As a system administrator, you will receive requests for changes to your Sales CRM application. These requests may be received via email, phone call, Salesforce case record, or external case management system. Either way, it is often useful to provide users with a single email address with which they can log issues or request enhancements within Salesforce CRM.
In this recipe, we will create a system support email link that users can click for support using Lightning App Builder to edit a customized Home page.
Carry out the following steps to edit an existing Home page to provide a system support email link using Lightning App Builder:
- Click on the Setup gear icon, as shown in the following screenshot:
- Click the
Setup
option, as shown in the following screenshot:
- Type
app builder
in the Quick Find search box, as shown in the following screenshot:
- Select the
Lightning App Builder
option. - Click the
Edit
link for theHome_Page_Default
customized Home page, as shown in the following screenshot:
- In the resulting
Lightning App Builder
page, drag and drop theRich Text
component from the standardLightning Components
pane to the top of the Home page canvas, as shown in the following screenshot:
- Click on the newly added
Rich Text
component and enterFor Salesforce Help please send requests for support to
into theRich Text
properties section.
This is shown in the following screenshot:
- Click the Link icon, as shown in the following screenshot:
- Select
E-mail
, as shown in the following screenshot:
- Enter the appropriate details for your organization in the
E-Mail Address
,Message Subject
, andMessage Body
textboxes, as shown in the following screenshot:
- Click on
OK
. - Choose the text font, size, and color using the text formatter, as shown in the following screenshot:
- The
Lightning App Builder
page should now be configured, as shown in the following screenshot:
- Click on
Save
. - Finally, click on
Back
.
The customized Home page for the assigned users will appear with the system support email link, as shown in the following screenshot: