May 18, 2024

How to Customize Salesforce Homepage

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Salesforce customization allows users to tailor the system for a more personalized and efficient workspace. Adapting your Salesforce homepage to your individual needs can drastically improve your productivity. Follow these steps to create a homepage that works best for you.

Step 1: Understand Your Options
Begin by familiarizing yourself with the Salesforce homepage. By default, it provides a snapshot of your current tasks, events, and key performance indicators. Investigate the available components like reports, dashboards, recent records, and custom links to understand what can be added or removed.

Step 2: Access the Homepage Setup
To customize your homepage, click on the gear icon in the upper right corner of the Salesforce interface to access Setup. In the Quick Find box, type “Home” and select ‘Home Page Layouts’ under the User Interface section.

Step 3: Edit Your Homepage Layout
Choose the homepage layout you wish to customize and click 'Edit'. If you do not have an existing custom layout you can create one. This allows you to select the components you want to have on your homepage. Drag and drop elements, or use the add and remove buttons to adjust what’s displayed on your homepage.

Step 4: Add Reports and Dashboards
One of the most valuable components of a customized homepage is the ability to quickly view the most relevant reports and dashboards. When editing the homepage layout, you can add components for your most-used reports or a dashboard that summarizes your key performance metrics. Make sure these are added for easy access.

Step 5: Personalize with Custom Components
If your organization has created custom components, you can add these to your page for even more functionality. This might include custom navigation elements, calendars, or custom-built widgets that are specific to your company's processes.

Step 6: Review and Adjust as Necessary
After adding and arranging your components, review the layout to ensure it meets your needs. Save the layout and view your updated homepage. As you use Salesforce, continue to adjust your homepage as your needs evolve. Keep the elements that enhance your day-to-day workflow and remove those that aren't as useful.

Step 7: Utilize Salesforce Lightning App Builder (If Available)
If your organization uses Salesforce Lightning Experience, take advantage of the Lightning App Builder for a more intuitive drag-and-drop interface. You can personalize your homepage even further with greater flexibility and real-time previews of your changes.

Remember to check with your Salesforce Admin or consult your organization's policies before making changes, as some customizations may affect other users. With these steps, you can make your Salesforce homepage a more effective tool for managing your workload.