Setup, Go to Quick Find / Search and enter App Builder then click Lightning App Builder. Click on New, will be redirected to 'Create a new Lightning Page' popup.

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 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.

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.

How do I build a custom home page?

To build a custom home page, you need to use the Lightning App Builder. This means you need to be using the Lightning Experience. For more information on how to migrate to Lightning, check out the Migrate to Lightning trail.

Easy peasy, right?

These are just a few examples of what you can do with custom Home pages, but there are so many more possibilities. When planning custom homepages for your users, remember to think about these three questions: