Lightning Experience Home Permissions and Settings
Give your users access to opportunity details and other permissions so they can get the most out of the Home page.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
For information about adding news to the Home page, see “Account Settings” in the Salesforce Help.
Today’s Events shows the next five meetings scheduled today. Today’s Tasks shows the next five tasks due today.
The performance chart and Key Deals display opportunity information about a rep’s sales team if they have an associated team. Otherwise, the chart displays opportunities owned by the rep. The performance chart isn’t compatible with custom fiscal years. If you have custom fiscal years enabled in your org, create your own reports and dashboards to display on the Home page.
To populate the performance chart, Key Deals, and the Assistant, users must have these permissions.
| Permission or Setting | Performance Chart | Key Deals | Assistant |
|---|---|---|---|
| Read access to the Opportunity object and sharing access to relevant opportunities |
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| Read access to the Opportunity object’s Amount field |
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| Read access to the Opportunity object’s Probability field |
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| “Run Reports” user permission enabled for users |
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| Closed opportunities or open opportunities with a probability over 70% during the current fiscal quarter |
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| Read access to the Lead object |
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For information about configuring action buttons in the Assistant, see “View Important Updates with the Assistant” in the Salesforce Help.
