Home Page Components Tips and Considerations | Salesforce
Home Page Components Tips and Considerations
Keep these considerations in mind when creating custom components that you want displayed on the Salesforce Classic Home tab.
Available in: Salesforce Classic
Available in: All Editions
Standard components without an Edit link are read only.
The components that you select for the narrow column display in the sidebar. They don’t display in the sidebar on other pages within Salesforce unless you specify that in your user interface settings. If you only want certain users to view sidebar components on all pages, grant those users the “Show Custom Sidebar On All Pages” permission.
When editing the standard Messages & Alerts component, enter the text that you want to display to users. If entering HTML code for your message, make sure that it’s self-contained, well-formed HTML.
When editing the standard Custom Links home page component, enter the link text to display to users in the Bookmark field. In the URL field, enter the complete website address, such as http://www.yahoo.com. To link to a Salesforce page, enter only the part of the URL after salesforce.com, for example, /00Ox0000000esq4. These links always open within the main Salesforce window, not in a popup window.
From Setup, enter Home in the Quick Find box, then select Custom Links, and then create your home page custom links on that page.
From Setup, enter Home in the Quick Find box, then select Home Page Components, and then create a custom home page component of type Links on that page that includes the custom links that you created in the first step. Creating a custom home page component for your links doesn’t change the visual styling for your end users.
The Dashboard Snapshot component displays the top three components of the last dashboard the user accessed. Users can view a dashboard snapshot on their Home tab if they have access to at least one dashboard.
When designing home page layouts for your Customer Portal, we recommend adding the following components: Search, Solution Search, Recent Items, Customer Portal Welcome, and a custom HTML Area component that includes your corporate branding in the wide column.