How to Customize Salesforce Home Page
Salesforce offers customization options for your homepage. Here's a breakdown the breakdown for how to do it on the Salesforce Lightning Experience:
- Go to Setup on the top right.
- Search for “App Builder” in the Quick Find field and select Lightning App Builder.
- Click New and choose Home Page.
- Give a Name to the the App.
- Next, you need to design your homepage.
- Drag and drop components like lists, charts, and reports to build your layout.
- You can add components for:some text
- Tasks
- Opportunities
- Leads
- Cases
- Dashboards (And more!)
- Click Save and Activate to make your homepage live.
- Choose where to assign it by going to the Page Activation under the Page settings tab.some text
- Choose between Activate for all users and Activate for system administrators only.
- Add Navigation to the homepage and Finish.
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