Activate the new Home Page Click Save in the upper right corner, then Activate. Click App and Profile. Click Assign to Apps and Profiles. Select Service Console and click Next
How to add lightning home page in Salesforce?
Steps to add Lightning Home Page. 1. Click 'Home' tab in Lightning. 2. Click 'Set up' --> Edit page 3. Drag and Drop 'Rich Text' from Standard components list. Add your message in Rich Text component.
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 to use a custom home page in Salesforce tabs + Visualforce site?
Use a Custom Home Page in Your Salesforce Tabs + Visualforce Site Configure the Default Login Page to Use a Custom Home Page Add Custom Pages That Don’t Require Login
How to add a welcome message in the homepage/sidebar in Lightning?
How do I add a Welcome Message in the Homepage/Sidebar in Lightning? 1 Click 'Home' tab in Lightning. 2 Click 'Set up' --> Edit page 3 Drag and Drop 'Rich Text' from Standard components list. Add your message in Rich Text component. 4 Save More ...
How do I update my Salesforce Home page?
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.
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 create a welcome message on my Home page in Salesforce?
Steps to add Lightning Home Page.Click 'Home' tab in Lightning.Click 'Set up' --> Edit page.Drag and Drop 'Rich Text' from Standard components list. Add your message in Rich Text component.Save.
How do I change the Home page 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.
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.
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.
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 change the standard page in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•
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 update my dashboard in Salesforce?
If your Home tab contains a dashboard snapshot, you can change the dashboard....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 customize my dashboard in Salesforce lightning?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.
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.
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.
How to Create a Page Layout in Salesforce
Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts.
Assign a Salesforce Page Layout
You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners.
What about Dynamic Forms?
Great question. We can take our Salesforce page layout design to the next level by using Dynamic Forms. However, this feature is not yet available for standard objects and the traditional page layout still controls things such as:
Update the Opportunity Page
Now, update the page to use the custom Trailshred Audio Player component.
Test the Project
It’s time to test it out! You should be back on your sample opportunity, but if not, from the App Launcher ( ), find and select Sales, click Opportunities, and open the Winning Deal opportunity.
