If you’re using Lightning Experience, click , then select Setup Home. If you’re using Salesforce Classic and you see Setup in the user interface header, click it. If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup.
- If you're using Lightning Experience, click. , then select Setup Home.
- If you're using Salesforce Classic and you see Setup in the user interface header, click it.
- If you're using Salesforce Classic and you don't see Setup in the header, click your name, then select Setup.
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 create a lightning report in Salesforce?
Click New to create a Lightning Home page, or edit an existing page. Drag and Drop the Report chart component to the Canvas and then select the report . Or you can create your own dashboard component if you want more custmized dashboard and add to home page component. We already created an app and used Lightning App Builder.
How to display dashboards on the Lightning Experience home page?
How to display Dashboards on the Lightning Experience Home Page?? From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder. Click New to create a Lightning Home page, or edit an existing page. Drag and Drop the Report chart component to the Canvas and then select the report .
How do I create a new page in Lightning app builder?
From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder. Click New to create a Lightning Home page, or edit an existing page.
How do I find the 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.
Where is the Setup option in Salesforce?
The Setup menu is accessed from the Setup link on the upper-right corner of any Salesforce page. The Setup menu is organized into goal-based categories: Administer, Build, Deploy, Monitor, and Checkout. Personal settings, which all Salesforce users can edit, are available from a separate My Settings menu.
What is setup home in Salesforce?
Well, consider this your own personal docent tour of Salesforce Setup Home in Lightning Experience. Setup Home is a launchpad for getting you where you want to go super fast. As you become familiar with the Setup area, there's no need to memorize click paths. Instead, we've made it easy: It's all about shortcuts.
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 enable setup in Salesforce?
Look at the top of any Salesforce page. , then select Setup Home. If you're using Salesforce Classic and you see Setup in the user interface header, click it. If you're using Salesforce Classic and you don't see Setup in the header, click your name, then select Setup.
How do I enable view setup and configuration in Salesforce?
Navigate to Setup on the Salesforce Platform A Salesforce Administrator should navigate to Setup > Users > Profiles > Profile > System Permissions and ensure the View Setup and Configuration Permission is ticked.
What is Home tab in Salesforce?
You can customize the Home tab in Salesforce Classic 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 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 assign a lightning home page to my profile?
Lightning App Builder—From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder. After you save a page, click Activate from the Page Saved dialog, or click Activation and select Assign this Home page to specific profiles. next to a profile and select Change Assignment.
How do I get to the Home page in Salesforce?
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. To restore the standard Home page, select System Default.
How do I add a home tab in Salesforce lightning?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.
What is Home page layout?
There is no standard home page layout, but most home pages include a navigation bar that provides links to different sections within the website. Other common elements found on a home page include a search bar, information about the website, and recent news or updates.
Where are Lightning object settings?
In Lightning Experience, most object settings, such as fields, layouts, record types, buttons, and links, are available from the Object Manager in Setup. Always check the Object Manager if you can’t find what you want in Quick Find. For more information, see Find Object Management Settings in Lightning Experience in Salesforce Help.
What is setup home?
Setup Home is a launchpad for getting you where you want to go super fast. As you become familiar with the Setup area, there’s no need to memorize click paths. Instead, we’ve made it easy: It’s all about shortcuts. Here’s a quick overview of some spots of particular interest to you, and then we’ll cover each in more detail. Ready to start the tour? Follow us to learn about the most commonly used features!
How to find a page in setup?
And, no scrolling! Just start typing in the Quick Find box. As you type, the list only shows the pages that match your search term. Click on the name and off you go.
Can you search for a set up in Salesforce?
At first glance, you might just see the usual global search, which lets you search records across multiple objects in Salesforce. But, if you take a closer look, you’ll notice that you can search Setup records with global search. You might be wondering how this is any different from Quick Find. Quick Find locates Setup pages, such as Account Settings or Profiles, based on their page title. Global search finds specific Setup records, like the Lead Source picklist field or the Sales Rep profile.
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.
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. ...
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.
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.
Where is setup home in Lightning?
From any page in Lightning, you can click the gear icon in the upper right corner and select Setup Home (same place it is in Classic!).
What is the new feature in Lightning?
Another new feature in Lightning is the Object Manager. This is where you can find all of your objects – custom and standard – in one place. And once you are in your object, you can even search within the page for those objects with tons of fields and layouts. You can’t do that in Classic! I love this because it makes it so much easier to manage your org data.
What is the object manager in Lightning?
Object Manager – New in Lightning, you can view all of standard and custom objects in your org in one place: the Object Manager. This is a fantastic new feature in Lightning! (more about this below)
What is Salesforcea app?
Download SalesforceA – The app designed specifically for Admins, SalesforceA allows us to reset passwords, change permission sets, freeze users, and much more from our mobile devices. This box takes you directly to the Apple App Store or Google Play where you can download the app.
Can you search setup tree in Lightning?
If you love searching the setup tree in Classic, you can do it in Lightning too! And what is even cooler is the ability to search ALL setup from the search bar, so you can find specific fields, profiles, templates and more right from search.