Select a Default Home Page Dashboard within Salesforce Classic
- Click Customize Page in the "Dashboard" section of the Home tab.
- Select a dashboard to be the Home Page default.
- Click Save.
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 add a new home page in sales app?
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 do I customize the home page in the App Store?
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.
How do I create a support home page?
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 set the Home page in Salesforce?
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 set the default page layout in Salesforce?
How to create custom Page layouts in Salesforce?Select the existing page layout from the drop down menu.Enter page layout name.Click on Save button.
How do I change the default landing page in Salesforce Classic?
Steps to follow in Salesforce ClassicClick on Setup.In the Quick Find search box, enter Apps and click it.Locate the App and click Edit.Select an object as the default landing tab on the drop down arrow.Assign it to Profiles.Click Save.
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 page layout in Salesforce lightning?
The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.
How do I assign page layout to a profile in Salesforce?
From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.Click View Assignment next to any tab name in the Page Layouts section.Click Edit Assignment.Use the table to specify the page layout for each profile.More items...
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 I assign a lightning Home page to my profile?
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. While editing a Lightning app, select the Pages tab, click Open Page, then click Activation.
How do I change the login page in Salesforce?
Customizing your Salesforce login pageNavigate to Setup | Administer | Domain Management | My Domain.Go to the Login page branding section and click on Edit.Click on Browse and upload the Header Logo if you want to use your ...
How do I pin a dashboard to my Home page in Salesforce?
0:171:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd drag it pop it up there. And then on the right hand side you're going to choose which dashboardMoreAnd drag it pop it up there. And then on the right hand side you're going to choose which dashboard you want to place on this page on your startup.
How do I add a dashboard to my Home page?
Drag and drop the Dashboard standard component into place. From the Dashboard dropdown list, choose a dashboard to embed. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading. Click Save.
How do I customize my Salesforce dashboard?
0:306:19How to customize Salesforce Dashboards - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst you want to obviously log into salesforce click on dashboards the dashboards tab. If you don'tMoreFirst you want to obviously log into salesforce click on dashboards the dashboards tab. If you don't have this dashboards tab up here. You will want to click on the plus symbol. And then you should
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.
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. ...
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 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.
