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Work with Customizable Mobile Home Page Components
Add a component card to your home page. Each component can be added only once.
Required Editions
| Setup for the Salesforce mobile app available in: both Salesforce Classic and Lightning Experience |
| Setup available in Salesforce Classic in: all editions except Database.com |
| Setup available in Lightning Experience in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create configurations: | Customize Application |
Available Components
You can add these cards to your home page:
- Favorites — Displays records and list views that users have marked as favorites. No customization options available.
- Generic List — Displays a customizable list view for any standard or custom object. Configure the card label, select the object type, and choose which list view to display. Use this card to show lists that aren't covered by other card types.
- My Calendar — Shows upcoming calendar events. Configure which calendars to display and the default time range.
- Pinned List — Displays a specific list view that you choose for all users. Select the object and list view in the property pane. Use this when all users should see the same list.
- Pinned Reports — Shows reports that users have pinned. No customization options available.
- Recent Records and Lists — Displays recently accessed records and list views. No customization options available.
- Salesforce Events — Shows Salesforce event records. Configure the default view and number of events to display.
- Tasks — Displays user tasks with filters for due today, overdue, or all tasks. Configure the default filter and maximum number of tasks to show.
- Add or Delete a Component
Add cards to customize your mobile home page layout. - Reorder a Component
Change the order of cards on your mobile home page. - Publish a Configuration for Customizable Mobile Home Page
Give users access to your customized home page in the Salesforce Mobile App.
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