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Home Page Customizsation - Lightning Experience
In the session last night, there was a live demo of customizing the hoem page components. But in TrailHead there's this disclaimer... "You can’t customize the layout of the Home page, add custom components, or move related lists.", with no follow up about when it will be available like I've seen for other disclaimers.
So what's the real story with customizing the home page?
So what's the real story with customizing the home page?
In the session last night, there was a live demo of customizing the hoem page components. --> yes you can customize home page components
"You can’t customize the layout of the Home page, add custom components, or move related lists." --> Not sure where you got this or in what context, but it is somewhat accurate, the layout is very rigid and can't be customized to anything you want. BUT you can definitely change it by add/removing components, ordering what components is on top/bottom, whether the component is on the side or on the page.
As a common practice, if your question is answered, please choose 1 best answer.
But you can give every answer a thumb up if that answer is helpful to you.
Thanks
I don't find a way to customize the home page components, in particular I'm interested in removing the "opportunity chart" since my organization is not using oppotunities at all! Do you have any link that can help me?
I too have the need to customize the home page in Lightning experience. None of our sales reps need to see or have any interest of reading latest news from Reuters...
Please point us in the right directions so we can start to add components that are relevant for our businesses.
I've been seeing this documents stating it can't be customized:
https://developer.salesforce.com/trailhead/en/lex_migration_whatsnew/lex_migration_whatsnew_more
As a SFDC Platform, the home page should not be catered to just Sales and it needs to be available based on the User. I understand that SFDC was original intent for Sales but it has evolved over 15+ years and therefore HOME PAGE should be customizable.
"You can’t use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. All users see the same record layout in Lightning Experience, regardless of profile or record type."
https://developer.salesforce.com/trailhead/en/lex_migration_customization/lex_migration_customization_layouts_ui
I could've sworn though that I've seen the home page customized during a deploy demo, BUT could've just been that they spend so much time focused on the Kanban view and Reporting & Dashboards new customizations that it's so "shiny object" syndrome that you forget what to ask... HA!
Select home page (lightning experience home page).
Desing your page (there are 3 different layouts and different components you can choose)
Go to setup/apps/home/Default home page - select the new home you just designed.
Here's the Update from Rajan Patel, the Product Manager of Home Experience.
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Hi all, I am Raj and the product manager for the Home experience. Thank you for the feedback.
By Summer 2016 release, you will be able to Customize the Home page by Profile. #safe harbor Our teams are busy working on this functionality currently.
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Here's the idea that you can upvote!
https://success.salesforce.com/ideaView?id=08730000000DtelAAC (https://success.salesforce.com/ideaView?id=08730000000DtelAAC" target="_blank)
Is your Org on summer '16 release yet?
This is a new feature on the summer '16 release.
- Being on the home page
- Clicking on the 'cog' (setup) icon
- Clicking 'Edit Page' (bottom option from the list)
Hope this helps.From this edit/new home page you will be able to drag and add custom components :-)
HOWEVER when a user clicks on the home tab it takes them back to the uncustomised page.
When they first login they get the customised home page so it is not a profile isssue.
When logging in it goes to this URL. If they go through and select the App they get the customised page.
lightning.force.com/one/one.app
But when they click the home button it goes to URL and displays the uncustomised page.
lightning.force.com/one/one.app#/home?t=1478506570417
Has anyone come across this and have a suggestion for me.
I have experienced the same thing as you and cannot figure out what is missing. I suspect a bug on Salesforce's side. Did you figure out a reason why this was happening? I don't see any other reports of it. What node are you on?
Regards,
Brian M.
It appears that i may have had a corrupted home page as there was multiple copies of the same home page that I was editing.
I ended up deleting all the home pages and reseting back to the default home page and then staring the customisation again.
This resolved my issue.
I am not able to see "top deals" in Lightning componenets
What to do?