How do I create an app page in Salesforce Lightning?
You can create a Home page, Record page, or App page Create multiple custom pages and assign the customized pages to different user profiles 1. Click on the Setup gear icon at the top right of the main Home page 2. Go to Setup: 3. Type App builder in the Quick Find search box: 4. Select the Lightning App Builder.
How do I build a custom home page in Lightning?
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. Go to Setup and type in “Builder” in the search bar to find the Lightning App Builder.
How to set default landing page in Lightning app?
In lightning in the user interface you must un-check a chekbox that says: set Setup my default landing page. If this check is true you always end up in setup despite the default app you set. Show activity on this post. In lightning you would have to go to: Setup> Apps> App Manager, and then create a Lightning app.
What is Salesforce setup home in lightning experience?
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.
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.
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 customize my salesforce home screen?
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 change the homepage on my lightning dashboard?
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 create a custom homepage template in Salesforce lightning?
0:428:38Build 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.
What should I put on my Salesforce homepage?
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.
How do I add components to my home page?
Create Custom Home Page ComponentsFrom Setup, click Customize -> Home -> Home Page Components.Click New.Enter a name for the component.Choose the type of component.Click Next. a. For links- ... Click Save.After creating the home page component, you need to add it to a home page layout.
How do I set my homepage 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 component to a page layout in Salesforce?
From the object management settings for the object whose page layout you want to edit, go to Page Layouts.Click Edit next to a page layout.Click Custom Console Components.Next to the sidebar in which you want to add your component, choose how to display and organize your components by Style .More items...
How do I add a report to my Salesforce Home page?
Add New Report Charts:On the left side, locate Report Chart in the list of components.Click and drag the component into a space in the page view in the center. ... On the right, utilize the properties to select which report will be displayed and update the Label field.More items...
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.
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.
Quick Find
You’re probably already familiar with Quick Find. It’s the fastest way to find a page within Setup because you don’t need to remember where the page you’re looking for falls in the menu. 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.
Object Manager
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.
Global Search
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.
Create shortcut
As a Salesforce Admin, you’ve got a lot going on. You don’t have time to be messing around. So we’ve included a Create shortcut. You’re just one click away from being on the road to creating users, custom objects, custom tabs, email templates, and workflow processes.
Carousel
Everyone loves a good carousel ride. The carousel of quick-access tiles is way more than the latest and greatest feature offering from Salesforce. With the tiles, you get an easy way to:
Most Recently Used
Ever find yourself needing to quickly go back to a page in Setup? The Most Recently Used list at the bottom of the page shows some, but not all, of the Setup records that you recently viewed, edited, or created. Use it to quickly jump back to what you were working on with a single click.
