How to create a Custom Home Page in Salesforce Lightning

In this Salesforce tutorial, we will learn How to create a Custom Home Page in Salesforce Lightning.

As we know, the home page is the first tab where userland after logging into the Salesforce account, where the user gets access to the functions to manage his tasks.

Home Page in Salesforce Lightning

Home Page in Salesforce are customizable and contains sections and components that display relevant data, report, dashboards, and other tools. From the Home Page user can easily access the most frequently used features. Salesforce offers a list of standard components that can be used to add customization to the Home Page.

There are two ways to create a home page in Salesforce Lightning.

• Create a Custom Home Page in Salesforce Lightning App Builder.
• Create a Custom Page through a Lightning application.

How to create a Custom Home Page in Salesforce Lightning App Builder

To create a Custom Home Page in Salesforce Lightning using App Builder, first, log in to your Salesforce account and follow the below steps.

Step:1- On the Setup page of Salesforce Lightning, in the Quick Find bar search Lightning app builder, and then below User Interface, we will click on Lightning App Builder.

Step:2- On clicking Lightning App Builder, a new window of SETUP Lightning App Builder will open. To create a Custom Home Page, click on the New button as shown in the below picture.

Step:3- In this window Create a new Lightning page, there will be options like App Page, Home Page, Record Page, and Embedded Service Page. We are creating a Home Page so we will select Home Page and click on Next.

Step:4- In this Step, In the label tag we will write the name of the Home Page we are going to create. In this case, we have named it Custom Home Page. After naming it click on Next.

Step:5- In this Step, we have to choose the design layout for the Custom Home Page. There will be two options for the page design, one is Choose Page Template and the other is Clone Salesforce Default Page.

1. Choose Page Template: In this option, we have to choose the template format for the Home Page. You can choose any of the three-template formats according to your requirements.

2. Clone Salesforce Default Page: If we select this option, we will get a clone of the Salesforce Default Home Page as our Custom Home Page.

We will select the Choose Page Template option so that we can customize it from scratch. After choosing the template format click on the Finish button.

Step:6 – Now as we click on the Finish button, Custom Home Page will open in the Lightning App Builder editor. Here we will customize the Custom Home Page.

Step:7- Now we will add components to the template of the Custom Home Page. On the left-hand side of the window, we can see a list of Standard components as shown in the below picture. We will simply drag them to the template region and drop them there.

Step:8- After adding components to the template regions, click on the Save button to save the created Custom Home Page.

Now, we have successfully created a Custom Home Page in Salesforce Lightning.

Step:9- To check whether Home Page is created or not, go back to the Lightning App Builder. Here you will see in the list of Lightning Pages, the newly created Custom Home Page is there in the list.

With this, we have learned the procedure of creating a home page through a Salesforce Lightning App Builder. Now, let’s proceed and discuss the steps for creating a Home Page through a Salesforce Lightning Application.

Read How to activate Custom Home page in Salesforce Lightning

How to Create a Home Page through a Salesforce Lightning Application

To create a Custom Home page, first log in to the Salesforce account and follow the below steps.

Step:1- On the Home Screen of Salesforce Lightning, search for app manager in a Quick Find tab, and there below the User Interface click on App Manager as shown in the below picture.

Step:2- As we click on App Manager, on the next window we will see a list of Lightning Apps. In this case, we will choose the Sales Tech App to create the Home page. On the right side of the app name there will be a drop-down button, click on that button and then click on Edit.

Step:3- In the next window App Settings, there will be a Pages tab, click on that tab and it will open a drop-down menu. In that drop-down menu click on New Page.

Step:4- Now in the Create a new Lightning page tab, there will be options to create App Page, Home Page, and Record Page. We are creating a Home Page, so we will choose Home Page and click on Next.

Step:5- In this step, we will write the home page name in the field under the Label tag. In this case, I’m writing Client Support Home Page, you can choose any name according to your requirements.

Step:6- In this Step, we have to choose the design layout for the Custom Home Page. There will be two options for the page design, one is Choose Page Template and the other is Clone Salesforce Default Page.

1. CHOOSE PAGE TEMPLATE: In this tab, we have to choose the template format for the Home Page. You can choose any of the three-template formats according to your requirements. We will select Header and Three Regions and click on Next.

2. CLONE SALESFORCE DEFAULT PAGE: If we will choose this option, we will clone the default Salesforce Lightning Home Page as our Custom Home Page.

In this case, we will choose the first option, so that we can customize the Home Page from scratch.

Step:7- As we click on Finish, the Home page will open in the editing window of Lightning app builder. Here we can see in the tab Sales tech App – Client Support Home Page, the template format is there and on the left-hand side, there are Standard Components, which we will use to populate the template regions.

Step:8- Now we will add standard components to the Custom Home Page. To add the components, we will simply drag and drop them to the template region of the Home Page, and after adding components, click on the Save button.

Now, we have successfully created a Custom Home Page through the application. If you want to make this custom page visible for users, in that case, you have to do the activation of this page.

Step:9- Now we will check if the home page is created or not. For that, Go to the lightning app builder there below the heading Lightning Pages, newly created home page Customer Support Home Page will be there as shown in the below picture.

With this, we have learned the procedure of creating a home page through a Salesforce Lightning App.

Conclusion

In this Salesforce tutorial, we have learned to create a Custom Home Page in Salesforce Lightning. We have discussed the two ways to create a custom home page in Salesforce. One from Lightning App builder in Salesforce and the second way through Salesforce Lightning Application.

We also discussed the properties and features of the Home Page in Salesforce Lightning and after creating the Custom Home page, we also viewed the pages in Lightning App Builder.

You may also like to read the following articles:

• How to add standard component in app page in salesforce lightning
• How to Create a Custom App Page in Salesforce Lightning