The home page is the first page that you see when you log in to your CRM. In this article, you will learn how to customize your home page to help you achieve success in your day-to-day. The home page can include reports, dashboards, shortcuts, and more. You can also create custom home pages for each of your users based on user profile.
Accessing the Page Editor (Lightning App Builder)
Go to the Setup menu and select Edit Page:
Moving Components
The page layout editor allows for simple drag-and-drop functionality. For example, move your task list to the top of the page by clicking on the Today's Tasks component and dragging it to the desired location at the top, then clicking Save.
Removing Components
To remove a component from the layout, simply click the small blue trash icon at the top right of the component.
Adding Components
There is a list of available components on the left side of the editor. To add a component - such as a report or list view - select the component and drag it to the intended location.
To add a dashboard to the home page, follow the steps in this help article!
Creating a New Home Page
Would you rather start from scratch? Instead of using the page editor, go to Setup, search App Builder in the Quick Find search box, then select Lightning App Builder. Click New to begin designing your home page!
*Tip: You may want to clone the REthink CRE Home Page and edit from anew, just in case you feel like coming back to the original.
Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about customizing your home page.