Do i need the salesforce assistant on my home page


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How do I customize Salesforce home pages for users?

With Summer ‘16, you can customize Salesforce home pages for your users by using the Lightning App Builder. With Summer ‘16, we have the power as Salesforce Admins to build different home pages featuring charts, lists, recent items, tasks, rich text – any number of components – and assign different home pages for each user profile.

How do I create a support page in Salesforce Lightning app?

From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder. Click New. Select Home Page, then Next. Assign the label Support Home Page, then click Next. Click the Standard Home Page template. Click Finish. Display the five most recent cases.

How do I change the default settings for Salesforce scheduler Setup Assistant?

Under Tab Settings, for Salesforce Scheduler Setup Assistant, select Default On, and then save the changes. Here’s what you see on the Salesforce Scheduler Setup Assistant tab.

What do you get with Salesforce essentials?

With Salesforce Essentials, you get: Always on Support: In times like these, nobody is on a normal schedule, including your customers. You can create a 24/7 help center — so your customers are never in the dark. We’re here to help you help every customer, no matter what.


What is Salesforce assistant on the Home page?

1. Home Page Reminders. Assistant – This sales assistant displays up to 10 leads and opportunities that the current user needs to follow up on, based on specific dates and activities (or lack thereof) on them. For a complete list of which records show up on the Assistant pane, click here.

How do I customize my Salesforce Home page?

Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you’d like to model the new one from. Give the new layout a name. Select the components you’d like to include. Click Next to select the order you would like the components to appear on the page.

Can users customize the Home page in Salesforce?

You can edit the existing homepage by navigating to the Home tab, clicking the gear icon and selecting Edit Page. You can also create new ones from the Lighting App Builder by going to Setup > User Interface > Lightning App Builder.

How do I change the dashboard on my Salesforce homepage?

Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the “Dashboard” section of the Home tab.Select a dashboard to be the Home Page default.Click Save.

What is the difference between app page and home page in Salesforce?

The Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn’t actually have to be included in all Apps, (so the definition is blurry). An App Page is just a single, static page, (lacking a record detail) that you can customize and put anywhere.

How many dashboards can be displayed in the home page at once?

3The limit is 20 components per dashboard, but when you try to display them on home page you can show 3 only. A dashboard filter can have up to 50 values.

How do I customize my dashboard in Salesforce?

Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.

How do I add lightning components to my home page?

Navigate to Setup > Platform Tools > User Interface > Lightning App Builder. On the Lightning Pages section, click New. Select App Page, Home page, or Record page, where you want to add the component. In the Label field, enter the name of the lightning page and click Next.


The Lightning app builder is a point-and-click tool that’s easy to create a custom home page, record page and an app page for the Salesforce Lightning Experience and mobile app.

Lightning Components

A Lightning component is a smaller and reusable application which can be used in Lightning pages in the Lightning App Builder. There are three types of Lightning components available to make up your Lightning app:

Tutorial: Build a custom default Home page in Salesforce Lightning Experience

1. Click on the Setup gear icon at the top right of the main Home page


That’s it. You are done. Very quick and very easy. Your brand-new Lightning app home page is ready and activated. You can easily build out-of-the-box Lightning app according to your users’ requirements with standard and custom components.

Introducing Home

As a sales rep, you’re busy. You’ve got prospects to nurture, contacts to engage, and deals to close. Depending on your sales process, you might spend your day making calls, visiting customers, generating quotes, negotiating deals, and chasing down signatures.

Get to Know Home

When you first log in, you’ll likely land on Home. You can also navigate to Home by clicking on the Home tab on the navigation bar at the top.

Your Performance, Your Way

You’ve just logged in to Salesforce and landed on Home. The first thing you’ll probably see is your Performance Chart, which shows your quarterly performance goal, and how you’re performing to target. As you can see, you’re completely crushing it, and you’ve already exceeded your target. Well done!

Enter the Assistant

The Assistant is a smart list of things to do today, featuring new leads and opportunities that need your attention. Looking at your to-do list, you see that you’ve been assigned a new lead, and you also have an overdue task related to one of your opportunities.

News: A Call to Action

As a sales rep, staying in touch with customers and prospects is a critical part of how you close business. But when you make contact, you need to come from a place of information. That means knowing about whom you’re calling and what’s top of mind for them.

Start Your Day Right with Home

Home is your launching point for starting your day. When you’re ready to dive in on any record, just click on your recent items, top opportunities, or any record on the assistant. Taking action from Home is just a click away.

How can Salesforce Essentials help me in the current situation?

More than ever, small businesses need the tools to connect with their customers. With Salesforce Essentials, you get:

Do any third-party apps work with Essentials?

All the apps listed on this AppExchange small business collection page work seamlessly with Essentials.

Are there any additional resources for me, as a small business owner?

We have additional content and workshop resources to help you through this difficult time.

How do I use leads, opportunities, accounts, and contacts?

We understand these terms can be confusing and overwhelming, especially if you’ve never used them before. That’s why we put this video together to help you understand what they are and why they’re important for your business.

How do I add my data?

First, you need to make sure your data is stored in a CSV file. Then, you can use the Import Wizard (step #4 on the Setup Assistant on the home screen) to add your data.

How do I successfully import my leads?

Use the Import Wizard (step #4 on the Setup Assistant on the home screen) in Essentials to import leads.

How do I remove the trial data in my account?

Choose step #7 on the Setup Assistant on the home screen to remove all trial data.

How do I build a custom home page?

To build a custom home page, you need to use the Lightning App Builder. This means you need to be using the Lightning Experience. For more information on how to migrate to Lightning, check out the Migrate to Lightning trail.

Easy peasy, right?

These are just a few examples of what you can do with custom Home pages, but there are so many more possibilities. When planning custom homepages for your users, remember to think about these three questions:

How to assign a profile to a sales app?

Click App and Profile, then click Assign to Apps and Profiles. Select the Sales app, then click Next. Scroll down the list of profiles and select System Administrator, then click Next . Review the assignment, and then click Save. That’s it. Now all users with the System Administrator profile see your New Home Page while working in the Sales app. …

What does it mean when you edit a page in Salesforce?

Pages created like this—as copies—retain a reference to the standard page, which means that Salesforce can upgrade the page copies for you with new capabilities in the future. If you create a page from scratch, then you own it completely and new page capabilities Salesforce rolls out don’t appear automatically.

How to make a custom home page?

You can create a custom Home page in a few different ways: Create it from scratch using a template, clone it from another custom Home page, or edit a page from the Home tab in a Lightning app. To edit an existing page, you can click from the Home page, and then select Edit Page to create a copy of the current page to edit.

Can you save a Lightning page?

Yes, there is. Saving the page isn’t enough to get it out to your users. Lightning pages must be activated before your users can see them. Normally, if you aren’t done with your page, or aren’t ready to make it public, you can click Not Yet here to save the page and return to the App Builder. But that’s not us.

Can you customize your Lightning Experience?

Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities. You can also customize the page for different types …

Can you make a home page the default?

When activating a Home page, you have three different options: You can make your page the default for everyone in the org, the default for an app, or assign it to one or more app and profile combinations , giving your users access to a page designed just for their role.


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