All users need to change their Personal Information settings in the Salesforce CRM application from time to time. They may, for example, wish to edit their user information, change their password, or you may need them to grant login access to administrators, plus many other reasons.
Accessing the Personal Information area is done by users clicking their profile picture and then stepping through the options to navigate to the My Personal Information
in the setup section of the sidebar. This takes extra clicks and can often be a challenge for less experienced users of the application.
In this recipe, we will create a shortcut link directly on the Home page to allow users to access their Personal Information options with a single click.
Carry out the following steps to edit an existing Home page to create a personal setup link on a customized Home page 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 preceding 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 enterQuick Personal Setup Link
into the Rich Text properties section. - This is shown in the following screenshot:
- Click the Link icon as shown in the following screenshot:
- Select
URL
for theLink Type
. - Select
https://
for theProtocol
. - Paste or enter the following for the
URL
:/one/one.app#/settings/personal/PersonalInformation/home
- Click on
OK
, 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 personal setup link, as shown in the following screenshot:
Upon clicking the personal setup link, users will be presented with the Personal Information
page, as shown in the following screenshot: