salesforce app home page assignment

Dive into the Summer ’24 Release

As an admin, you can help your organization succeed by staying up to date with the latest Salesforce releases and getting familiar with product enhancements.

Check out the Summer ’24 release notes for a list of new features and available updates.

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Product Area

Feature impact.

• Start a New Trial
• Delete Trial Data
• Plan Your Salesforce Rollout
• Manage Information About Your Company
• Allow the Required Domains
• Allow Network Access for News, Account Logos, and Automated Account...
• Web Request Limits
• User Interface Settings
• Find Items in Setup with Advanced Setup Search (Beta)
• Setup Search Results Page (Beta)
• Set a New Default Home Page

Assign Custom Home Pages to Specific Apps and Profiles

• Lightning Experience Home Permissions and Settings
• Lightning Experience Record Page Views
• Set the Default Lightning Experience Record Page View
• Activities View
• Set the Default Activities View
• Select Languages for Your Org
• Adopt the ICU Locale Formats
• Determine Whether Your Org Uses ICU or JDK Locale Formats
• Considerations for Adopting the ICU Locale Formats
• Create a SOQL Query
• Create a Custom Object for a Report
• Identify Locales in Use by User
• Identify Changes to Your Locales with ICU
• Differences Between JDK and ICU Locale Formats
• Enable the ICU Locale Formats
• Check for API Versions
• Update the API Version
• Use Locale-Neutral Methods in Code
• Example Code with Locale-Formatted Data
• Update Your Integrations for New Locale Formats
• ICU Locale Format Migration Tests
• Supported Number, Name, and Address Formats (ICU)
• Supported Currencies (ICU)
• Supported Number, Name, and Address Formats (JDK)
• Supported Date and Time Formats (JDK)
• Supported Currencies (JDK)
• Set Your Currency Locale
• Set Your Corporate Currency
• Set Your Personal Currency
• Edit Conversion Rates
• Supported Time Zones
• Add Local Name Fields to a Page Layout in Salesforce Classic
• Add Local Name Fields to a Page Layout in Lightning Experience
• Enable the Japanese Imperial Calendar
• Set the Fiscal Year
• Customize the Fiscal Year Structure
• Customize the Fiscal Year Labels
• Choose a Custom Fiscal Year Template
• Define or Modify a Custom Fiscal Year
• Turn Einstein Features On or Off
• Einstein and Data Usage in Service Cloud and Lightning Platform
• Einstein and Data Usage in Commerce Cloud
• Set Up Einstein Search
• Autocomplete Addresses
• Considerations for Autocompleting Addresses
• Integration Values for State and Country/Territory Picklists
• Configure State and Country/Territory Picklists
• Standard Countries and Territories for Address Picklists
• Edit State, Country, and Territory Details
• State and Country/Territory Picklists and the Metadata API
• Prepare to Scan State, Country, and Territory Data and Customizations
• Scan State and Country/Territory Data and Customizations
• Prepare to Convert State, Country, and Territory Data
• Convert State and Country/Territory Data
• Enable and Disable State and Country/Territory Picklists
• State, Country, and Territory Picklist Fields
• State and Country/Territory Picklist Field-Syncing Logic
• State and Country/Territory Picklist Error Messages
• Let Users See Report Headers While Scrolling
• Help Users Find Dashboards Quickly
• Let Users Post Dashboard Widgets in Chatter
• Exclude the Confidential Information Disclaimer from Reports
• Let Users Attach Files to Report Subscriptions
• Hide the Embedded Salesforce Classic Report Builder in Lightning...
• Let Users Subscribe to Report Notifications
• Customize Report and Dashboard Email Notifications
• Create a Custom Report Type
• Add Child Objects to Your Custom Report Type
• Design the Field Layout for Reports Created from Your Custom Report...
• Manage Custom Report Types
• Limits on Report Types
• Bulk Move Reports or Dashboards with Metadata API
• Set Up Historical Trend Reporting
• Upgrade the Report Wizard
• Manage Release Updates
• Security Alerts
• How Divisions Work
• Set Up Divisions
• Create and Edit Divisions
• Transferring Multiple Records Between Divisions
• Change the Default Division for Users
• Reporting With Divisions
• Read-Only Mode
• 5 Minute Upgrades
• Check for Desktop Client Updates
• Permissions for UI Elements, Records, and Fields
• Deactivate a Developer Edition Org
• Developer Org Expiration
• Give Your Billing Users Free Access to the Your Account App
• Launch the Your Account App
• Assign an Approver to Complete a Self-Service Quote with DocuSign
• Manage Your Contracts with the Your Account App
• Manage Renewals
• View and Download Invoices
• Get Support with the Your Account App
• Turn Off the Your Account App
• Manage Your Quotes with the Your Account App
• Access Your Completed Quotes with the Your Account App
• Update Billing Contact Access to the Your Account App
• User Management Administration
• Enable User Self-Deactivation
• Personal User Information Policies and Timelines
• Manage Personal User Information Visibility for External Users
• Personal User Information Considerations
• Let Users Scramble Their User Data
• Enable Contactless Users
• Enable Enhanced Profile List Views
• Enable Enhanced Permission Set Component Views
• Enable the Enhanced Profile User Interface
• Limit Profile Details to Required Users
• Restrict Permissions Cloning in Profiles
• Enable the Email Domain Allowlist
• Enable Field-Level Security for Permission Sets during Field Creation
• Enable User Access Policies (Beta)
• Administrators and Separation of Duties
• Guidelines for Adding Users
• Add a Single User
• Add Multiple Users
• Considerations for Editing Users
• Unlock Users
• Deactivate Users
• Considerations for Deactivating Users
• Mass Transfer Records
• Freeze or Unfreeze User Accounts
• Create Contactless Users
• Upgrade a Contactless User to a Community License
• Downgrade Experience Cloud Site Users with Community Licenses to...
• Restrict User Email Domains
• User Fields
• View Your Organization’s User Licenses
• See User License Assignments with a Custom Report Type
• When to Use an Internal or External License
• External Identity License Details
• Chatter User Licenses
• Experience Cloud User Licenses
• Channel Account Licenses
• Lightning Platform Starter and Lightning Platform Plus Details
• Database.com User Licenses
• Service Cloud Portal User Licenses
• Sites and Site.com User Licenses
• Authenticated Website User Licenses
• Partner Portal User Licenses
• Customer Portal User Licenses
• Customer Portal—Enterprise Administration User Licenses
• View and Manage Your Permission Set Licenses
• Create a Permission Set Associated with a Permission Set License
• Assign a Permission Set License to a User
• Remove a Permission Set License from a User
• View Your Organization’s Feature Licenses
• Enable a Feature License for a User
• Available Feature Licenses
• View Your Salesforce Org’s Usage-Based Entitlements
• Usage-Based Entitlement Fields
• Delegate Administrative Duties
• Define Delegate Administrators
• Enable Tags
• Adding Tags to the Sidebar
• Delete Personal Tags for Deactivated Users
• Control Who Sees What
• User Permissions
• “View All” and “Modify All” Permissions Overview
• Comparing Security Models
• Verify Access for a Particular Field
• Modify Field Access Settings
• Revoke Permissions and Access
• Create a Connected App for the Tooling API
• Create an Authentication Provider for the Tooling API
• Update the Callback URL in the Connected App
• Create a Named Credential for the Tooling API
• Create a Permission Set to Use the Named Credential
• Download the User Access and Permissions Assistant Package
• Assign the Helper App Access Permission Set
• Create a Permission Set with Required Permissions for the User...
• Set User Authentication for the Tooling API Credential
• Analyze User Permissions
• Analyze Object Permissions
• Analyze Permission Set Groups
• Convert a Profile to a Permission Set
• Report on Permission Assignments by User
• Assign or Unassign Permission Set Groups
• Create a Permission Set Group with the User Access and Permissions...
• Modify a Permission Set Group with the User Access and Permissions...
• Mute Permissions in a Permission Set Group
• Add or Remove Permission Sets from a Permission Set Group
• User Access and Permissions Assistant Considerations
• Manually Grant or Revoke Access with a User Access Policy (Beta)
• Automatically Grant or Revoke Access with a User Access Policy (Beta)
• User Access Policy Considerations (Beta)
• Standard Profiles
• Create and Edit Profile List Views
• Edit Multiple Profiles with Profile List Views
• Create or Clone Profiles
• View a Profile's Assigned Users
• View and Edit Assigned Apps in Profiles
• Assign Record Types and Page Layouts in Profiles
• View and Edit Login Hours in Profiles
• Restrict Login IP Addresses in Profiles
• Password Policy Fields in Profiles
• Edit Session Settings in Profiles
• App and System Settings in the Enhanced Profile User Interface
• Edit Object Permissions in Profiles
• Enable Custom Permissions in Profiles
• Set Field-Level Security for a Field on All Profiles
• Search in the Enhanced Profile User Interface
• Guidelines for Creating Permission Sets and Permission Set Groups
• Create Permission Sets
• Enable Object Permissions in Permission Sets
• Enable User Permissions in Permission Sets
• Set Field Permissions in Permission Sets and Profiles
• Set Field-Level Security for a Field on All Permission Sets
• Enable Custom Permissions in Permission Sets
• Tab Settings
• Set Visualforce Page Access in Permission Sets
• App and System Settings in Permission Sets
• How Is Record Type Access Specified?
• View and Edit Assigned Apps in Permission Sets
• Manage Permission Set Assignments
• Types of Permission Sets
• Permission Set Considerations
• Standard Permission Sets
• Integration Permission Sets
• Create a Flow That Can Activate or Deactivate a Session-Based...
• View Permissions Enabled in a Permission Set or Permission Set Group...
• See the Count of Permission Set Groups a Permission Set Is Added To
• Work with Permission Set Lists
• Search Permission Sets
• Report on Custom Permission Set and Permission Set Group Assignments
• Add Permission Sets to a Permission Set Group
• Remove Permission Sets from a Permission Set Group
• Assign Permission Set Groups to Users
• Mute a Permission in a Permission Set Group
• Permission Set Group Muting Dependencies
• Permission Set Group Status and Recalculation
• Permission Set Groups from Managed Packages
• Permission Set Groups Considerations
• Create Session-Based Permission Set Groups
• Allow Users to Activate or Deactivate a Session-Based Permission Set...
• Permission Set Groups and Combined Permissions View
• Permission Set Group FAQs
• Permission Assignment Expiration Considerations
• Public Group Considerations
• Group Member Types
• Create and Edit Public Groups
• View Group Lists
• Create a Custom Report Type for Public Group Members
• Report on Public Group Membership
• Sharing Records with Manager Groups
• Create and Edit Personal Groups
• Manage Sharing Settings
• Who Has Access to Account Records?
• Considerations for Making Sharing Updates
• Set Your Internal Organization-Wide Sharing Defaults
• Set Your External Organization-Wide Sharing Defaults
• Default Organization-Wide Access Levels
• Organization-Wide Default Access Settings
• Create a User Role
• Assign Users to Roles
• View and Edit Roles
• Guidelines for Success with Roles
• Role Fields
• Role and Territory Sharing Groups
• Managers in the Role Hierarchy
• Sharing Rule Types
• Create Owner-Based Sharing Rules
• Create Criteria-Based Sharing Rules
• Create Guest User Sharing Rules
• Create Sharing Rules Based on Group Membership
• Sharing Rule Categories
• Edit Sharing Rules
• Sharing Rule Considerations
• Defer Sharing Rule Calculations
• Defer Group Membership Calculations
• Automatic Recalculation of Org-Wide Defaults and Sharing Rules
• Asynchronous Deletion of Obsolete Shares
• Manual Sharing in Lightning Experience
• Manual Sharing in Salesforce Classic
• Manual Sharing Considerations
• Viewing Which Users Have Access to Your Records in Salesforce Classic
• Viewing Which Users Have Access to Your Records in Lightning...
• See Account Access from Manual Shares or Account Teams with Reports
• Set the Org-Wide Sharing Defaults for User Records
• Understanding User Sharing
• Report Types Support for User Sharing
• Differences Between User Sharing with Manual Sharing and Sharing Sets
• Control Manual Sharing for User Records
• Control Standard Report Visibility
• Require Permission to View Record Names in Lookup Fields
• View Sharing Overrides
• Built-in Sharing Behavior
• Object-Specific Share Locks
• Create and Edit Folders
• Moving Documents and Email Templates in Folders
• Resolving Insufficient Privileges Errors
• Resolve Permission and Object-Level Access Errors
• Resolve Record-Level Access Errors
• Resolve Process-Level Access Errors
• Create a Restriction Rule
• Restriction Rule Considerations
• Restriction Rule Example Scenarios
• Create a Flow That Applies a Scoping Rule
• Scoping Rule Considerations
• Scoping Rule Example Scenarios
• Records Import Numbers and Types
• What Is Imported for Business Accounts and Contacts?
• What Is Imported for Person Accounts?
• What Is Imported for Leads?
• What’s Imported for Campaign Members?
• What Is Imported for Custom Objects?
• What Is Imported for Solutions?
• Notes on Importing Data
• Rules for Importing Multiple Currencies
• Export Contact Data from ACT!
• Exporting from LinkedIn®
• Export from Outlook
• Export from Other Data Sources
• Export from Salesforce
• Default Field Mapping for ACT!
• Default Field Mapping for Outlook
• Field Mapping for Other Data Sources and Organization Import
• Field Mapping for Importing Leads
• Import Data with the Data Import Wizard
• Add Person Accounts with the Data Import Wizard
• Data Loader
• Undoing an Import
• Import Limits
• Who can use the Data Import Wizard?
• What permissions do I need to import records?
• Why can’t I log into Data Loader?
• Who can import campaign members?
• Can I mass upload data into Salesforce?
• Should I sync Outlook or use import wizards to upload my data into...
• Which data can I import?
• How large can my import file be?
• How do I perform mass updates to records?
• What file formats can the import wizards handle?
• Why is there a delay in importing my file?
• Can I do simultaneous imports?
• How long does it take to complete an import?
• How many records can I import?
• What kind of objects can I import?
• Can I import into custom fields?
• Can I import into fields that are not on my page layout?
• Can I import data into a picklist field if the values don’t match?
• Can I delete my imported data if I make a mistake?
• How do I use the Data Import Wizard to update records that match...
• Where Does Data Import Wizard Obtain the Country for the Country...
• How do I update fields with blank values?
• Can I bulk-assign records to a record type?
• How many campaign members can I import?
• What status is assigned to campaign members?
• Can I import using external IDs?
• Can I match lookups and master-detail records using external IDs?
• Why doesn’t Data Loader import special characters?
• Why do date fields import incorrectly when I use the Data Loader?
• Can I import amounts in different currencies?
• Can I import data in more than one language?
• Can Customer Support help me import my data?
• Delete Multiple Records and Reports
• Notes on Using Mass Delete
• Mass Update Addresses
• Tips for Mass Updating Addresses
• How scalable is Salesforce?
• Do I see a degradation in performance as Salesforce's subscriber...
• Back Up Metadata to Protect and Restore Your Customizations
• Install the Salesforce Backup Managed Package
• Assign the Salesforce Backup License and Permission Set
• Configure Salesforce Backup Settings
• Plan Your Salesforce Backup Strategy
• Add Objects and Records to Your Backup Policy
• Add Files and Attachments to Your Backup Policy
• Set a Custom Backup Schedule
• Run Delta Backups
• Restore Records with Salesforce Backup
• Export Object Data and Related Records from a Backup
• Export File and Attachment Backups
• View and Interpret Salesforce Backup Logs
• Troubleshoot Salesforce Backup
• Salesforce Backup Considerations
• Request a Platform Cache Trial
• Request Additional Platform Cache
• Set Up a Platform Cache Partition with Provider Free Capacity
• Brand Your Salesforce Org’s Domains
• What Is My Domain?
• My Domain Considerations
• My Domain Provisioning and Deployment
• Why Enhanced Domains
• Enhanced Domains Timeline
• Considerations for Enhanced Domains
• Determine Whether Enhanced Domains Are Enabled
• Enable Enhanced Domains
• Troubleshoot Common Errors Related to Enhanced Domains
• Enable Partitioned Domains
• Partitioned Domains for Demo Orgs
• Partitioned Domains for Developer Edition Orgs
• Partitioned Domains for Patch Orgs
• Partitioned Domains for Sandboxes
• Partitioned Domains for Scratch Orgs
• Partitioned Domains for Trailhead Playgrounds
• Understand the My Domain Change Process
• Review Recommended Practices for a My Domain Change
• Prepare for and Schedule a My Domain Change
• Notify Users and Customers About a My Domain Change
• Example My Domain Change Project Checklist
• Example My Domain Change Pre-Deployment Checklist
• Example My Domain Change Post-Deployment Checklist
• Change Your My Domain Details
• Preserve Login Access During a My Domain Login URL Change
• Deploy My Domain Changes
• Determine the Required Authentication Updates After a My Domain Change
• Update Named Credentials After a My Domain Change
• Update Your SAML SSO IdP Configuration After a Login or Site URL...
• Update Your Auth Provider or OpenID Connect IdP Configuration After...
• Update Service Provider Endpoints After a Login or Site URL Change
• Update Your Org for My Domain Changes
• Test My Domain Changes
• Understand Redirections for Previous My Domain Hostnames
• Manage My Domain Redirections
• Prepare for the End of Redirections for Non-Enhanced Domains
• Disable or Remove Your Previous My Domain
• Disable Redirections for Your Previous Force.com Site URLs
• Log My Domain Hostname Redirections
• Set the My Domain Login Policy
• Customize Your My Domain Login Page with Your Brand
• Create an Interview-Based Login Page with My Domain Login Discovery
• Add Identity Providers to the My Domain Login Page
• Customize Your My Domain Login Page for Mobile Auth Methods
• What Is Salesforce Edge Network?
• Considerations for Salesforce Edge Network
• Route My Domain Through Salesforce Edge Network
• Get Your Org Status and Upcoming Maintenance Dates with My Domain
• Link to Salesforce Domains in Packages
• Log In to Salesforce with Code
• What Determines Your URL Formats
• My Domain Hostnames
• My Domain Login and Application URL Formats with Enhanced Domains
• My Domain Login and Application URL Formats Without Enhanced Domains
• My Domain URL Format Changes When You Enable Enhanced Domains
• Phishing and Malware
• Security Infrastructure
• How Is the Health Check Score Calculated?
• Create a Custom Baseline for Health Check
• Custom Baseline File Requirements
• Salesforce Shield
• Security Center Definitions
• Enable Security Center Permissions
• Designate a Parent Tenant in Security Center
• Security Center Dashboards
• Review Detailed Metric Data
• Review Health Check Data
• Update Metric Data
• Review Threat Detection Events
• Use Cases for Alerts
• Define and Deploy Security Policies
• Disconnect a Child Tenant from a Parent Tenant
• Security Center Metrics
• Einstein Data Detect Glossary
• Install and Configure the Einstein Data Detect Managed Package
• Create a Data Detect Policy
• Scan for Patterns with Einstein Data Detect
• View and Classify Results with Einstein Data Detect
• Review Einstein Data Detect Scan Logs
• Which Standard Fields Can I Encrypt?
• Which Custom Fields Can I Encrypt?
• Which Files Are Encrypted?
• What Other Data Elements Can I Encrypt?
• Terminology
• Classic vs Platform Encryption
• Shield Encryption Flow
• Search Index Encryption Flow
• Why Bring Your Own Key?
• Masked Data
• Shield Platform Encryption in Hyperforce
• Required Permissions
• Generate a Tenant Secret with Salesforce
• Manage Tenant Secrets by Type
• Encrypt New Data in Standard Fields
• Encrypt New Data in Custom Fields in Salesforce Classic
• Encrypt New Data in Custom Fields in Lightning Experience
• Encrypt Custom Fields in Installed Managed Packages
• Encrypt Files
• Encrypt Data in Chatter
• Encrypt Search Index Files
• Encrypt CRM Analytics Data
• Encrypt Event Bus Data
• Fix Blockers
• Stop Encryption
• How Deterministic Encryption Supports Filtering
• Encrypt Data with the Deterministic Encryption Scheme
• Work with Key Material
• Rotate Keys
• Back Up Your Tenant Secrets
• Gather Encryption Statistics
• Interpret and Use Encryption Statistics
• Sync Data with Self-Service Background Encryption
• Destroy a Key
• Require Multi-Factor Authentication for Key Management
• Bring Your Own Key Overview
• Generate a BYOK-Compatible Certificate
• Generate and Wrap BYOK Key Material
• Sample Script for Generating a BYOK Tenant Secret
• Upload Your BYOK Tenant Secret
• Opt Out of Key Derivation with BYOK
• Take Good Care of Your BYOK Keys
• Troubleshooting Bring Your Own Key
• How Cache-Only Keys Works
• Prerequisites and Terminology for Cache-Only Keys
• Create and Assemble Your Key Material
• Configure Your Cache-Only Key Callout Connection
• Add Replay Detection for Cache-Only Keys
• Check Your Cache-Only Key Connection
• Destroy a Cache-Only Key
• Reactivate a Cache-Only Key
• Considerations for Cache-Only Keys
• Troubleshoot Cache-Only Keys
• Apply Encryption to Fields Used in Matching Rules
• Retrieve Encrypted Data with Formulas
• Encryption Best Practices
• General Trade-Offs
• Considerations for Using Deterministic Encryption
• Lightning Trade-Offs
• Field Limits
• App Trade-Offs
• Manage Trusted URLs
• Review and Resolve CSP Violations
• Trust Redirections to Your Other Salesforce Orgs
• Manage Redirections to External URLs
• Configure Salesforce CORS Allowlist
• Protect Sensitive Information in Your URLs
• Protect Your Visualforce Pages with Cross-Origin Opener Policy (COOP)
• Restrict Page Resource Requests with Cross-Origin Embedder Policy...
• Enable Clickjack Protection for Visualforce Pages
• Specify Trusted Domains for Inline Frames
• Apply Clickjack Protection to Less Common Browsers
• Modify Session Security Settings
• Enable Browser Security Settings
• Set Trusted IP Ranges for Your Organization
• Control Access to Browser Features
• Require High-Assurance Session Security for Sensitive Operations
• View User Session Information on the Session Management Page
• User Session Types
• Salesforce Platform Cookies
• Using Frontdoor.jsp to Bridge an Existing Session Into Salesforce
• Establish an Inbound Connection with AWS
• Establish an Outbound Connection with AWS
• Considerations for Private Connect with AWS
• Use Activations
• Real-Time Event Monitoring Definitions
• Considerations for Using Real-Time Event Monitoring
• Enable Access to Real-Time Event Monitoring
• Manage Real-Time Event Monitoring Events
• Event Data Streaming
• Event Data Storage
• Using Async SOQL
• Create Logout Event Triggers
• How Chunking Works with ReportEvent and ListViewEvent
• ApiEvent Policies
• ApiAnomalyEventStore Policies
• BulkApiResultEventStore Policies
• CredentialStuffingEventStore Policies
• FileEvent Policies
• ListViewEvent Policies
• LoginEvent Policies
• PermissionSetEventStore Policies
• ReportEvent Policies
• ReportAnomalyEventStore Policies
• SessionHijackingEventStore Policies
• Enhanced Transaction Security Actions and Notifications
• Condition Builder Examples
• Implementation Apex Examples
• Asynchronous Apex Example
• Apex Testing
• Best Practices for Writing and Maintaining Enhanced Transaction...
• Enhanced Transaction Security Metering
• Exempt Users from Transaction Security Policies
• Test and Troubleshoot Your New Enhanced Policy
• Features of the Browser Fingerprint
• Investigate Session Hijacking
• Investigate Credential Stuffing
• Training and Inference Steps
• Investigate Report Anomalies
• Best Practices for Investigating Report Anomalies
• Detection Event Isn’t Anomalous
• Detection Event Possibly Anomalous
• Detection Event Is Definitely Anomalous but Maybe Not Malicious
• Detection Event Is Confirmed Malicious
• Investigate API Request Anomalies
• Best Practices for Investigating API Request Anomalies
• API Detection Event Isn’t Anomalous
• API Detection Event Possibly Anomalous
• API Detection Event Is an Anomaly but Isn’t Clearly Malicious
• API Detection Event Is Confirmed Malicious
• Investigate Guest User Anomalies
• Best Practices for Investigating Guest User Anomalies
• Make the Threat Detection App Visible to Users
• View Events and Provide Feedback
• Explore Event Log File Data using the Event Log File Browser (Beta)
• Configure Remote Site Settings
• Create and Edit an OAuth External Credential with the Browser Flow
• Create and Edit an OAuth External Credential with the JWT Bearer Flow
• Create and Edit an OAuth External Credential with the Client...
• Create and Edit an AWS Signature v4 External Credential
• Create and Edit a Custom Authentication External Credential
• Create and Edit a No Authentication External Credential
• Create and Edit a JWT External Credential
• Create and Edit a Basic Authentication External Credential
• Additional Tasks for External Credentials
• Enable External Credential Principals
• Enable User External Credentials
• Permission Concepts for User External Credentials
• Create and Edit Custom Headers
• Use API Keys with Named Credentials
• Using Basic Authentication with Named Credentials
• Named Credential Formula Functions
• Create and Edit a Named Credential
• Define a Legacy Named Credential
• Grant Access to Authentication Settings for Legacy Named Credentials
• Authentication Protocols for Named Credentials
• Set Up JWT Claims for Named Credentials
• Considerations for Named Credentials
• Generate a Self-Signed Certificate
• Generate a Certificate Signed by a Certificate Authority
• Set Up a Mutual Authentication Certificate
• Configure Your API Client to Use Mutual Authentication
• Manage Master Encryption Keys
• Replace the Default Proxy Certificate for SAML Single Sign-On
• Technical Requirements for Phones
• Performance Assistant
• What Is EPT?
• Plan Your Performance Test and Identify Key Personas
• Set Up and Run Performance Tests
• Network Best Practices
• Device and Browser Best Practices
• Org Configuration Best Practices
• Improve Virtual Desktop Environment Performance
• System Overview: Schema
• System Overview: API Usage
• System Overview: Business Logic
• System Overview: User Interface
• System Overview: Most Used Licenses
• System Overview: Portal Roles
• Data and Storage Resources
• Get Adoption and Security Insights for Your Organization
• Considerations for Using Login Forensics
• Enable Login Forensics
• Monitor Training History
• Monitor Setup Changes with Setup Audit Trail
• Track Field History for Standard Objects
• Track Field History for Custom Objects
• Disable Field History Tracking
• Set Up Debug Logging
• View Debug Logs
• Collect Debug Logs for Guest Users
• Monitoring Scheduled Jobs
• Monitor Background Jobs
• Monitor Bulk Data Load Jobs
• View Bulk Data Load Job Details
• Install a Package
• Configuring Installed Packages
• Uninstall a Managed Package
• View Installed Package Details
• Importing Package Data
• Namespace Permission Set Licenses in Packages
• Assign Licenses for Installed Packages
• Removing Licenses for Installed Packages
• Responding to License Manager Requests
• Assigning Licenses Using the API
• Package Usage
• Upgrading Packages
• Can I uninstall packages that I installed from AppExchange?
• Who Can Use AppExchange?
• Why did my installation or upgrade fail?
• Can I customize AppExchange packages?
• Who can use AppExchange packages?
• How can I upgrade an installed package?
• How secure are the components I install?
• What happens to my namespace prefix when I install a package?
• Can I reinstall an AppExchange package after uninstalling it?
• When I install a package that’s listed on AppExchange, do custom...
• Do AppExchange managed packages count against data storage limits?
• Learn More About Setting Up Salesforce

Assign home pages to different apps and app-and-profile combinations to give your users access to a Home page perfect for their role.

Required Editions and User Permissions

You can set page assignments by app in three different ways. You can use the Lightning App Builder to assign profiles to a single Home page, but Setup offers more control over page assignments.

• From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder . After you save a page, click Activate from the Page Saved dialog, or click Activation .
• While editing a Lightning app, select the Pages tab, click Open Page , then click Activation .
• In Setup—Enter Home in the Quick Find box, then select Home .

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Home » Article » 3 Custom Home Pages You Can Build in Lightning

3 Custom Home Pages You Can Build in Lightning

Are you tired of seeing that “Quarterly Performance Chart” on your home page every time you log in to Salesforce? While that information may be great for your sales users, the rest of your users probably want to see other data more relevant to their job functions. Well, great news! With Summer ‘16, you can customize Salesforce home pages for your users by using the Lightning App Builder.

With Summer ‘16, we have the power as Salesforce Admins to build different home pages featuring charts, lists, recent items, tasks, rich text – any number of components – and assign different home pages for each user profile. This is the ultimate way to customize your users’ Salesforce experience, making their jobs easier and your business run smoother. AND make you look like an #AwesomeAdmin in just a few easy steps.

How do I build a custom home page?

To build a custom home page, you need to use the Lightning App Builder. This means you need to be using the Lightning Experience. For more information on how to migrate to Lightning, check out the Migrate to Lightning trail .

Go to Setup and type in “Builder” in the search bar to find the Lightning App Builder. Then select the “New” button and select “Home Page” as the type.

If you want to install components from the AppExchange like I did for some of these examples, you will have to enable MyDomain . This is also best practice for any org, check out this Traillhead module to learn more. You can enable MyDomain by typing “My Domain” in Setup search. Pick a custom domain name, and follow the steps outlined on the My Domain wizard.

Now let’s check out some example Home pages you can build in Lightning!

#1: For Admins

Before building my custom admin Home page, I installed the Adoption Dashboards pack from the AppExchange.

What do admins care about?

We care about staying on top of all of our tasks, and track how our users are using Salesforce so we can identify superusers and gaps in adoption. We also want to stay on top of the conversations happening in Salesforce, and be able to quickly navigate to the parts of the app that we are working on. Let’s use the Lightning App Builder to build a Home page that gives us all this information in one place.

Here are the standard and custom components I added to my admin Home page:

• Jumbotron ( Jumbotron from Silverline from the Component Exchange): Customize an image, message, and link button to useful resources, like admin.salesforce.com
• Report Chart: Opportunities that need attention – keep an eye on opportunity records that haven’t been touched to make sure your company doesn’t miss potential deals
• Report Chart: Logins by Dept – see how departments are using Salesforce and identify super users
• Report Chart: New Accounts by Type – Keep an eye of how the Sales team is using the app
• Recent Records: Make it easy to navigate back to what you are working on
• Filtered List: Active Groups – stay on top of the conversations happening across the company

Note: When this post went live in July 2016, I originally had the Task Calendar from Oktana as part of this page. That component is no longer available.

#2: For Customer Service Managers

Before building my custom service manager Home page, I installed the Service & Support Dashboards pack from the AppExchange.

What do service managers care about?

Teamwork! They want to make sure their team is engaged, solving customer problems quickly, and continuing to improve customer experience. This means we want to give them easy access to performance and product data, and provide ways for them to easily engage and train their team.

Here is what I added to my service manager home page:

• Rich Text: Custom announcement with link to current activity to drive participation
• Report Chart: Time per Account – identify which accounts are taking the most representative time
• Report Chart: Cases by Reason – track common issues to make product improvements
• Report Chart: Open Cases by Rep – track caseload for each team member
• Filtered List: Devices with pictures in rich text fields to see the products customers are using
• Jumbotron ( Jumbotron from Silverline from the Component Exchange) – Customize an image, message, and link button to training
• Filtered List: My Open Cases – Quick access to their own caseload

#3: For Marketers

Before building my custom marketer Home page, I created a few reports: Campaigns with Opportunities (by Amount), and Leads by Source. See this post for more on creating marketing reports. Notes: In order to add charts to a custom homepage, you must create them in Classic and save them with a chart, and they cannot be saved in the Personal Reports folder. Then switch to Lightning and build your page!

What do marketers care about?

They care about tracking their marketing efforts – incoming leads, how many of those leads are getting converted into opportunities, and what’s coming up on their busy calendar. Marketers also constantly check what is getting published, so we want to make it easy for them to get to outlets and resources with one click. Let’s give them an easy way to see all this information as soon as they login to Salesforce.

• Jumbotron ( Jumbotron from Silverline from the Component Exchange): Use a custom logo, tagline, and link button to live material
• Report Chart: Leads by Source – track how your marketing efforts are doing across all channels
• Report Chart: Campaigns with Opportunities – measure the value of your marketing efforts
• Upcoming Events: Be ready for what’s coming next in the day
• Rich Text: Add an inspirational message, and custom links to commonly visited resources Filtered List: Active Campaigns – stay on top of current activities

Easy peasy, right?

These are just a few examples of what you can do with custom Home pages, but there are so many more possibilities. When planning custom homepages for your users, remember to think about these three questions:

• What does this user care about?
• Where does this user spend most of their time?
• How can I make it quicker for this user to find what they need?

Now go build some of your own custom home pages! We want to see what you’re building for your users, so share your screenshots with us on the Success Community using #mycustomhome. You never know, there might be some #AwesomeAdmin swag rewards for sharing & inspiring others with your creations…

Sales Cloud: Customize Home Page – Release Readiness LIVE, Summer ’16 – YouTube

Gillian Bruce

Gillian is a Principal Admin Evangelist at Salesforce. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. As host of the Salesforce Admins Podcast, she has helped deliver 250+ interviews from admins, product experts, and community leaders to listeners around the globe. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid.

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About 5 mins

Introduction

Create your first page.

• Challenge +100 points

Lightning App Builder lets developers and business users build beautiful custom user interfaces that are designed to work perfectly on your desktop and mobile devices, all without writing a single line of code. In this Quick Start, you'll build a geolocation app for sales reps in the field using the Lightning App Builder. You'll use a pre-built Lightning Component and the drag-and-drop interface of Lightning App Builder to create this app.

A Lightning Page is a container for Lightning Components. Create your first page and add a component to it.

• If you haven’t already, log in to Trailhead, then launch your Trailhead Playground by clicking Launch at the bottom of this page. This opens your Trailhead Playground in a new tab.

• Enter Lightning App Builder in Quick Find and select Lightning App Builder .
• Under Lightning Pages, click New .
• Select App Page then click Next .
• In the Label field, type Field Sales App and click Next .
• In Create a New Lightning Page , select Two Regions .
• Click Done .

Now that you have a page, you can add components. For your first component, drag a List View component onto the page.

• In the Desktop drop-down list, click Tablet - Portrait . The canvas's preview layout changes from the standard single column to two columns.
• From the Standard Components menu on the left, drag the List View to the left column.
• In the Object drop-down list, select Account .
• In the Filter drop-down list, select My Accounts .

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• Practice your skills with hands-on challenges and quizzes
• Track and share your progress with employers
• Connect to mentorship and career opportunities

To go to your company's login page, enter the custom domain name.

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• Marketing Cloud

Experiences

Access Trailhead, your Trailblazer profile, community, learning, original series, events, support, and more.

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Search Tips:

• Please consider misspellings
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Assign Page Layouts in the Original Profile User Interface

• From Setup, in the Quick Find box, enter Profiles , and then select Profiles .
• Select a profile.
• Click View Assignment next to any tab name in the Page Layouts section.
• Click Edit Assignment .
• Use the table to specify the page layout for each profile. If your organization uses record types, a matrix displays a page layout selector for each profile and record type. Selected page layout assignments are highlighted. Page layout assignments you change are italicized until you save your changes.
• If necessary, select another page layout from the Page Layout To Use drop-down list and repeat the previous step for the new page layout.
• Click Save .

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