Creating a personal setup link on a customized Home page

All users need to change their Personal Information settings in the Salesforce CRM application from time to time. They may, for example, wish to edit their user information, change their password, or you may need them to grant login access to administrators, plus many other reasons.

Accessing the Personal Information area is done by users clicking their profile picture and then stepping through the options to navigate to the My Personal Information in the setup section of the sidebar. This takes extra clicks and can often be a challenge for less experienced users of the application.

In this recipe, we will create a shortcut link directly on the Home page to allow users to access their Personal Information options with a single click.

How to do it...

Carry out the following steps to edit an existing Home page to create a personal setup link on a customized Home page 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 preceding 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 Quick Personal Setup Link into the Rich Text properties section.
8. This is shown in the following screenshot:

Note

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

9. Click the Link icon as shown in the following screenshot:

10. Select URL for the Link Type.
11. Select https:// for the Protocol.
12. Paste or enter the following for the URL: /one/one.app#/settings/personal/PersonalInformation/home
13. Click on OK, as shown in the following screenshot:

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

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

How it works...

The customized Home page for the assigned users will appear with the personal setup link, as shown in the following screenshot:

Upon clicking the personal setup link, users will be presented with the Personal Information page, as shown in the following screenshot:

See also

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