Book Image

Salesforce CRM Admin Cookbook - Second Edition

By : Paul Goodey
Book Image

Salesforce CRM Admin Cookbook - Second Edition

By: Paul Goodey

Overview of this book

Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework.
Table of Contents (16 chapters)
Title Page
Credits
About the Author
Acknowledgements
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Cloning the standard Home page for a customized Lightning Experience


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.

Getting ready

Carry out the following steps to assign the system administrator profile to the default standard Home page:

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

  1. Type home in the Quick Find search box, as shown in the following screenshot:
  1. Select the Home option.
  2. Click on Set Page Assignments, as shown in the following screenshot:

  1. In the resulting Select Profiles dialog, scroll through the listed profiles and check the System Administrator checkbox, as shown in the following screenshot:

  1. Click on Next.
  2. In the resulting Choose Lightning Page dialog, either verify or choose the System Default option (depending on your current settings), as shown in the following screenshot:
  1. Click on Next.
  2. Finally, in the resulting Review Assignments confirmation dialog, click on Assign, as shown in the following screenshot:

How to do it...

Carry out the following steps to clone the standard Home page using Lightning App Builder:

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

  1. 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.

  1. In the resulting Lightning App Builder page, type Cloned Standard Home Page in the Description field, as shown in the following screenshot:

  1. Click on Save.
  2. Finally, click on Back.

How it works...

The standard Home page is cloned and stored as a custom Home page called Home_Page_Default which is accessible within Lightning App Builder, as shown in the following screenshot: