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How do I customize a Home Page Layout?

Knowledge Article Number 000005237

How do I customize a Home Page Layout?


It is possible for System Administrators to create custom Home Page Layouts, and assign the layouts to users based on their user profile. To create and assign custom Home Page Layouts, please follow the steps below:

1. Go to:

Setup | Customize | Home | Home Page Layouts.

2. Click the "'New" button, select a layout to base the new layout from, and give the new layout a name.

3. Select the components that you would like to include, keeping in mind that Search, Recent Items, and Messages & Alerts are selected by default.

4. Click 'Next' to select the order you would like the components to appear on the page. You are able to move components up and down on the page, but not able to move components from left to right.

5. Click "Save & Assign" to assign the new layout to the desired user profiles.

6. Click "Save".

Please note: If you are selecting a Dashboard Component on your Home Page Layout, the users that are assigned the layout will need to have at least read access to a Dashboard folder in order to view the component. The first row of the Dashboard will be displayed on the Home Page.

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