Lightning App Builder - Build a Custom Home Page for Lightning Experience
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Questions and Answers

What is the main purpose of the Home page in Lightning Experience?

  • To manage day-to-day tasks and opportunities (correct)
  • To provide a summary of quarterly performance
  • To give users access to all apps and profiles
  • To customize the page layout for different users

    • How can you create a custom Home page in Lightning Experience?

  • Only by editing a page from the Home tab
  • Only by cloning an existing page
  • By assigning a custom page to an app and profile combination
  • By creating it from scratch, cloning it, or editing a page from the Home tab (correct)

    • What happens when you click Edit Page from the Home page in Lightning Experience?

  • The page is automatically activated and published
  • A new page is created from scratch
  • The standard Home page layout is opened for editing
  • A copy of the current page is created to edit (correct)

    • Why is it necessary to activate a Lightning page after creating it?

    <p>To make it available to users who need access to it</p> Signup and view all the answers

    What are the options for assigning a custom Home page to users in Lightning Experience?

    <p>All of the above</p> Signup and view all the answers

    What happens if you save a custom Home page but don't activate it?

    <p>Users can't access it until it's activated</p> Signup and view all the answers

    How can you roll out a custom Home page to your users in Lightning Experience?

    <p>By clicking the Activation button in the toolbar</p> Signup and view all the answers

    What is the benefit of customizing the Home page in Lightning Experience?

    <p>It allows users to manage their day more effectively</p> Signup and view all the answers

    Study Notes

    Customizing the Lightning Experience Home Page

    • Users can customize the Home page in Lightning Experience to display quarterly performance summaries, critical tasks, and opportunities.
    • Customization options include creating a page from scratch, cloning an existing page, or editing a page from the Home tab in a Lightning app.

    Creating a Custom Home Page

    • To create a custom Home page, users can start from scratch using a template, clone an existing page, or edit a page from the Home tab.
    • To edit an existing page, users can click the ellipse on the Home page, select Edit Page, and create a copy of the current page to edit.
    • If a customized page exists and is active, selecting Edit Page opens that page to edit.

    Activating and Rolling Out a Custom Home Page

    • After creating a custom Home page, users must activate it before it can be seen by others.
    • Activating a Home page provides three options: making it the default for everyone in the org, the default for an app, or assigning it to one or more app and profile combinations.
    • Assigning a custom Home page to a specific profile, such as System Administrator, allows users with that profile to access a page designed specifically for their role.
    • Activated custom Home pages can be seen by users with the assigned profile while working in the specified app.

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    Description

    Learn how to customize the Lightning Experience Home page to display quarterly performance summaries, critical tasks, and opportunities. Discover the various customization options available.

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