How To Customize Salesforce Home Page
- Log In to Salesforce: Access your Salesforce account.
- Go to Setup: Click on the gear icon in the top right corner.
- Search for Home Page Layouts: Type "Home Page Layouts" in the Quick Find box.
- Select a Layout: Choose the layout you want to customize.
- Edit the Layout: Click on the "Edit" button next to the selected layout.
- Add Components: Drag and drop components like reports, tasks, or dashboards.
- Rearrange Components: Move components to your desired position on the page.
- Save Changes: Click the "Save" button to apply your customizations.
- Preview the Home Page: Check how the new layout looks for users.
- Assign the Layout: Make sure the layout is assigned to the right profiles.
