Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

Arrow left icon
Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
Arrow right icon
View More author details
Toc

Table of Contents (9) Chapters Close

Preface 1. Making a Picture Paint a Thousand Words... FREE CHAPTER 2. Salesforce CRM's Home Page is Where the Heart is... 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Introduction

The Home tab in Salesforce CRM Lightning Experience is generally set as the opening page for users when they first log into the application.

Users of Salesforce like having access to the information and data that is most relevant to them in a quick and easy fashion, and landing on a customized Home page is usually preferred by most users.

Out of the box, the Home page in Salesforce CRM Lightning Experience provides a great way for users to view sales performance and opportunity top deals, tasks and events, account news, recent records, and so on. The following screenshot shows the Salesforce CRM Home tab screen:

The Home page in Salesforce CRM Lightning Experience allows various standard Home page components to be shown, such as Quarterly Performance, Today's Events, or Top Deals (as shown in the preceding screenshot).

In addition to the standard components...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at AU $24.99/month. Cancel anytime