How to Customize Salesforce Lightning Home Page

The salesforce lightning home page is the first thing users will see upon launching the Salesforce platform. You’re free to customize this page to ensure your users have easy access to all their work essentials. And if you don’t know how to customize this page, here’s a helpful guide that can help you below.
How to Customize Salesforce Lightning Home Page


The  SalesForce Lightning   home page is the first thing users will see upon launching the Salesforce platform. You’re free to customize this page to ensure your users have easy access to all their work essentials. And if you don’t know how to customize this page, here’s a helpful guide that can help you below.

Why Customize Your Salesforce Lightning Home Page?

As previously mentioned, customizing your  SalesForce Lightning   home page ensures that your users can immediately access all their work. You can change portions of this page to emphasize particular info to your users. Efficiently editing your page to highlight these parts is the key to increasing your worker’s efficiency.

You can customize this part of Salesforce with the help of the Lightning App Builder. But before you can begin customizing your home page, you must first use the platform’s Lightning Experience User Interface.

How to Customize Salesforce Lightning Home Page

Are you wondering how to customize this part of Salesforce? Here’s a step-by-step guide on how to edit your  SalesForce Lightning   Home Page below:

Step 1: Switch to Lightning

As stated above, make sure you’re already utilizing Salesforce’s Lightning Experience User Interface to make the possible changes to your home page.

To do this, click on the arrow button on the right side of your profile (where your display name is shown) to launch the drop-down menu. From there, choose the option “switch to Lightning Experience.”

Step 2: Load your home page

The Lightning Experience User Interface will now load onto your screen. Once it’s done loading, locate the Home page in your organization’s Salesforce workspace.

Step 3: Edit page

Next, visit Setup and choose the “Edit Page” option. Picking this option launches the Lightning App Builder. From here, you will see the freshly edited pages in the Pages tab. Meanwhile, the left portion of the screen will show you the usable components.

You can also use the back button to redirect yourself to the Home area. However, do take note that doing this action will forfeit any changes you made. Furthermore, you can also freely put reports, dashboards, and various shortcuts to the page’s designated List Views.

Step 4: Drag and drop

Pick the components you wish to add by dragging and dropping them to their corresponding areas on your Home Page.

Step 5: Add dashboards

If you’re adding dashboards to your home page, you can choose which dashboards you’d like to show up. Moreover, you can also adjust its height or put it out of sight in case it contains errors.

Step 6: Choose your preferred elements

You can add extra details to the List Views you’ll add to your Home page. For instance, you can choose your preferred filters, objects, and the list of records you want to show. You also have the option of keeping the action bar hidden or enabling inline edits.

Step 7: Save your work

If you’re satisfied with your customizations, save your work by clicking the Save button.

Step 8: Activate customizations

Finally, select the Activate option to implement these customizations on your organization’s Home page. You can implement these customizations for all of your organization’s members or set them for particular users only.

Some Tips to Consider When Customizing Your Salesforce Lightning Home Page

1. Make sure to add the valuable components to your home page

Salesforce is loaded with a wide variety of highly valuable components that can help make things easier to manage in your workspace. If you’re not sure which components to add when editing your home page, here are a few recommendations you can consider:

  • Today’s Events and Today’s Tasks Components: Lists showing the events and tasks scheduled for the said day
  • Homepage Assistant Component: Shows a maximum of ten critical updates about leads and opportunities that need to be followed up or attended to
  • Recent Records Component: Shows the last records you previously accessed

2. Avoid overloading your home page with too many components

You’re free to add as many components to your home page. However, note that adding too many components will negatively affect the page’s performance. So, make sure to limit the number of components you need to add.

Conclusion

This ends the guide on how to customize the  SalesForce Lightning   Home Page. Once again, editing this part guarantees that you have an organized and easy-to-understand workspace for your users. And thanks to the vast selection of edits and components you can do to the  SalesForce Lightning   Home Page, you can excellently set up a home page that best suits your organization’s needs and preferences.


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