Did you know you can use Lightning Component Visibility settings and the Lightning Dashboard component to create one Lightning Homepage for your entire team? We’ll show you how to do just that in this article.
Things that need to be completed BEFORE you add the dashboard(s) to the Lightning Home Page:
The report and dashboard that will be pulled into the Lightning Dashboard component need to be created and saved in Salesforce.
The users who should see the dashboard on their Lightning Home Page will need to have at least viewer access to the report and dashboard folders.
NOTE: This Home Page can only be created in Lightning Experience.
Creating a Custom Lightning Home Page
To get to the Homepage Layout screen, go to Setup > type “Lightning App Builder” in the Quick Find Box > click “Lightning App Builder.” If you’re already on the Home page, you can also access this page by clicking the Gear and selecting “Edit Page."
2. If you accessed the layout from the “Edit Page” button, click the down arrow next to “Pages” and select “New Page.” If you navigated to the layout page through Setup, select “New.” Salesforce will prompt you to choose what type of page you want to create. Choose “Home Page” from the options and click “Next” to get started.
3. Create a name for your new Lightning Home Page and click “Next”. You have two options to choose from when selecting your Lightning page template:
a. Standard Home Page – this is a page template with a header above two equal- width regions and a full-height sidebar.
b. Home Page Default – this page template is found under “Clone Salesforce Default Page” and contains two columns made up of a main area and right sidebar. This template also automatically includes the following components:
Quarterly Performance
Assistant
Today’s Events
Today’s Tasks
Key Details
Recent Records
If you want a fully custom page, choose “Standard” as your template. If you want to include all the above components and you only need to change a few, choose Home Page Default. In this example, we are going to select the Home Page Default option.
4. We want to keep all the components that are present in the layout except the Quarterly Performance component. So, we are going to remove the Quarterly Performance component and replace it with the Dashboard component. To remove a component from a layout, select the trash can icon at the top right of the component.
When you add the Dashboard component, Salesforce automatically pulls in one of your existing dashboards.
1. Select the dashboard that you want to appear from the list on the right sidebar.
NOTE: If the dashboard that you want to present is in a private folder, it will not appear in the Dashboard list.
2. Set the Max Height if you want to customize how the dashboard is viewed or leave it blank.
3. Determine if the dashboard should be hidden if an error prevents it from being shown.
a. Set the “Hide on Error” checkbox to true if you don’t want the dashboard to appear.
b. Set the “Hide on Error” checkbox to false if you do want the dashboard to appear.
4. Set Component Visibility is the option that determines who will see the dashboard on their home page.
a. Click “Add Filter.”
b. Click “Select Field” and then determine if your filter will be based on Standard User Permissions or User record fields.
NOTE: In this example we are going to use the User record field “Email.”
c. Select the operator you want to use. We are using “Equal.”
d. Type in the value that you defined in Step 4b.
e. Click “Done.”
These steps will control who can see dashboard on their Lightning Home Page.
To add multiple dashboards, repeat steps 1 through 4.
Saving and Activating your new Lightning Home Page
Once you are done adding your dashboards and any other customization on the Lightning Home Page, click Save. In the Page Saved pop-up window, select “Activate” if you are ready to Activate the page for your end users.
On the "Activation: Home Page Default” pop-up window there are three levels that should be reviewed for the Lightning Home Page assignment:
Org Default – this is the first tab option in the window. If the page that you created should be the default Lightning Home Page for all users, click the “Assign as Org Default” button.
App Default - this is the second tab option in the window. If the Lightning Home Page you created should be default for a specific Lightning App (ie: Sales Console or Service Console) select this option. This option will override the Org Default if one has been selected.
App and Profile – this is the third tab option in the window. If you assign the Lightning Home Page to a specific Lightning App and Profile, this will override any Org or App defaults that have been assigned.
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