Introduction
The Home Page is often the first thing users see when they log into Salesforce, making it a critical touchpoint for user experience and productivity. With your Swantide subscription, you have access to our prebuilt home page called "Swantide Home Page Layout". While our home page provides you with the foundation for what users see when they log into Salesforce, it's common to want to add components that are critical to your business. Understanding how to effectively customize and manage the Home Page can significantly improve user adoption and efficiency.
How To Modify Your Home Page
Scenario 1: Editing the Swantide Home Page via Setup and Lightning App Builder
Step-by-Step Navigation
Access Setup
Click on the gear icon (Setup) in the top-right corner of your Salesforce interface
Select 'Setup' from the dropdown menu
Locate Lightning App Builder
In the Quick Find box, type "Lightning App Builder"
Click on "Lightning App Builder" under the "App Setup" section
Find the Home Page
Scroll through or search for "Swantide Home Page Layout" in the list of pages
Open Page for Editing
Click on the dropdown menu next to the Home Page
Select "Edit Page"
Scenario 2: Quick Edit from the Home Page Itself
Direct Editing Method
Navigate to Home Page
Click on the "Home" tab in your Salesforce navigation
Activate Edit Mode
Look for the "Edit Page" option
This is typically found in the upper-right corner of the page
Click "Edit Page" to enter the Lightning App Builder
Make Desired Changes
Drag and drop components
Resize and rearrange existing components
Add new components from the left-side palette
Pro Tips
Always work in a sandbox or developer org first when making significant changes
Take a screenshot of the current page layout before making modifications as a reference point
Best Practices & Recommendations For Home Page Modification
Visibility and Personalization
Setting Component Visibility
Use component visibility settings to show/hide based on:
User Profile
User Role
Custom Permissions
Record Type
Performance Considerations
Limit the total number of components (recommended: 5-7)
Prioritize components that provide immediate value
Avoid heavy dashboard or report components that slow page load
Advanced Configuration
Responsive Design Tips
Test page layout on different devices
Use the mobile preview in Lightning App Builder
Ensure critical information is accessible on smaller screens
Tracking and Iteration
Use Salesforce analytics to understand component usage
Conduct periodic user surveys about Home Page effectiveness
Be prepared to iterate and refine your design
Common Pitfalls to Avoid
Overcrowding the Home Page
Using non-responsive components
Failing to personalize based on user roles
Ignoring performance impact of multiple components
Conclusion
Effective Home Page management is an ongoing process of understanding user needs, organizational goals, and leveraging Salesforce's flexible configuration options. Regular review and refinement will help maintain a productive and engaging user experience.