To edit the Mobile Home page, tap Edit to add, remove, and rearrange cards. From here, users can also change which report appears on the Pinned Report card or select specific calendars for the My Calendar card. When users edit their Mobile Home page, these configurations are saved and accessible from the Salesforce app on any mobile device.
Full Answer
What is mobile home in Salesforce?
Mobile Home is a set of configurable, dynamic cards that show personalized information for your users. When users open the Mobile Home page, they can see their reports, recent records, favorites, and more. Each card shows information that’s based on what users view in Salesforce.
How to provide individualized views of a dashboard in Salesforce classic?
Provide Individualized Views of a Dashboard in Salesforce Classic... Add a Dashboard Component in Salesforce Classic Link a Dashboard Component to a Website or Salesforce Record Filter a Dashboard Formatting Settings for Dashboard Bar Chart Components
How to build a custom default home page in Salesforce lightning experience?
Tutorial: Build a custom default Home page in Salesforce Lightning Experience. 1 1. Click on the Setup gear icon at the top right of the main Home page. 2 2. Go to Setup: 3 3. Type App builder in the Quick Find search box: 4 4. Select the Lightning App Builder. 5 5. Click the New button: More items
How do I manage reports in Salesforce?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Delete a Row-Level Formula Schedule a Report for Refresh Get Notified When Report Conditions Are Met Opportunities Reports Add a Summary Formula to a Joined Report Delete a Report Opportunity Field History Report Export a Report
How do I customize my home dashboard in Salesforce?
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 edit the dashboard in Salesforce?
0:043:28II. Creating and Editing Dashboards - Salesforce.com Training - YouTubeYouTubeStart of suggested clipEnd of suggested clipHi my name is Brandon Walters and I'll be your instructor for this video. In this tutorial you'll beMoreHi my name is Brandon Walters and I'll be your instructor for this video. In this tutorial you'll be editing and adding dashboards. For demonstration purposes we are in a Salesforce developer edition
How do I customize the Home page in Salesforce lightning?
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.
Why can't I edit a dashboard in Salesforce?
Users with the Manage Dashboards permission can not edit Dashboards which they did not create. This is expected behavior. In order for Users to Edit Dashboards they did not create, they need to have the "View All Data" permission on their Profile.
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.
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.
How do I edit my existing dashboard?
Change a Dashboard's PropertiesClick the Dashboard Properties button.Edit the dashboard title and/or folder. Make the desired changes to your dashboard.Click OK to close the Dashboard Properties dialog box.
Can I edit someone else's dashboard in Salesforce?
Currently you cannot edit a dashboard if it was created by somebody else, even if you have Manage/Edit Dashboards permissions.
How do I give permission to dashboard in Salesforce?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.