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Customize Features for Your Teams

Learning Objectives

After completing this unit, you’ll be able to:
  • Create a custom Home page using Lightning App Builder.
  • Create a custom list view.
  • Change layouts on Lightning Experience record detail pages using compact layouts and page layouts.

Customize Sales Features

The easiest way to customize Salesforce is by changing what’s visible on each page. For example, remove the dashboards your teams don’t need, or add features that your teams can find useful.

Let’s see how Maria Jimenez, the Salesforce admin for Ursa Major, optimized pages for her team. Ursa Major does great business supplying solar components and systems.

Logo for Ursa Major Solar, Inc.

But Maria can’t allocate all of her time as the Salesforce admin.

She recently worked with stakeholders throughout Ursa Major to plan customizations for the company’s sales team. Her reps asked that she make a few changes to home and leads. Maria knows it’s a snap to adjust those pages with the Lightning App Builder.

Your Friend, the Lightning App Builder

Customize Salesforce pages with our point-and-click tool, the Lightning App Builder. With it, you add or delete components and move them around on the page using drag-and-drop. It’s super easy. Try it out, and then you can customize pages for your sales reps, sales managers, or other groups.

The Lightning App Builder supports standard, custom, and third-party components.
Component This kind of Lightning component
Standard Comes standard in Salesforce.
Custom Is something that you or another buddy at your company creates. With some modifications, custom Lightning components can work in the Lightning App Builder.
Third-party Is something you can grab from the Salesforce marketplace, AppExchange. In it, find packages containing components already configured and ready to use in the Lightning App Builder.
In this module, we focus on standard components. But the process is all the same for custom and third-party components. When you’re done here, dive into the Lightning App Builder module.

Home Is Where the Heart Is

Or rather, Home is where Maria plans to win her reps’ hearts after she gives them an overview of their scheduled events. Maria can also give them news about their accounts and quick access to their deals.

The default Home page.

In Salesforce, profiles determine what your reps can do. Out of the box, you get several standard profiles, such as System Administrator (that’s Maria) and Standard User (most other users). If you want to group users by job function, you can set up more. Maria, though, is sticking with the Standard User profile. With the Lightning App Builder, she changes what the sales reps with the Standard User profile see on Home after they log in to Salesforce.

Maria’s replacing the default Home page with a custom one that contains only what her reps say that they need most.
  • The latest news about their accounts
  • Their task list
  • Scheduled events
  • Quick access to records they’ve worked with recently
She can decide to add more later, but she’s going to start with these four things.

Create a New Home Page

Maria determined that the Performance graph isn’t the first thing her reps want to see every day, so she’s taking it off Home. Here’s how.
  1. From Setup in Lightning Experience, enter App Builder in the Quick Find box, then select Lightning App Builder.
  2. To create a Lightning page, click New.
  3. Select Home Page, then click Next.
  4. Name your new Lightning page Customized Standard User Home Page, then click Next.
  5. Select the Standard Home Page template.
  6. Click Finish.

Add Standard Components

Maria made a mockup showing where to put these four components so they’re visible at a glance.

Here’s how Maria sets up the new Home page.
  1. From Setup in Lightning Experience, enter App Builder in the Quick Find box, then select Lightning App Builder.
  2. Click Edit next to Customized Standard User Home Page.
  3. Click the standard Key Deals component in the Lightning Components pane.
  4. Drag Key Deals to the top left rectangle in the Lightning Page Canvas area.

    Add the Top Deals Component

  5. Click the standard Recent Items component in the Lightning Components pane.
  6. Drag Recent Items to the top right rectangle.
  7. Click the Recent Items component to select it.
  8. In the Properties Pane to the right, click Select. Then, drag the objects Account, Lead, and Opportunity from Available to Selected. Click OK.

    Add Account, Lead, and Opportunity to the Selected objects.

  9. In the Properties Pane, enter a number in Number of Records to Display. Maria decided to start with 6. She can change the number later.

    Customize Number of Records to Display.

  10. Click the standard Today’s Tasks component in the Lightning Components pane.
  11. Drag Today’s Tasks to the left rectangle under Key Deals.
  12. Click the standard Today’s Events component in the Lightning Components pane.
  13. Drag Today’s Events to the right rectangle next to Today’s Tasks.

    The final layout of Maria's Home page.

  14. Click Save.
  15. Click Activate.
  16. Select Set this page as the default Home page, then click Next.
  17. Click Activate.
You can see your new custom Home page when you click the Home tab.

The custom Home page as it appears when the Home tab is clicked.

More Ways to Customize Pages

The Lightning App Builder is just one of the tools you can use to customize pages. Now that Maria streamlined her reps’ Home page, she plans to optimize other pages her reps use to find and view records.

Each Salesforce object has its own home page that your reps see when they click the object’s tab. For example, when you click Opportunities, you land on the home page for opportunities. Or click Accounts and you land on the home page for accounts. Get the picture? Object home pages show lists of records for that object. And then when your reps select a record, they see that record’s detail page.

You’re free to customize home and detail pages. Or go crazy and make new pages using the Lightning App Builder.

Maria decided that she doesn’t need new pages. Instead, she wants to tweak what’s on the pages already available.

Create a Custom List View

Maria’s reps want to quickly view accounts of certain types. She wants to help her reps by setting up a custom list view for each area.

She starts by getting herself a hot cup of coffee from the pot in the kitchen. Then she sits down at her desk to figure out custom list views.

Full cup of coffee

Here’s how she creates a list view.
  1. Click Leads.
  2. Click List View Controls (2).

    List View Controls

  3. Select New (3).
  4. Name the list This Week’s Leads. (Let Salesforce suggest a value for the List API Name.)
  5. Select All users can see this list view. Then, click Save.

    New List View Named This Week's Leads

  6. In the filter panel, select Filter by Owner, and then All Leads. Click Done.

    Show All Leads

  7. Click Add Filter. Select the field Created Date. Select the operator equals. Then, enter the value THIS WEEK.

    New List View to Show This Week's Leads

  8. Click Done.
BOOM! Creating custom list views is so quick, Maria created five more for leads before her coffee got cold.

Half cup of coffee

Maria uses page layouts to change where certain items appear in her record detail pages. She also uses compact layouts to change which key fields appear in the record’s header. Can she get it all done before she finishes her coffee?

Customize a Record Detail Page Header

Because leads are where most of Ursa Major’s customers come from, Maria’s working on the Lead object first.

The default header for Lead.

  1. In Setup, click Object Manager.
  2. Click Lead.
  3. Click Compact Layouts, then click New.
  4. Enter a name in the Label field.
  5. Select these fields from Available Fields and click the right arrow to move them to Selected Fields.
    • Name
    • Title
    • Company
    • Rating
    • Lead Status
    • Lead Owner
  6. With the up and down arrows, change the order of the fields based on your preferences. We recommend that you move Name to the top. That way, the name of the record appears at the top of the page.

    Set up a new compact layout.

  7. Click Save.
  8. Click Compact Layout Assignment, then click Edit Assignment.
  9. Select your new compact layout.

    Assign the compact layout to the object.

  10. Click Save.

Now the header for Leads contains the information Maria’s sales reps want to see first.

The header layout for Lead after Maria's done.

Customize a Record Detail Page Layout

Compact layouts change the information that appears at the top of pages in Lightning Experience and in the Salesforce app. To add, remove, or move information fields below the header, Maria edits the page layout for leads.

Five of the fields Maria added to the header when she changed the compact layout now appear twice on the Lead detail page. Some of the duplicate fields can’t be removed form the page. That’s because they’re required fields, or because removing them would make it difficult for her reps to edit the fields. She can choose to move them to a different part of the page, such as below fields that don’t appear in the header.

For now, Maria is going to remove one field that isn’t needed on the page layout. She’s also going to add a field that shows her reps whether their leads have opted out of receiving email.

Here’s how.
  1. In Setup, clickObject Manager.
  2. Click Lead.
  3. To adjust the default layout for leads, click Page Layouts and click Lead Layout.
  4. Scroll down to the Lead Detail section.
  5. Click the Lead Owner field and drag it to the palette.
    Note

    Note

    Maria can’t remove the Company and Lead Status fields from the layout because they are required fields. She can remove the Title and Rating fields, but those fields can’t be edited from the header.

    Drag the Lead Owner field into the layout.

  6. Click the No. of Employees field and drag it below the Annual Revenue field.
  7. In the palette, click the Email Opt Out field and drag it below the Email field.

    Drag the Email Opt Out field into the layout.

  8. Click Save.
In just a few clicks, Maria changed how the lead information her reps see appears in Salesforce. Now her reps can track and find the information they need the most, and easily find out whether their leads have opted out of receiving email. And Maria did it all before she even finished that coffee!

Near-empty cup of coffee

Later in the afternoon, Maria’s going to get in a few more changes for leads. For example, Maria plans to add a picklist that lets her reps note whether their leads prefer to be contacted on the landline or mobile number. To do that, she creates a custom field, and then adds it to the page layout the same way that she added the Email Opt Out field.

We’re not covering custom fields in this module, but whenever you’re ready, learn about creating custom fields. By the end of the day, the Lead object is going to be ready to roll. That’s why everyone at Ursa Major calls Maria their Rock Star Admin.

Resources

Use these resources to learn more about Lightning App Builder.
Lightning bolt icon used to indicate that the content is for Lightning Experience

Remember, this module is meant for Lightning Experience. When you launch your hands-on org, switch to Lightning Experience to complete this challenge.

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