How do I add a link to my homepage in Salesforce?

How do I add a link to my homepage in Salesforce?

How to Add Custom Sidebar links in Salesforce Classic

1. Click {YourName} Setup > App Setup > Customize > Home > Home Page Components.
2. Under Standard Components click Edit next to Custom Links.
3. In the Bookmark field enter the label you would like to appear as the custom link.

How do I add custom links to my homepage lightning?

Make custom links on the object’s home page open in a new window

1. Browse to: Setup | Customize | Home | Home Page Components.
2. Under ‘Custom Components’, click New.
3. Name your component that is easily identifiable such as “Links”.
4. Set the component Type as ‘Links’, click Next.

Can I customize the home page in Salesforce?

Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you’d like to model the new one from. Give the new layout a name. Select the components you’d like to include. Click Save & Assign to assign the new layout to the desired User profiles.

How do I customize quick links in Salesforce?

Setup:

1. From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page.
2. In the left-hand Search panel, look for Related Quick Links.
3. Drag the Related Quick Links to the section of the page that you want it to display.

How do I add a quick link in Salesforce lightning?

To Add Related List Quick Links to the Page Layout:

1. On the right hand of the screen, under Lightning Components, find Related List Quick Links.
2. Click and drag the component to the Page Layout screen. It can be placed in the Side Bar or in the heading.

How do I add a link to a tab in Salesforce?

On the right side you will see a drop down menu that has different elements to add to your page. Drop this down to ‘account custom links’. Drag and drop the custom link to the area of the page that you would like to see it displayed. Save your changes.

How do I change my Home page in Salesforce?

In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page. To restore the standard Home page, select System Default.

Can users customize their Home page in Salesforce lightning?

You can create a custom Home page in a few different ways: Create it from scratch using a template, clone it from another custom Home page, or edit a page from the Home tab in a Lightning app. Beyond the Basics: When you select Edit Page for the first time, Salesforce makes a copy of the standard page.

How do I create a custom page in Salesforce?

From your personal settings, enter Customize My in the Quick Find box, then select Customize My Pages. No results? Enter Display in the Quick Find box, then select Change My Display. For your Home tab, select the dashboard snapshot to display on the Home tab.

How do I create a custom related list in Salesforce lightning?

Add, Remove, or Edit Related Lists

1. Click. , then click Setup.
2. From Setup, click the Object Manager tab.
3. Click an object, for example, Course.
4. Click Page Layouts.
5. Click an page layout, for example, HEDA Course Layout.
6. Modify the related lists. To add a related list, in the palette, click Related Lists.
7. Click Save.

How do I add a custom link to a page layout in Salesforce?

Adding Default Custom Links

1. From the management settings for the appropriate object, go to Buttons, Links, and Actions or to Buttons and Links.
2. Click Default Custom Links.
3. Next to a sample link you want to add, click Add Now!.
4. Change the default data for the link, as necessary.
5. Choose Save.

How do I create custom links in Salesforce side navigation?

The side navigation Custom Links area can be handy for creating links to your most used Salesforce reports or websites staff frequent. To add items to the Custom Links area in the side navigation: Click {YourName} Setup > App Setup > Customize > Home > Home Page Components Under Standard Components click Edit next to Custom Links.

What are buttons and links in Salesforce lightning experience?

In Lightning Experience, custom buttons and links live on your page layouts and appear in different areas of a Lightning page. There are three primary types of custom buttons and links that you can create. List button—Appears on a related list on an object record page.

How do I include Salesforce fields in a custom url?

Custom links can include Salesforce fields as tokens within the URL. For example, you can include an account name in a URL that searches Yahoo: {!Account_Name}.

How do I add custom links to the home page layout?

Click Edit next to the Home Page Layout for your Salesforce instance (NonProfitEdition if using the Nonprofit Starter Pack). Make sure the check box next to Custom Links is checked and click Next. Verify that Custom Links appears in the Narrow (Left) column box.