This post covers a walkthrough of Salesforce – Customize Home Page features. Some content for customizing the Lightning Home Pages have already been covered, for example, by using the Chrome extension, https://blog.westmorr.com/2024/02/24/salesforce-chrome-extension/. More on Lightning page customizations will follow when I get into Lightning App builder and page layouts.
The Classic Home Page is broken up into two sections, the “Left Narrow” and “Right Wide” sections.. Looking at the screenshot below we can see the line of division.
After entering the org-setup page, expand Customize > Home Page to see the three categories of customizations avaiilable:
There we have:
- Home Page Components
- Home Page Layouts
- Custom Links
Home Page Components and Home Page Layouts
The Home Page Components are related to Home Page Layouts. We are able to create multiple Home Page Layouts, and they can then be assigned to Profiles.
The Home Page Layout content-and-structure are defined by placing Home Page Components in the layouts “Left Narrow” and “Wide Right” sections:
Editing the Home Page Layout is achieved by clicking the Edit button and then enabling/sorting/shifting components.
More interesting is the assignment of Home Page Layouts. As noted above: home page layouts are assigned to profiles.
After creating a new Home Page Layout, let’s say, defined by the CTO for all Executives. I would then create an Executives profile
Afterwards, assign the correct employees to that profile. Then, this home page can be assigned.
When a member who is part of the Executive Team profile opens the Salesforce home page then they will get the CTO Layout instead of the org-default.
Custom Components
Creating Custom Components can be achieved by clicking into Home Page Components and then clicking the “Create New” button.
There are four types of custom components we can create as shown in the image below: Links, Image/Logo, HTML Area, Visualforce Area:
Once created, the Custom Component becomes part of the standard tool set. I’ve created a welcome message for example.
And, when done, the new banner message appears:
Custom Links
Finally there are custom links. The default home page has a “Custom Links” component already available for selection. It can hold a very large number of links. See below for an example.
However, extra Custom Link components can be created as well, with the third customize option:
When going to save the option, we are warned:
So, the step above creates a single link. A links component must be created to contain it. That is this option:
After saving the component and adding it to the page, it behaves just like the OOTB Custom Links:
That concludes this demonstration of Salesforce – Customize Home Page. There are additional documents available here https://help.salesforce.com/s/articleView?id=000385312&type=1.
Categories: Salesforce
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