Slaesforce FAQ

how to enable users to update homepage in salesforce lightning

by Leonie Watsica IV Published 3 years ago Updated 2 years ago
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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.

Activate the new Home Page
  1. Click Save in the upper right corner, then Activate.
  2. Click App and Profile.
  3. Click Assign to Apps and Profiles.
  4. Select Service Console and click Next.
  5. Select Custom: Support Profile and System Administrator.
  6. Click Next and Save. ...
  7. Click the <- Back button to leave the Lightning App Builder.

Full Answer

How do I create a support page in Salesforce Lightning app?

From 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. Display the five most recent cases.

How do I customize Salesforce home pages for users?

With Summer ‘16, you can customize Salesforce home pages for your users by using the Lightning App Builder. With Summer ‘16, we have the power as Salesforce Admins to build different home pages featuring charts, lists, recent items, tasks, rich text – any number of components – and assign different home pages for each user profile.

How to assign Salesforce Lightning Experience user permission?

Enable Lightning Experience User checkbox only if you want to give ability to switch back to classic, if not enable Hide Option to Switch to Salesforce Classic too. Once you have both the Permission set, You can do a dataload using dataloader to assign permission set to Users.

How do I customize the home page in the Lightning app?

We customize the home page through the use of the Lightning App Builder. From 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.

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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.

Can users customize Home page salesforce?

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.

How do I assign a user to a Home page in Salesforce?

Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.

How do I change 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.

How do I customize my Salesforce home screen?

0:2614:23Customize Salesforce Lightning Home page - YouTubeYouTubeStart of suggested clipEnd of suggested clipBefore you've configured your homepage. You will probably see a standard homepage that looks aMoreBefore you've configured your homepage. You will probably see a standard homepage that looks a little bit like this in order to customize this page click the setup menu. And select edit page. This

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 change the homepage 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 add lightning components to my home page?

Navigate to Setup > Platform Tools > User Interface > Lightning App Builder. On the Lightning Pages section, click New. Select App Page, Home page, or Record page, where you want to add the component. In the Label field, enter the name of the lightning page and click Next.

How do I set a default landing tab in Salesforce lightning?

Steps to follow in Lightning:Click Setup.In the Quick Find search box, enter 'App Manager'.Hover over the App you want to configure | Click the arrow on the left.Select Edit.Select Tab.Drag the 'Custom Tab' to the top of the list.Click Save.

How do you customize your homepage?

Choose your homepageOn your computer, open Chrome.At the top right, click More. Settings.Under "Appearance," turn on Show Home button.Below "Show Home button," choose to use the New Tab page or a custom page.

What is difference between app page and homepage 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.

What is the difference between home page and app page?

Basically, the difference is: Home page is the 'Home' tab in Lightning, which you can customize in app builder. App (Home) Page are standalone pages that can be exposed as a independent tabs in the menu.

Introduction

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.

Lightning Components

A Lightning component is a smaller and reusable application which can be used in Lightning pages in the Lightning App Builder. There are three types of Lightning components available to make up your Lightning app:

Tutorial: Build a custom default Home page in Salesforce Lightning Experience

1. Click on the Setup gear icon at the top right of the main Home page

Conclusion

That’s it. You are done. Very quick and very easy. Your brand-new Lightning app home page is ready and activated. You can easily build out-of-the-box Lightning app according to your users’ requirements with standard and custom components.

Is the System Administrator Profile always up to date?

As the System Administrator Profile is always kept up to date with Report and Dashboard permissions there isn’t anything more to do but monitor release notes to understand what is available.

Do managers consume more information in dashboards?

Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.

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. ...

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.

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:

Can you enable permissions in Salesforce?

the Salesforce license, select Salesforce. You can enable permissions only allowed in the Salesforce license. the Identity Connect permission set license, select Identity Connect. You can enable permissions only allowed in the Identity Connect license. different licenses, select None.

Can admin give access to users?

Admin have ability to give access on both Profile and User Level. Be cautious to give access on profile level when you are not ready for Lightning and starting a pilot for Lightning Migration. When you enable Lightning in your Org, All the standard profile users will get the Lightning access and you cannot turn it off.

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