- 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.
- 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.
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.
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 set up casesafeid in Salesforce?
In Setup click Customize, select an object (I chose Accounts for this demo), then Fields. Choose Formula. Label the new field CaseSafeID, select Text value, and then use the Advanced Formula Editor to select CASESAFE (ID) and click next to set field-level security.
How do I search for a specific setup in Salesforce?
To take advantage of this super cool shortcut, enter the name of the Setup record in global search and press Enter. You’ll be taken to a search results page that lists Setup records with name fields that match your search term. See results for different Setup objects by clicking through the search navigation below global search.
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.
How do I change the dashboard as my Home page 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 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.
Can users customize the Home page in Salesforce?
Next, you'll add components to the homepage. Useful standard components for the homepage could include: Key Deals – an Opportunity list that can be filtered by users to show all their deals, deals closing soon, and other helpful list views.
How do I add a dashboard to my Home page?
0:321:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. AndMoreAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. And then i could grab my component from the left hand side dashboard. And drag it pop it up there. And
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 should I put on my Salesforce Home page?
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.
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.
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.
How many dashboards can be displayed in the home page at once?
3The limit is 20 components per dashboard, but when you try to display them on home page you can show 3 only. A dashboard filter can have up to 50 values.
How do I add a list view to my homepage in Salesforce?
Now, you have to add the same to the Home Page Layout.Go to Setup | Customize | Home | Home Page Layouts.Click Edit.From the Select Wide Components to Show check the option Lead List.Click Next.Decide the sort order for the Wide Area Components.Save.
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.
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.
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.
What is Salesforce setup?
The Salesforce developer uses the setup area to configure and customize the interface. It is also used to add and support other users, and build various other functionalities. There are many paths to reach the same setup button. In this tutorial, we will see the most commonly used setup paths and configurations.
What is the Salesforce home page?
The Salesforce Home page has both classic and modern Lighting User Interface. We are referring to the modern lighting interface. All most all the features are available in both The classic and Lighting User Interface come with many features that prove beneficial to the users.
What is Salesforce CLI?
Salesforce CLI is a command-line interface that simplifies development and build automation when working with your Salesforce org. Use it to create and manage orgs, synchronize source to and from orgs, create and install packages, and more.
Can you run Salesforce Extensions in VS Code?
If you’re using Salesforce Extensions for VS Code, keep in mind that many of the installation commands are unavailable in the command palette. If you can’t find a command in VS Code, run it in the integrated terminal.
Does Salesforce use a command prompt?
Salesforce CLI works best within the native Windows command prompt ( cmd.exe) and the Microsoft Powershell. We don’t recommend using Salesforce CLI with a Linux terminal emulator, such as Windows 10 Subsystem for Linux, cygwin, or MinGW, because support for bugs is limited.
Can you use npm to install Salesforce?
If you've installed Node.js on your computer, you can use npm to install Salesforce CLI. This method lets you install Salesforce CLI from the command line and can be especially useful for continuous integration (CI) use cases.
