In this lesson, we start out in Salesforce Classic, because Home Page Layouts are not available to customize via the Setup Menu in Lightning Experience.
To customize a Home Page Layout in Salesforce Classic:
1. Go to Setup > Customize > Home > Home Page Layouts.
2. Click the New button.
3. Select a layout to base the new layout from.
4. Enter a Name for the new layout.
5. Select the Components that you would like to include on the Home Page Layout.
6. Click Next to select the order you would like the components to appear on the page. You are able to move components up and down on the page, but are not able to move components from one column to the other.
7. Click Save & Assign to assign the new layout to the desired User profiles.
8. Click Save.
Resources:
Customize a Home Page Layout - Knowledge Article 000325725 - https://help.salesforce.com/articleView?id=000325725&type=1&mode=1
Here's a new feature on Lightning that may appear on your exam - Themes and Branding. Learn how to customize the appearance of Salesforce Lightning in your org.
In this lesson, we create a new user account.
To create a user account for our fictional co-worker, John Doe:
1. Click Setup to display the Setup menu.
2. Search for Users in the Setup search field on the left.
3. Locate and click on the Users link located under the Manage Users section of th...
In this lesson, we create multiple users and assign licenses to them.
Resource:
Standard User License Types - https://help.salesforce.com/articleView?id=users_license_types_available.htm&type=5
10 Comments