In the module https://trailhead.salesforce.com/content/learn/projects/prepare-your-salesforce-org-for-users/customize-the-home-page, it says: "The home page is what your users see first after logging in. This page can be customized to highlight information specific to the user. Easy access to pertinent information = increased efficiency. We customize the home page through the use of the Lightning App Builder. "
The module goes on to only review setting the user's home page by App and Profile, but not just to the specific user. This seems odd if Salesforce is moving away from being profile-centric. In my following example, it would mean I'd have to create either a unique App or unique profile for the user. In the nonprofit I work at, there is often a Manager and an employee in one department. The manager needs to see high-level and big picture items and the employee needs to access records and tools used for data entry and communication. They clearly need different home page views, yet they have the same default app and profile for their area of work. Ultimately my question is, is it just False that I can create a home page specific to one user? The language is misleading. Thank you! Alison
To set up a Home Page specific to ONE user in Salesforce, you can use the concept of Audience Targeting in the Lightning App Builder. Salesforce does allow creating user-specific home pages, but it requires configuring Lightning Pages with Custom Audiences.
Here's the solution step-by-step:
Solution:
- Create the Home Page:
- Navigate to Setup → Lightning App Builder.
- Click New → Select Home Page.
- Customize the page with the components and layout required for the specific user.
- Activate the Home Page for a Specific User:
- In the Lightning App Builder, click on Activation.
- Under Assign This Home Page To Specific Users, select App and Profile or click on Advanced for Audience Targeting.
- Create a Custom Audience for a Specific User:
- In the Activation settings, select Create New Audience.
- Define an audience with criteria specific to the user:
- Select the User field.
- Set the criteria to match the specific user's Name or Username.
- Save the audience.
- Assign the Home Page to the Custom Audience:
- In the activation settings, assign the customized Home Page to the audience you just created.
- Test the Setup:
- Log in as the specific user or ask them to log in to confirm that the Home Page is displayed correctly.
Refer the below video too.
https://www.youtube.com/watch?v=vpatvX-_pEYThanks,
A. Gobinath
- Create the Home Page:
I am glad to that and have a great weekend. If you have any question, feel free to ask me.
Thanks
A. Gobinath
