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.
Summary
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!).