Customize Salesforce Lightning Home page
Вставка
- Опубліковано 9 лип 2024
- In this video I show you how to customize the Salesforce Lightning Home page.
You will learn how to:
- Update an existing Salesforce lightning home page or create a new Salesforce lightning homepage in the Salesforce Lightning App Builder
- Add standard lightning components to the homepage including report charts, dashboards, list views, recent items, and rich text.
- Set component visibility to lightning components
- Activate a Salesforce Lightning homepage
Other videos and playlists mentioned:
1. Create Report Charts in Salesforce Lightning
• How to add a chart to ...
2. Salesforce Lightning Page Layouts Playlist
• Salesforce Lightning P...
Relevant Trailhead:
1. Customize the Home Page Unit
trailhead.salesforce.com/en/c...
2. Build a Custom Home Page for Lightning Experience
trailhead.salesforce.com/en/c...
__________
Say hi on social:
LinkedIn: / farahcharania
Twitter: / signiforce
Super helpful!! Thank you - well explained and easy to follow. Appreciate the content
Thanks Carolina for the feedback. So glad you found the video helpful!
- Farah
Very Cool 😎 showing what is possible on a Homepage. Thanks very much. Got great ideas 💡.
You are welcome. So glad it was helpful!
-Farah
Good one. Really useful and handy. Well explained. Thank you.
Thanks Adivushnu for the feedback! I am so glad you found this video helpful!
- Farah
I'm addicted to these videos.
Thank you for the feedback!
Thaaank youu soo much ma'am!! Your voice is tooo good and you explained everything in very detail. Thank you again!🧡🧡
Thanks Anushka for your kind comment. I am so glad you found the video helpful!
- Farah
Really useful.Well explained.And i want videos of flows.
Thanks SriRam for the feedback! So glad you found the video useful. Will definitely upload vides on flows soon!
-Farah
great video
Thanks for the feedback Philip, I really appreciate it!
-Farah
I was hoping you were going to show how to add a logo.
Thanks
You're welcome!
" The Lightning App should have one Recent Items component in the right hand column " can u plz solve this
Can we change the position of the components like right side component is to large and left side is to be small
How to then restore it back to default???
Got it
Do you need to be SF Admin to do this? What capabilities do users have for customization?
Hi Tim, yes you need the Customize Application permission to do this. I don't believe individual users can change their homepages for themselves. The changes will happen either for the entire org, anyone using the app or for combinations of app and profiles depending on how you activate the page.
Hope this helps!
- Farah
I tried adding an image through Rich text editor on my homepage component. It shows up for the user that adds it to the homepage component but not for all the other users in the org. Instead when other users log into the home screen they see the component as an error message that reads, " image not available. This image is not available because: you don't have the privileges to see it, or it has been removed from the system ". Any advice?
Hi Dandelion,
My hunch is its a permissions issue but I'm not able to replicate your error. Perhaps try asking in the Trailblazer community.
- Farah
how to add link button
whats the difference between app manager and app builder and when do you use one or the other?
That's a great question! The App Manager is where you create/edit apps and the Lightning App Builder is where you create/edit lightning pages (ex. record pages, home pages, app pages, etc.).
I hope that helps!
-Farah
@@signiforce can I just ask you how you add products to your org the first time? The out-of-the-box package is empty and when you click 'add products' there is nothing to choose :(
This trailhead modules walks you through how to create and customize products, how to add products to opportunities, and how to grant access to products: trailhead.salesforce.com/content/learn/projects/manage-products-prices-quotes-orders
Hope this helps!
-Farah