Look at the top of any Salesforce page. 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 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 to open home page detail in Salesforce?
Click on Home page Layouts as shown above. When we click on Home Page Layouts the list of home page layouts will appear. Our Salesforce Home page is assigned with default home page. To customize the layout click on Name as shown above. Now Home page Detail will be opened.
How to add custom home components to the page layout in Salesforce?
We can also add custom home components to the page layout. Here we will learn about how the page layout is associated to Home page. We can access Home page by clicking Home Tab. Login into Salesforce.com to configure Home page Layout in Salesforce go to Setup | Build | Customize | Home | Home page Layouts.
How do I set up Salesforce setup home?
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.
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How do I create a Home page component in Salesforce?
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 create a custom Home page 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.
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.
How do I add a dashboard to My Home tab in Salesforce?
0:231:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat i'm going to do is i'm going to click the home tab. Right so this is where everyone would startMoreWhat i'm going to do is i'm going to click the home tab. Right so this is where everyone would start off in the sales app and then what i'm going to do is click the gear icon. And click edit. Page.
How do I customize my Salesforce Home page?
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.
What is the difference between app page and Home page 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.
How do I find the Home page layout in Salesforce?
We can access Home page by clicking Home Tab. Login into Salesforce.com to configure Home page Layout in Salesforce go to Setup | Build | Customize | Home | Home page Layouts. Click on Home page Layouts as shown above. When we click on Home Page Layouts the list of home page layouts will appear.
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 create a custom tab in Salesforce?
From Setup, in the Quick Find box, enter Tabs , then select Tabs.Click New in the Custom Object Tabs related list.Select the custom object to appear in the custom tab. ... Click the Tab Style lookup icon to show the Tab Style Selector. ... Click a tab style to select the color scheme and icon for the custom tab.More items...
How do I customize my Salesforce dashboard?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
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...
How do I add multiple dashboards in Salesforce?
At this time, customers are only able to put up to three dashboards components on their Homepage at a time. As a workaround customers can customize their Homepage by selecting a different dashboards to display on their Homepage via the following click path: Name > Setup > My Personal Information > Change My Display.
How to change the home page layout in Salesforce?
To customize Home page Layout in Salesforce click on Edit button. Now select the radio buttons to show on your Narrow left column and Right wide column. Click on Next button and Save the Settings. To check the changes that are made in Home page Layout go to Home Tab.
Can you customize the home page in Salesforce?
Customizing Home Page Layout in Salesforce is nothing but changing the components they appear on sidebar, adding company logo, adding dashboard snapshots on the side bar. We can also add custom home components to the page layout.
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 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.
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.
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.
