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.

Can users customize the Home page in Salesforce?

You can edit the existing homepage by navigating to the Home tab, clicking the gear icon and selecting Edit Page. You can also create new ones from the Lighting App Builder by going to Setup > User Interface > Lightning App Builder.

How do I customize page layout in Salesforce?

  1. Log into Salesforce and click Setup in the top right-hand corner of the page.
  2. In the left menu, under App Setup, click Customize.
  3. Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts.
  4. Click Edit beside a page layout.

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 home dashboard in Salesforce?

Select a Default Home Page Dashboard within Salesforce Classic

  1. Click Customize Page in the “Dashboard” section of the Home tab.
  2. Select a dashboard to be the Home Page default.
  3. Click Save.

How do I create a home page component in Salesforce?

Create Custom Home Page Components

  1. From Setup, click Customize -> Home -> Home Page Components.
  2. Click New.
  3. Enter a name for the component.
  4. Choose the type of component.
  5. Click Next. a. For links-
  6. Click Save.
  7. After creating the home page component, you need to add it to a home page layout.

What are custom page layouts in Salesforce?

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

What are the types of page layout in Salesforce?

There are four different types of page layouts in Salesforce:

  • Page Layout: It monitors the layout of an object.
  • Mini Page Layout: It is the subset of the units which are already present in page layouts.
  • Search Layout: It is used to display the fields of an object in various result lists.

How do I create a Home page component in Salesforce?

How many dashboards can be displayed in the Home page at once?

The 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 customize the homepage in Salesforce lightning?

Navigate to the Setup menu and select Edit Page; this opens the Lightning App Builder:

  1. Pages will display the most recently updated pages.
  2. Back button takes you back to the Home page, this does NOT save your work; it will exit from the App Builder.