Podcast
Questions and Answers
What is the main purpose of the Home page in Lightning Experience?
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?
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?
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?
Why is it necessary to activate a Lightning page after creating it?
What are the options for assigning a custom Home page to users in Lightning Experience?
What are the options for assigning a custom Home page to users in Lightning Experience?
What happens if you save a custom Home page but don't activate it?
What happens if you save a custom Home page but don't activate it?
How can you roll out a custom Home page to your users in Lightning Experience?
How can you roll out a custom Home page to your users in Lightning Experience?
What is the benefit of customizing the Home page in Lightning Experience?
What is the benefit of customizing the Home page in Lightning Experience?
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.
