BCA / B.Tech 4 min read

Designing the Home Page

How to Design a Custom Home Page in Salesforce:

You can design custom Home Pages in Salesforce Lightning Experience to give users access to the information they need most, all in one place.

Steps to Design a Custom Home Page:
  1. Navigate to Setup and in the Quick Find box, search for "Lightning App Builder."
  2. Click "New" to create a new Lightning Page. Select "Home Page" and click "Next."
  3. Give the page a label and choose a layout template (e.g., standard home page, or a layout with a header and multiple regions). Click "Finish."
  4. From the Components panel on the left, drag and drop the components you want onto the page layout. You can add components like Reports, Dashboards, Recent Items, and Tasks.
  5. Customize each component by selecting it and adjusting its properties in the panel on the right.
  6. Once you are satisfied with the design, click "Save."
  7. Click "Activate" to assign your custom home page as the default for the entire org, for specific apps, or for specific user profiles.

In this Chapter

Designing the Home Page
What is Salesforce? - Components of Salesforce
What is Cloud Computing?
What is IaaS, PaaS, SaaS, and FaaS?
Cloud Computing and Salesforce
Difference between ERP and CRM
Web Services in Cloud Computing
What is AppExchange?
Salesforce and Mobile Support
Introduction to Force.com
Salesforce Setup Page
Create an Application in Salesforce
Create an Object in Salesforce
Lookup Relationship in Salesforce
Create Tabs in Salesforce
ERP In Salesforce
CRM In Salesforce
What is a Field in Salesforce?
Link Creation & Custom Buttons
Manage Security
Governor Limits
How to Create a Profile
How to Create a User
OWD in Salesforce
What are Sharing Rules & Roles?
Record-Based Sharing
Password Policies
User Session
Trusted IP Range
Public Group
Sales Cloud
Contract & Service Object
Component of Service
Create Approval Process
Create Email Template
Create Custom Profile
Create New User
Approval Process Test
Workflow
Workflow Rules & Workflow Actions
Email Task & Updates
Queue & Time-Dependent Workflow Action
Immediate Action
Workflow Immediate Action & Time-Dependent Workflow Action
Process Builder
Create Process Builder
Difference between Process Builder & Workflow
Create Records & Tools
What are Reports & Their Types
How to Create a Report
Creating & Editing Dashboards
Adding Dashboard Snapshots to Home Page
Creating Additional Reports
Creating Custom Report Types
Salesforce All Important Questions and Answers in English (MDSU)
BCA || Salesforce 2025 Paper || MDSU Exam Paper
BCA | Salesforce 2023 Paper | MDSU Exam Paper
BCA || Salesforce Supplementary 2023 Paper | MDSU Exam Paper