Salesforce - How to Customize Salesforce Home Page

Guide

1. Go to Setup on the top right.

2. Search for “App Builder” in the Quick Find field and select Lightning App Builder.

3. Click New and choose Home Page.

4. Give a Name to the the App.

5. Choose the layout for the Homepage.

6. Next, you need to design your homepage.

7. Drag and drop components like lists, charts, and reports to build your layout.

8. You can add components for:

   • Tasks

   • Opportunities

   • Leads

   • Cases

   • Dashboards etc.

9. Click Save.

10. Activate to make your homepage live.

11. Choose where to assign it by going to the Page Activation under the Page settings tab.

12. Add Navigation to the homepage and Finish.