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How to Customize Salesforce Classic Home Tab Page Layouts

 

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You can customize the Home page salesforce in Classic to incorporate elements like sidebar links, a company logo, a screenshot of the dashboard, or unique elements you design. A dashboard snapshot is a snip of a dashboard's top row of elements. Similar to other tabs, you may assign several home page salesforce layouts to other people based on their profiles.

Either the main panel or the sidebar can have components added. Additionally, you can choose whether or not custom sidebar elements appear on all Salesforce Home pages or only the Home tab.

Create Custom salesforce Home Page Components Use custom components to configure the Salesforce home page for your users. Add HTML, images, links, and more to enhance your users’ productivity. Learn more about salesforce custom training at our salesforce training.

Design Home Page Layouts in Salesforce Classic After creating the components you want to be displayed on the Home tab, design your home page salesforce layouts. You can design your layouts based on your unique organizational and user needs.

Visualforce Area Home Page Components Use Visualforce Area home page components to add dynamic content to your home page. For example, you can present content from partner apps, display charts with the Reports and Dashboards REST API, or add a canvas app to the home page.

Home Page Components Tips and Considerations Keep these considerations in mind when creating custom components that you want to be displayed on the Salesforce Classic Home tab. Assign Home Tab Page Layouts to Profiles Your salesforce home page layouts are only visible to users after you assign them to a user profile.

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Create Custom Home Page Components

Use custom components to configure the Salesforce home page for your users. Add HTML, images, links, and more to enhance your users’ productivity.

Before you begin:

  • If you’re creating custom link components, define your Home tab custom links first See Custom Buttons and Links.
  • If you’re creating an image component, upload your image to the Documents tab first.
  • If you’re creating a Visualforce Area component, create your Visualforce page first.

1. From Setup, enter Home Page Components in the Quick Find box, then select Salesforce Home Page Components.

2. Click New.

3. Enter a name for the component. For custom links, this name is displayed as the section heading in the sidebar on the Home tab.

4. Choose the type of component.

5. Click Next, and then complete one or more of these steps.

  • For links, select the appropriate custom links, and then click Add.
  • For images, click Insert an image, choose the document folder, and then select the image file. The image file must be in a public folder and Externally Available must be enabled on the document’s properties so that users can view the image. 
  • Click Save.

Design Home Page Layouts in Salesforce Classic

After creating the components you want displaying on the Home tab, design your home page layouts. You can design your layouts based on your unique organizational and user needs.

  1. From Setup, enter Salesforce Home Page Layouts in the Quick Find box, then select Home Page Layouts.
  2. Click to edit an existing layout or create one. Alternately, select a layout to copy and click Clone.
  3. If you create a layout, give it a name and then Click Save.

Select the components to display on the layout.

  • To add the Find Articles component, select Article Search. This component is only available for Salesforce Knowledge users.
  • To add the Customer Portal component, select Customer Portal Welcome. If the My Profile site Visualforce page has been enabled, this component contains a personalized welcome message and a link to the portal user’s profile. The My Profile page enables users logged into either your Salesforce site or your Customer Portal from Salesforce sites, to update their contact information. When they make changes to this page, the corresponding portal user and contact records are updated.
  • To allow your users to resume flow interviews that they’ve paused, select Paused Flow Interviews. This component displays only flow interviews that the user has paused.

1. Click Next.

2. Salesforce customize home page  order in which the narrow and wide components appear. Move a component by selecting it and using the arrow buttons.

3. Click Save.

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Visualforce Area Home Page Components

Use Visualforce Area home page components to add dynamic content to your home page. For example, you can present content from partner apps, display charts with the Reports and Dashboards REST API, or add a canvas app to the Salesforce Home Page.The Visualforce page that you choose for the component can use a standard or custom controller. You can include JavaScript in your Visualforce page, but because the component is rendered in an iframe on the home page layout, the JavaScript can’t interact with the page that contains the component.

Sample Usage

If your Visualforce Area home page component displays in the sidebar, you can dynamically get the record ID and top-level URL of the page that the component is being displayed on by using the $CurrentPage global variable in your Visualforce markup.

The query string parameters for the page can be accessed using $CurrentPage by specifying the parameters property, after which you can access each parameter:" $CurrentPage.parameters.parameter_name

Home Page Components Tips and Considerations

Keep these considerations in mind when creating custom components that you want displaying on the Salesforce Classic Home tab.

  • Standard components without an Edit link are read-only.
  • The components that you select for the narrow column are displayed in the sidebar. They don’t display in the sidebar on other pages within Salesforce unless you specify that in your user interface settings. If you only want certain users to view sidebar components on all pages, grant those users the “Show Custom Sidebar On All Pages” permission.
  • When editing the standard Messages & Alerts component, enter the text that you want to display to users. If entering HTML code for your message, make sure that it’s self-contained, well-formed HTML.
  • When editing the standard Custom Links home page component, enter the link text to display to users in the Bookmark field. In the URL field, enter the complete website address, such as http://www.yahoo.com. To link to a Salesforce Home Page, enter only the part of the URL after salesforce.com, for example, /00Ox0000000esq4. These links always open within the main Salesforce window, not in a popup window.
  • The standard Custom Links home page component is a quick way to add links to the sidebar, but it doesn’t support merge fields, functions (such as URLFOR), executing JavaScript, or customizable window opening properties. If you need this additional functionality:

1. From Setup, enter Home in the Quick Find box, then select Custom Links, and then create your home page custom links on that page.

2. From Setup, enter Home in the Quick Find box, then select Home Page Components, and then create a custom home page component of type Links on that page that includes the custom links that you created in the first step. Creating a custom home page component for your links doesn’t change the visual styling for your end users.

  • The Dashboard Snapshot component displays the top three components of the last dashboard the user accessed. Users can view a dashboard snapshot on their Home tab if they have access to at least one dashboard.
  • When designing home page layouts for your Customer Portal, we recommend adding the following components: Search, Solution Search, Recent Items, Customer Portal Welcome, and a custom HTML Area component that includes your corporate branding in the wide column.
  • You can add up to 20 components to a home page layout.

Assign Home Tab Page Layouts to Profiles

Your Salesforce Home Page layouts are only visible to users after you assign them to a user profile.

  1. From Setup, enter Home Page Layouts in the Quick Find box, then select Home Page Salesforce Layouts.
  2. Click Page Layout Assignment.
  3. Click Edit Assignment.
  4. Choose the appropriate page layout for each profile.
  5. Initially, all users, including Customer Portal users, are assigned to the Home Page Default layout.
  6. Click Save.

Set Page Layouts and Field-Level Security

“Use page layouts to organize detail and edit pages within tabs after restricting users" access to fields with field-level security. You will have fewer page layouts to maintain as a result. For instance, if a field is read-only in the field-level security settings but necessary in the page layout, the page layout will not take precedence and the field will be read-only for the user.

For Personal, Contact Manager, and Group Editions

  • Create custom fields.
  • Create any custom buttons or links.
  • Create any custom s-controls.
  • Define page layouts. All users automatically use the same page layout for each object.
  • Set the related objects and the mini page layouts that display in the console.
  • Define search layouts. All users use the same search layouts.

For Professional, Enterprise, Unlimited, Performance, and Developer Editions

  • Create custom fields.
  • Create any custom buttons or links.
  • Create any custom s-controls.
  • Create any custom profiles.
  • Create record types for different business scenarios.
  • Assign which record types are available to users with different profiles.
  • Set the field-level security for each profile to restrict users’ access to specific fields.
  • Define page layouts to organize your pages.
  • Set the related objects and the mini page layouts that display in the console.
  • Assign page layouts to users based on profiles and record types.
  • To verify that all field access settings are correct, check the field accessibility grid.
  • Define search layouts. All users use the same search layouts.

Assign Page Layouts to Profiles or Record Types

Determine the page layouts people view after defining the page layouts. Which page layout a person sees is based on their profile. Furthermore, if your company uses record types for a certain object, the user's profile and the record type work together to determine which page layout is shown when a user reads records for that object.

Page layouts can be delegated from:

  • The object's customize salesforce home page  layout or record-type page
  • The original or enhanced profile user interface.

To verify that users have the correct access to fields based on the page layout and field-level security, you can check the field accessibility grid. From Setup, enter Field Accessibility in the Quick Find box, then select Field Accessibility. From this page, choose a particular object to view and then select whether you want to check access by profiles, record types, or fields.

Assign Page Layouts from a Record Type Page or Customize Page Layout Page

  1. Choose Page Layouts or Record Types from the administration options for the relevant object.
  2. To assign a page layout, click.
  3. The Edit Assignment button.
  4. To specify the page layout for each profile, use the table. The page layout assignments for each profile are shown in the table. A matrix with a page layout picker is shown for each profile and record type in your organisation if record types are used.

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When choosing Assignments for The Page Layout:

To select all the table cells in a column or row, click the heading of a cell, column, or row.

  1. To select several nearby table cells, columns, or rows, press SHIFT+click.
  2. To pick several non-adjacent table cells, columns, or rows, press CTRL + click.
  3. To pick a group of cells, click and drag on any cell.
  4. To browse another collection of record types, click Next or Prev.
  5. Assignments for particular page layouts are indicated. Changes you make to page layout assignments are italicized until you save them.
  6. If other page layouts are required, choose one from the Page Layout To Use drop-down list and repeat the previous step.
  7. Press Save.

Conclusion

Build Your Own Unique Salesforce.com Homepage Elements Create a unique landing page in Salesforce with the help of some supplemental components. Create Custom Landing Pages with Salesforce Classic After you've made the widgets for the Home tab, it's time to develop the layouts for your salesforce homepage. To Assign Page Layouts for the Home Tab to Individual Profiles Your customised Salesforce homepage layouts are hidden from users unless you give them access to a specific profile. If you want to know more, check out the Salesforce tutorial. Make User-Specific Configurations to the Salesforce Start Page with a Little Help from Your Friends at CustomComponents.io.

To find out more, consult a Salesforce professional. After constructing the elements you like to see on the Home tab, develop your home page layouts in Salesforce Classic. Enter the text of the link that will be shown to users in the Bookmark box when modifying the default Custom Links component on the homepage. Type "Home" into the Quick Find box in Setup, choose "Home Page Components," and then add a new component of type "Links" to your home page, populating it with the custom links you just made.

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