Swantide

This step-by-step guide is designed to help Salesforce Administrators understand how to add a component to a Lightning App Page.  Specifically, how to add a new Pipeline report component to the Swantide Home Page Layout in Lightning Experience.

How To Add A New Component To The Home Page

Often, sales users want to see a report on their home page that highlights key details about their business. For example, a pipeline report is a commonly used visual on the home page. Below are steps for adding a new component to the Swantide Home Page Layout:

Navigate to the page layout using the above instructions

1. In the Component palette (left side), locate "Report Chart" component
2. Drag and drop the Report component onto your desired page location
   - Use the blue guide lines to align precisely
   - Resize by dragging component edges

1. Click on the newly added Report component
2. In the right-side configuration panel:
   - Select "Choose a Report"
   - Browse and select your Pipeline report
3. Set additional options:
   - Title: "Sales Pipeline Overview"
   - Adjust chart type (recommended: Horizontal Bar or Column)
   - Set height and width as needed

Set Visibility (Optional but Recommended)

1. Click component "gear" or visibility settings
2. Configure visibility by:
   - User Profile
   - User Role
   - Specific Permission Sets

1. Click "Save" in the top right
2. Choose "Activation":
   - "All Users" for organization-wide deployment
   - Specific user groups for targeted rollout

1. Navigate to the page layout using the above instructions
2. Add the Report Component
 1. In the Component palette (left side), locate "Report Chart" component
 2. Drag and drop the Report component onto your desired page location
 - Use the blue guide lines to align precisely
 - Resize by dragging component edges
3. Configure Report Component
 1. Click on the newly added Report component
 2. In the right-side configuration panel:
 - Select "Choose a Report"
 - Browse and select your Pipeline report
 3. Set additional options:
 - Title: "Sales Pipeline Overview"
 - Adjust chart type (recommended: Horizontal Bar or Column)
 - Set height and width as needed
4. Set Visibility (Optional but Recommended)
 1. Click component "gear" or visibility settings
 2. Configure visibility by:
 - User Profile
 - User Role
 - Specific Permission Sets
5. Save and Activate
 1. Click "Save" in the top right
 2. Choose "Activation":
 - "All Users" for organization-wide deployment
 - Specific user groups for targeted rollout

Additional Recommended Components To Consider

- Show recently viewed or recently created records
- Customize per user profile or role

- Embed key performance dashboards
- Limit to 1-2 critical dashboards to avoid overwhelming users

- Include open tasks or events
- Consider using the "My Tasks" component

- Use custom components for company-wide communications

1. Recent Records
 - Show recently viewed or recently created records
 - Customize per user profile or role
2. Dashboards
 - Embed key performance dashboards
 - Limit to 1-2 critical dashboards to avoid overwhelming users
3. Task Lists
 - Include open tasks or events
 - Consider using the "My Tasks" component
4. Announcements or News Feed
 - Use custom components for company-wide communications