Cloning the standard Home page for a customized Lightning Experience

There are two methods of creating custom Home pages in Salesforce CRM Lightning Experience. One method is to edit an existing Home page and the other is to create a new page using a Home page template. Both methods utilize Lightning App Builder, which allows you to generate and configure the various components and properties of the page.

In this recipe, we will use Lightning App Builder to clone the existing standard Home page.

Getting ready

Carry out the following steps to assign the system administrator profile to the default standard Home page:

1. Click on the Setup gear icon at the top right-hand corner of the main Home page, as shown in the following screenshot:

2. Click the Setup option, as shown in the following screenshot:

3. Type home in the Quick Find search box, as shown in the following screenshot:

4. Select the Home option.
5. Click on Set Page Assignments, as shown in the following screenshot:

6. In the resulting Select Profiles dialog, scroll through the listed profiles and check the System Administrator checkbox, as shown in the following screenshot:

7. Click on Next.
8. In the resulting Choose Lightning Page dialog, either verify or choose the System Default option (depending on your current settings), as shown in the following screenshot:

9. Click on Next.
10. Finally, in the resulting Review Assignments confirmation dialog, click on Assign, as shown in the following screenshot:

How to do it...

Carry out the following steps to clone the standard Home page using Lightning App Builder:

1. From the main Home page, click on the Setup gear icon at the top right of the page, as shown in the following screenshot:

2. Click the Edit Page option, as shown in the following screenshot:

Note

If you have not already created a custom Home page, then behind the scenes, Salesforce makes a cloned copy of the standard Home page when you click Edit Page and subsequently save it. The cloned custom Home page is associated with the standard Home page and a reference is maintained by the system. As new capabilities are introduced to the standard Home page in future releases, these are also made available to your custom Home page. The cloned custom Home page is then loaded for editing within Lightning App Builder.

3. In the resulting Lightning App Builder page, type Cloned Standard Home Page in the Description field, as shown in the following screenshot:

4. Click on Save.
5. Finally, click on Back.

How it works...

The standard Home page is cloned and stored as a custom Home page called Home_Page_Default which is accessible within Lightning App Builder, as shown in the following screenshot: