Slaesforce FAQ

how to make home page as default in salesforce

by Prof. Miller Champlin Published 2 years ago Updated 2 years ago
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Select a Default Home Page Dashboard within Salesforce Classic

  1. Click Customize Page in the "Dashboard" section of the Home tab.
  2. Select a dashboard to be the Home Page default.
  3. Click Save.

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.

Full Answer

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 change the default home page template?

In the dialogue box, Choose Page Template, which shows the selection of Standard Home Page as default. You can change it later, in case if you change your mind!

What happens when you create a page from scratch in Salesforce?

If you create a page from scratch, then you own it completely and new page capabilities Salesforce rolls out don’t appear automatically. We’ll tweak the position of the components on the standard Home page layout slightly to give you an idea of what’s possible. Let’s get started!

How do I create a custom home page?

You can also customize the page for different types of users and assign custom pages to different apps and app-and-profile combinations. 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.

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How do I change the default 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 change the default landing app in Salesforce?

Make the App Launcher the default when users log in for the first time.From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile and scroll to the Custom App Settings section.Select Default next to the Lightning app.

How do I assign a Home page to Salesforce profile?

Assign Home Tab Page Layouts to ProfilesFrom Setup, enter Home Page Layouts in the Quick Find box, then select Home Page Layouts.Click Page Layout Assignment.Click Edit Assignment.Choose the appropriate page layout for each profile. ... Click Save.

What is default landing tab in Salesforce?

User A was on the Classic Sales app prior to switching to Lightning Experience and the default landing tab set to the app is the Home tab.

How do I change the default landing page in Salesforce community?

In the Site Detail section, click Edit. In the Active Site Home Page field, select your custom Visualforce page. Click Save.

How do I make lightning default in Salesforce?

From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ... Select the Roll Out phase.Click Launch Lightning Experience to expand the stage.Click Switch Users next to Make Lightning Experience the default interface. ... Click the. ... Save your selections.

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.

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.

What is Home page in Salesforce?

The homepage is typically the first tab a user lands on when logging into Salesforce, giving them access to everything they need to manage their day. You can have multiple homepages in Lightning, assigned as the org default, or assigned to Apps or specific profiles.

How do I change the default tab in Salesforce lightning app?

0:323:04How to Change the Default Tab on a Salesforce Lightning Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf it basically just edits pages. Now there are lightning pages that are app pages and so that is iMoreIf it basically just edits pages. Now there are lightning pages that are app pages and so that is i think why salesforce is calling this the lightning. App builder instead of the lightning page editor

How do I change the default tab that is viewable when a record is opened in lightning experience?

How to change the default "Tab" that is viewable when a record is opened in Lightning ExperienceGo to Setup > Object Manager (Tab) > Select the Object related to the record.Once the object page opens, select "Lighting Record Pages" and select the page you want to update and when that page opens, select "Edit". (More items...

What is the difference between default off and tab hidden in Salesforce?

Default Off: Hide the tab by default for users with this profile. Individual users can override this setting. Tab Hidden: Hide the tab and do not allow individual users to override this setting in their personal customization.

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.

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