The homepage is regularly the principal tab a client lands on while signing into Salesforce, giving them admittance to all that they need to deal with their day.
You can have different landing pages in Lightning, allocated as the organization default, or appointed to Apps or explicit profiles. This guarantees that various gatherings of clients see what’s pertinent to them.
A Salesforce homepage can be edited or created using the Lightning App Builder: a point-and-click tool that enables you to create pages for Salesforce Lightning Experience and the mobile app.
A Salesforce homepage can be edited or created using the Lightning App Builder: a point-and-click tool that enables you to create pages for Salesforce Lightning Experience and the mobile app.
How To Set Up a Homepage In Lightning Experience
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.
When creating a brand new homepage, you’ll be prompted to choose a template. To make it easier, you may also choose to clone it.
How can You Customize Your Salesforce Homepage?
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.
- Homepage Assistant: Displays up to ten updates about Leads and Opportunities.
- Recent Records: Records a user has viewed recently for easy access.
- Performance: Displays opportunities for the current sales quarter that are closed or open with a probability of over 70%.
- Today’s Events
- Today’s Tasks
You can make homepages even more useful by adding tools like list views, reports, and dashboards!
Next create a Salesforce homepage for a recruiting team that can include some useful views to show open and closed jobs, as well as a reporting chart.
When you are content with your landing page, click ‘Save’.
Actuate Your Salesforce Lightning Homepage
Homepages can be made even more useful by adding tools like list views, reports, and dashboards!
Then, you’ll appoint the landing page as the organization default, for a particular App, for explicit profiles, or a mix of Apps and Profiles.
So you can review your home pages and their assignments from Setup > Feature Settings > Home.
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