Customize Your Salesforce Homepage with the Lightning App Builder

By Christine Marshall

The homepage is typically the first tab a user lands on when logging into Salesforce, giving them access to everything they need to manage their day.

You can have multiple homepages in Lightning, assigned as the org default, or assigned to Apps or specific profiles. This ensures that different groups of users see what’s relevant to them.

A Salesforce homepage can be edited or created using the Lightning App Builder: a point-and-click tool that enables you to create pages for Salesforce Lightning Experience and the mobile app.

How To Set Up a Homepage In Lightning Experience

Get to Know the Lightning App Builder

You can edit the existing homepage by navigating to the Home tab, clicking the gear icon and selecting Edit Page.

You can also create new ones from the Lighting App Builder by going to Setup > User Interface > Lightning App Builder.

Are There Homepage Layout Templates?

Good news, yes there are! When creating a brand new homepage, you’ll be prompted to choose a template. To make it easier, you may also choose to clone it.

Customize Your Salesforce Homepage

Next, you’ll add components to the homepage. Useful standard components for the homepage could include:

  • Key Deals – an Opportunity list that can be filtered by users to show all their deals, deals closing soon, and other helpful list views.
  • Homepage Assistant – displays up to ten updates about Leads and Opportunities.
  • Recent Records – records a user has viewed recently for easy access.
  • Performance – displays Opportunities for the current sales quarter that are closed or open with a probability of over 70%.
  • Today’s Events
  • Today’s Tasks

You can make homepages even more useful by adding tools like list views, reports, and dashboards!

I created a Salesforce homepage for a recruitment team and included some useful views to show open and closed jobs, as well as a report chart.

Make Components Conditionally Visible

You can make components conditionally appear based on criteria you set. For example, if you have a default homepage, you could make the Performance component appear only for users with the Sales Profile.

Once you are happy with your homepage, click ‘Save’.

Activate Your Salesforce Lightning Homepage

You’ll need to activate your page before users can see it – click Activate in the top, righthand corner.

Next, you’ll assign the homepage as the org default, for a specific App, for specific profiles, or a combination of Apps and Profiles.

You can review your homepages and their assignments from Setup > Feature Settings > Home.


The homepage is often the first tab your users see, so make it count! Find out what different groups of users want and need to see, then build your homepage using the super simple Lightning App Builder… your users will thank you for it (and I think you’ll have fun too!).

The Author

Christine Marshall

Christine is the Courses Director at Salesforce Ben. She is an 11x certified Salesforce MVP and leads the Bristol Admin User Group.


    Heavy Buddha
    December 09, 2019 9:45 pm
    Hi Mira, there is a typo in the benefits list Fast, easy to use and Morden user interface
    Lucy Mazalon
    December 10, 2019 7:54 am
    Thanks for letting us know
    Bob Dobalina
    December 10, 2019 9:30 pm
    A post on the best Third-Party Components would be appreciated. Targeted Dashboards and product videos or how to's via the YouTube player component which is beneficial to different business units and a rich text editor. A list of the top Third-Party Components would be great.
    Ben McCarthy
    December 11, 2019 9:44 am
    Thanks for your suggestion, Bob. I will look into this for you.
    November 07, 2021 4:30 am
    How to replace with the new home page for a particular profile. please provide navigation.
    Christine Marshall
    November 09, 2021 11:40 am
    When you activate your homepage, go to the "App and Profile" tab and assign to a profile. This is step 15 in the article.
    Fred Herm
    May 06, 2022 6:34 pm
    Good article. I had a user from another team forward it to me asking if the users in their team can do this. I think they missed the part that this is only available to the Admin role. If I'm wrong on that please let me know.
    Amechi Madukwe
    November 29, 2022 5:43 pm
    Hi Christine, I tried doing this on the Developer org. There is no option to edit the Home page, and when you go through the Lightning App Builder you only get a maximum of header and three regions, I don't know how to add more regions - in this post it is never explained how you ended up with so many regions on the Home Page. P.S. Do I need to add the App Launcher to the home page?
    Christine Marshall
    February 10, 2023 3:07 pm
    Homepages are created by those with Administrative permissions. User's are not able to create their own homepages.

Leave a Reply