Build a custom Admin Home page in Salesforce CRM Lightning Experience

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Today, we will learn how to build a custom Admin Home page and a Home page template with the Salesforce Lightning App Builder.

This article is an excerpt from a book written by Paul Goodey, titled Salesforce CRM Admin Cookbook – Second Edition. This book will help you implement advanced user interface techniques to improve the look and feel of Salesforce CRM.

The sales performance or opportunity top deals components, which are provided out of the box on the Homepage, give sales people a very good insight into their sale activities. However, sales performance may not necessarily be relevant to or desired by non-sales users with job functions in other areas, such as marketing, service, finance, or even Salesforce system administration.

Rather than presenting the default Home page to all users in all business functions, you can create custom Home pages with features relevant to specific types of users, and assign the customized pages to different user profiles with Lightning App Builder in Lightning Experience.

There are two methods of creating custom Home pages in Salesforce CRM Lightning Experience. These methods involve either editing an existing Home page or creating a new page using a Home page template.


In this recipe, we will create a new custom Home page using Lightning App Builder and a Home page template.

How to do it…

Carry out the following steps to build a new custom Home page using Lightning App Builder:

  1. Click on the Setup gear icon at the top right of the main Home page, as shown in the following screenshot:

Set up gear

 

  1.    Click the Setup option, as shown in the following screenshot:

developer console

  1. Type app builder in the Quick Find search box, as shown in the following screenshot:

app builder

  1. Select the Lightning App Builder option.
  2. Click the New button, as shown in the following screenshot:

lightning app builder

  1. In the resulting Create a New Lightning Page dialog, choose the Home page Lightning Experience page type, as shown in the following screenshot:

Lightning page

  1. Click on Next.
  2. Now enter Admin in the Label box presented in the next dialog and then click on Next.
  3. In the final dialog, keep the tab option set as CHOOSE PAGE TEMPLATE, which shows the selection of Standard Home Page  as default, as shown in the following screenshot:

New lightning page

10. Click on Finish.

11. In the resulting Home page Layout screen, drag the desired components from the left-hand components pane, which contains all the standard components available for the Home page, onto the canvas section.

Here, we will drag the Recent Items to the top section, the Chatter Feed to the bottom left, the Chatter Publisher to the bottom right, and the App Launcher component to the right-hand section.

12. Enter This is a custom Home page created for use by Salesforce CRM Administrators in the Description box of the page, as shown in the following screenshot:

lightning app builder

13. Finally, click on Save, as shown in the following screenshot:

Save lightning app builder

14. After the page has been saved, the Home page must be activated. Upon saving the page, the Activation… option will be visible, as shown in the following screenshot:

15. Click on Activation… .

When clicking on Save for the very first time you will be presented with a Page Saved dialog that provides an Activate button to active the page. The dialog also presents a message saying Activate this page to make it visible to your users along with a checkbox with the caption Don’t show this message again, which, when checked, prevents the dialog from reappearing.

16. In the resulting Activation dialog, choose the Assign this Home page to specific profiles option, as shown in the following screenshot:

activate admin

17. Click on Next.

18. In the resulting Select Profiles dialog, choose the System Administrator profile, as shown in the following screenshot:

select profiles

19. Click on Next.

20. Finally, in the resulting Review Assignments confirmation dialog, click on Activate, as shown in the following screenshot:

review assignments

How it works…

When system administrators navigate to the Salesforce CRM Home page, they are presented with a custom Home page, as shown in the following screenshot:

Salesforce Lightning App builder

If you found our post useful, do check out this book Salesforce CRM Admin Cookbook – Second Edition, to explore advanced features of the Salesforce CRM’s Lightning interface.

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