A Salesforce homepage can be edited or created using the Lightning App Builder: a point-and-click tool that enables you to create pages for Salesforce Lightning Experience and the mobile app. You can edit the existing homepage by navigating to the Home tab, clicking the gear icon and selecting Edit Page .
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 ...
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 to optimize page layouts for the Salesforce mobile app?
Tips for Optimizing Page Layouts for the Salesforce Mobile App Assign Page Layouts from a Customize Page Layout or Record Type Page Tracking Customer Requests for Data Privacy Updates Edit Multi-Line Layouts for Opportunity Products
What is custom help in Salesforce classic?
Custom Help in Salesforce Classic Calculate Field Values With Formulas Formula Operators and Functions I–Z Sort Picklists Considerations for Using Learning Paths Change the Custom Field Type Notes on Using the Original Page Layout Editor Enable or Disable Translation Workbench Formula Best Practices Create Global Publisher Layouts
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.
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 change 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.
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 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 homepage 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 add a dashboard to my home page?
0:321:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. AndMoreAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. And then i could grab my component from the left hand side dashboard. And drag it pop it up there. And
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...•
How do I add a list view to my homepage in Salesforce?
Now, you have to add the same to the Home Page Layout.Go to Setup | Customize | Home | Home Page Layouts.Click Edit.From the Select Wide Components to Show check the option Lead List.Click Next.Decide the sort order for the Wide Area Components.Save.
What is Salesforce home page?
The home page is what your users see first after logging in. This page can be customized to highlight information specific to the user. Easy access to pertinent information = increased efficiency. We customize the home page through the use of the Lightning App Builder.
What is Lightning app builder?
The Lightning app builder is a point-and-click tool that’s easy to create a custom home page, record page and an app page for the Salesforce Lightning Experience and mobile app.
What is custom component?
Custom Components: Custom components that you or your developer have created.
What page do you use for ideas?
For ideas sites, you must use the IdeasHome page. For answers sites, use the AnswersHome page. If you don’t use a site template, your site inherits its look and feel from its associated portal.
What happens when multiple custom domains serve this site?
If multiple custom domains serve this site, requests are routed to the site’s primary custom URL only if it’s an HTTPS custom domain. Otherwise, requests are redirected to the first HTTPS custom domain associated with this site, in alphanumeric order. If no HTTPS custom domain serves this site, this option has no effect.
What does the referrer header show?
When loading pages, the referrer header shows only Salesforce.com rather than the entire URL. This feature eliminates the potential for a referrer header to reveal sensitive information that could be present in a full URL, such as an org ID. This feature is supported only for Chrome and Firefox.
Can you frame by any page?
Don’t allow framing by any page (most protection ): The most secure level, but it can cause certain pages to appear as blank pages. To avoid this issue, use the default setting instead.
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.
How to customize your home page?
To begin to customize your Home Page, you'll first need to be using the 'Lightning Experience'. You can switch by selecting the 'Switch to Lightning Experience' link: Navigate to the Home tab in your Org. Navigate to the Setup menu and select Edit Page; this opens the Lightning App Builder : Pages will display the most recently updated pages.
How to add a component to a page?
Hover over the component and drag and drop it to add it to the page. Depending on the component, additional elements may display in the right-side pane (for example, 'List View').
What happens if you add too many items to a page?
Note: If you add too many items to a page, you will receive a notification from Salesforce. For example: "Too many List View components on one page can cause page perfomance issues. Use them sparingly."
