Can You Also Put This on My Salesforce Home Page?


As a Salesforce Admin, I'm sure you get asked quite often:

"Can you also put this [report/dashboard/list view/link] on my home page?"

If I had a nickel for each time I was asked that question....

Believe it or not, if your organization is on Lightning Experience, you are in luck.

Lightning Experience includes a neat, oven-overlooked, yet super-powerful Rich Text component that can turn you into a superhero in the office.


How can you use this Rich Text component to turn your user's homepage into a resource powerhouse?

Once you've identified all of the resources that your users need, organize them into logical groups so that you have a neat list of links to the various reports, dashboards, list views or even external resources that your users value.

Next - go into EDIT mode on your page in Lightning Experience and drag the Rich Text component onto to the page layout.


Now you can start typing up your list, grouped by categories, turning the name of each resource (report, dashboard) into a hyperlink as shown below.


As you are typing, you will see a preview of your content appearing in the main section of the screen.



If you want to accessorize your text with icons the way I did, simply cut and paste your favorite emojis from this site into your Rich Text component.

Once you save and activate your page layout, your users should see your masterpiece and be able to access all of the resources you've shared without cluttering up their homepage.


Now you can rejoice in the praise of your colleagues, without telling them how incredibly simple it was to implement.

Do you have any other interesting ways that you've used this Rich Text component? If so - I would love to hear from you.

Happy learning!



David Giller a Salesforce MVP, User Group Leader, Trainer, Consultant, Blogger & Author.

Although he started his career as an attorney, David entered the world of enterprise-scale IT management at NBCUniversal, & continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru."

David is now CEO of Brainiate, helping companies unleash the power of Salesforce.

You can read more about David's bizarre career path here.


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