Providing a system support email link on a customized Home page

As a system administrator, you will receive requests for changes to your Sales CRM application. These requests may be received via email, phone call, Salesforce case record, or external case management system. Either way, it is often useful to provide users with a single email address with which they can log issues or request enhancements within Salesforce CRM.

In this recipe, we will create a system support email link that users can click for support using Lightning App Builder to edit a customized Home page.

How to do it...

Carry out the following steps to edit an existing Home page to provide a system support email link using Lightning App Builder:

1. Click on the Setup gear icon, as shown in the following screenshot:

Note

The Setup gear icon is located in the top right-hand corner of the main Home page.

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

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

4. Select the Lightning App Builder option.
5. Click the Edit link for the Home_Page_Defaultcustomized Home page, as shown in the following screenshot:

6. In the resulting Lightning App Builder page, drag and drop the Rich Text component from the standard Lightning Components pane to the top of the Home page canvas, as shown in the following screenshot:

7. Click on the newly added Rich Text component and enter For Salesforce Help please send requests for support to into the Rich Text properties section.

This is shown in the following screenshot:

Note

The Rich Text properties section is located in the right-hand section of Lightning App Builder.

8. Click the Link icon, as shown in the following screenshot:

9. Select E-mail, as shown in the following screenshot:

10. Enter the appropriate details for your organization in the E-Mail Address, Message Subject, and Message Body textboxes, as shown in the following screenshot:

11. Click on OK.
12. Choose the text font, size, and color using the text formatter, as shown in the following screenshot:

13. The Lightning App Builder page should now be configured, as shown in the following screenshot:

14. Click on Save.
15. Finally, click on Back.

How it works...

The customized Home page for the assigned users will appear with the system support email link, as shown in the following screenshot:

See also

See the Cloning the standard Home page for a customized Lightning Experience recipe in this chapter.