There are two methods of creating custom Home pages in Salesforce CRM Lightning Experience. One method is to edit an existing Home page and the other is to create a new page using a Home page template. Both methods utilize Lightning App Builder, which allows you to generate and configure the various components and properties of the page.
In this recipe, we will use Lightning App Builder to clone the existing standard Home page.
Carry out the following steps to assign the system administrator profile to the default standard Home page:
- Click on the Setup gear icon at the top right-hand corner of the main Home page, as shown in the following screenshot:
- Click the
Setup
option, as shown in the following screenshot:
- Type
home
in the Quick Find search box, as shown in the following screenshot:
- Select the
Home
option. - Click on
Set Page Assignments
, as shown in the following screenshot:
- In the resulting
Select Profiles
dialog, scroll through the listed profiles and check theSystem Administrator
checkbox, as shown in the following screenshot:
- Click on
Next
. - In the resulting
Choose Lightning Page
dialog, either verify or choose theSystem Default
option (depending on your current settings), as shown in the following screenshot:
- Click on
Next
. - Finally, in the resulting
Review Assignments
confirmation dialog, click onAssign
, as shown in the following screenshot:
Carry out the following steps to clone the standard Home page using Lightning App Builder:
- From the main Home page, click on the Setup gear icon at the top right of the page, as shown in the following screenshot:
- Click the
Edit Page
option, as shown in the following screenshot:
Note
If you have not already created a custom Home page, then behind the scenes, Salesforce makes a cloned copy of the standard Home page when you click Edit Page
and subsequently save it.
The cloned custom Home page is associated with the standard Home page and a reference is maintained by the system. As new capabilities are introduced to the standard Home page in future releases, these are also made available to your custom Home page. The cloned custom Home page is then loaded for editing within Lightning App Builder.
- In the resulting Lightning App Builder page, type
Cloned Standard Home Page
in theDescription
field, as shown in the following screenshot:
- Click on
Save
. - Finally, click on
Back
.