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Feature Degradation | Agentforce Voice Read More
Extend Salesforce with Clicks, Not Code
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          Home Page Components Tips and Considerations

          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.

          Required Editions

          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.
            Note
            Note Standard Messages & Alerts home page components don’t support JavaScript, CSS, iframes, and some other advanced markup.
          • 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.
          • The standard Custom Links home page component is a quick way to add links to the sidebar, but it doesn’t support merge fields, functions (such as URLFOR), executing JavaScript, or customizable window opening properties. If you need this additional functionality, you can:
            • Create your home page custom links from the Customize | Home | Custom Links node in Setup.
            • Create a custom home page component of type Links on the Customize | Home | Home Page Components page in Setup 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.
          • You can add up to 20 components to a home page layout.
          • Due to third-party cookie restrictions in modern web browsers, Visualforce Area home page components don't render properly in Salesforce Classic when third-party cookies are disabled. See Visualforce Limitations in Salesforce Classic When Third-Party Cookies are Blocked.
           
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