How do I customize my Salesforce homepage? |

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The “customize home page salesforce lightning” is a question that has been asked many times. The answer to this question is that you can customize your Salesforce homepage with the help of Lightning Experience.

Make the Home Page Your Own

1. Enter Lightning App in the Quick Find box in Setup and choose Lightning App Builder.
2. To begin, choose New.
3. Next, then choose Home Page.
4. Click Next after assigning the label Support Home Page.
5. Select the Standard Home Page template from the drop-down menu.
6. Finish by clicking the Finish button.

People also inquire about how to alter the homepage in Salesforce.

Select the Pages tab when creating a Lightning app, click Open Page, then click Activation and select Set this page as the default Home page. In Setup, type Home in the Quick Find box and then choose Home. Select a page by clicking Set Default Page. Select System Default to return to the default Home page.

What is the best way to add custom links to my homepage lightning? To add things to the Custom Links section of the side menu, follow these steps:

1. Click {YourName} Setup > App Setup > Customize > Home > Home Page Components.
2. Click Edit next to Custom Links under Standard Components.
3. Enter the label you want to see as the custom link in the Bookmark area.

Aside than that, how can I modify my Salesforce dashboard?

View the dashboard and then click Edit to make changes.

1. In Salesforce Classic, create a Dashboard Component. Drag a component type onto the dashboard, then drop a data source (report, s-control, or Visualforce page) onto it to add components.
2. In Salesforce Classic, edit a Dashboard Component.

How can I modify Salesforce’s default landing page?

The App Launcher should be the default landing page.

1. Enter Profiles in the Quick Find box in Setup, then choose Profiles.
2. Scroll down to the Custom App Settings area after selecting a profile.
3. Next to the Lightning app, choose Default.

Answers to Related Questions

How do you create a user-friendly landing page?

To create the landing page, follow these steps.

1. Click More > Admin. The Admin Settings appears.
2. Click Company > Page Settings. The Company Page Settings panel appears.
3. Select the page you want from the option under Default Landing Page.
4. Verify that the landing page is correctly shared with others on the page designated as the landing page.

How can I make Salesforce’s default app?

To make a Lightning App the default app when users log in, do the following:

1. Enter Profiles in the Quick Find box in Setup, then choose Profiles.
2. Scroll down to the ‘Custom App Settings’ area after selecting a profile.
3. Next to the Lightning app, choose Default.
4. Log out and then log back in.

What is the procedure for creating a Lightning record page?

Let’s get this party started.

1. Enter App Builder in the Quick Find box under Setup, then choose Lightning App Builder.
2. To begin, choose New.
3. Start by selecting Record Page and following the wizard’s instructions.
4. Give your page a name. Choose Opportunity from the drop-down menu on the New Opportunity Page.
5. Choose the Header, Subheader, Right Sidebar template, and Finish by clicking the Finish button.

In Salesforce, how can I display the dashboard on my home page?

How to display Dashboard on home page in Salesforce. Go to Setup-> App setup ->customize-> Home -> Home page layout -> DE Default, Click ‘Edit’ and check the ‘Dashboard snapshot’ checkbox and click ‘Save’ button.

What is Salesforce’s dynamic dashboard?

Each user can view the data they have access to thanks to dynamic dashboards. You can manage data visibility using a dynamic dashboard instead of having to develop a new dashboard for each level of data access, complete with its own running user and folder.

What are the Salesforce dashboard components?

Charts, tables, gauges, metrics, and other VisualForce components may be used as dashboard components. You may use bars, columns, lines, shapes, and other components to display data in reports and dashboards.

How do you make changes to a dashboard?

Edit a dashboard that already exists.

Open solution explorer, and then select Components > Dashboards. Open (double-click) a dashboard, select one of the component areas, and then select Edit Component. In the Set Properties dialog box, make your changes. When you’re done, select Set.

In Salesforce, how can I clone a dashboard?

To clone a dashboard, follow these steps.

1. Go to a Dashboard that already exists.
2. Select Clone from the drop-down menu (button)
3. Save the file to your hard drive.
4. Make a new name for the new dashboard.
5. Make any necessary changes to your Components.

What are the various sorts of Salesforce dashboards?

Salesforce dashboards allow seven different kinds of charts:

• Bar chart with horizontal bars.
• Bar graph with vertical bars.
• Graph with a line.
• Graph with a pie chart.
• Diagram of a donut.
• A funnel chart is a diagram that depicts a series of steps.
• Scatter diagram.

In Salesforce Lightning, how can I modify my dashboard?

Save As (or Clone), then make changes to the dashboard settings and save.

1. Create source reports with the data you wish to present if required.
2. Click New Dashboard from the Dashboards tab.
3. Give the dashboard a name.
4. Click Add Component to add a component to the dashboard.
5. Click Add Filter to add a filter to the dashboard.

What are the components of a dashboard?

Charts, tables, gauges, metrics, and other VisualForce components may be used as dashboard components.

In Salesforce, how can I create a dynamic dashboard?

They must be manually updated.

1. To store dynamic dashboards and accompanying component source reports, create folders that are available to all dashboard viewers.
2. Create a new dashboard or change an existing one from the Dashboards page.
3. Next to the View dashboard as field, click the button.
4. Select As a logged-in user, run the program.

What is the difference between Salesforce customisation and configuration?

Configuration means by using UI we can easily develop applications in Salesforce. Customization means on top of those salesforce configurations we can write our own functionality ( Visualforce pages & Apex).

What is ERP customization?

The process of tailoring the selected ERP software to the demands of a certain company is known as customization. There are two solutions when the processes depicted in ERP software deviate considerably from the procedures employed by the company.

What exactly is the Sfdc configuration?

Configuration refers to the assignment of user-defined settings that allow a feature or module to work. Users of Salesforce may customize the CRM program. A marketing user may activate a few tabs that aren’t exposed to customer service representatives. • Configuration is the process of adding a new field to a salesforce object.

In Salesforce, how can I add a custom button to a page layout?

Setup>Customize>Page layouts>Click on Edit beside Page layout>Select the Buttons>Drag and drop to the Layout>Click Save. Click Setup>Customize>Page layouts>Click on Edit in front of Page Layout you on which you want to add the button. From the top floating bar go to the left pane and click Buttons . Click Save.

In Salesforce, how can I make a custom component link?

Create custom links that open in a new window on the home page.

1. Setup | App Setup | Customize | Home | Home Page Components | Setup | App Setup | Customize | Setup | App Setup | Customize | Setup | App Setup | Customize | Set
2. Under ‘Custom Components’, To begin, choose New.
3. Use a descriptive name for your component, such as “Links.”
4. Click Next after selecting ‘Links’ as the component Type.

The “customize home page salesforce classic” is a question that has been asked many times before. The answer to the question is simple, but it can be confusing because of how Salesforce works.