The end-to-end loop from designing to assigning a new Home Page takes about 30 minutes. The art is in component selection, not the technical steps.
- Open Lightning App Builder
Setup, Home Pages, click New. Choose a layout template (one-column, two-column, three-column).
- Drag standard components onto the page
Pick four to six components that match the target audience. Today''s Tasks, Performance, Top Deals are the typical core for sales reps.
- Add custom LWCs if needed
Drop any custom Lightning Web Components that match the page target. Configure component properties from the inspector pane.
- Activate and assign
Click Activation, choose the assignment scope: org default, app default, or app + profile. Save the assignment.
- Test as the target user
Log in as a user matching the assignment criteria, navigate to the Home tab, verify the new page renders.
- Iterate based on user feedback
Adoption signals (do users start clicking through to records from the Home tab) tell you whether the design works. Adjust components based on what gets ignored.
One-column, two-column, three-column, or a custom region template.
Standard or custom LWCs that render on the page.
Org default, App default, or App + Profile assignment.
Decides whether the page renders in the Salesforce mobile app.
- Home Pages assign by App + Profile combination. Forgetting to assign a page to a profile means users on that profile see the default page, not the new design.
- Mobile and desktop are separate configurations. Designing a great desktop Home Page does not automatically improve the mobile experience.
- Performance Chart requires Collaborative Forecasts to be enabled. The component renders empty for orgs without it.
- Salesforce ships the Default Home Page; orgs that never customize end up with a generic page that nobody uses. Customizing is the first-day task that drives adoption.