Quick summary
Customizing the Salesforce Home Page using Lightning App Builder lets admins create a tailored workspace with role-specific components like tasks, opportunities, and dashboards. This no-code approach gives teams instant access to the data they need directly from their Salesforce home page.
Steps
- Go to Setup on the top right of your Salesforce instance.
- Search for App Builder in the Quick Find field and select Lightning App Builder.
- Click New and choose Home Page as the page type.
- Give a Name to the new App.
- Choose the layout for the Homepage.
- Design your homepage by adding the components you need.
- Drag and drop components like lists, charts, and reports to build your layout.
- Add components for Tasks, Opportunities, Leads, Cases, and Dashboards.
- Click Save to preserve your homepage configuration.
- Activate the page to make your homepage live.
- Go to Page Activation under the Page settings tab to choose where to assign it.
- Add Navigation to the homepage and click Finish.
