Setting up Home page links allows quick and easy access to common functions of the applications from the Home page. The following steps are involved to set up a home page.

  1. Create New Agreement Component
  2. Create New Home Page Layout (alternatively, you may further customize your own home page layout, if any)
  3. Assign New Layout to Appropriate User Profile
User Permissions Needed
To create or change home page layouts:Customize Application

Creating a New Agreement Component

  1. Go to Setup > Customize > Home > Home Page Components.
  2. To create a custom component, click New. You can use custom components to tailor the Home page to different user profiles. Also, you can add your own components to your Home page.
  3. Provide your own component name, for example My Custom Links, and select the Links custom type. Click Next.
  4. From the left column, select NewAgreementRequest, CreateOfflineAgreement, StoredExecutedAgreement custom links, and add it to the Custom Links to show column. To select multiple elements individually, use CTRL+click. To select multiple elements as a group, use SHIFT+click.
  5. Click Save.

A new Agreement component has been successfully created. Create a new Home page layout.

Creating a New Home Page Layout

  1. Go to Setup > Customize > Home > Home Page Layouts.
  2. To create new home page layout, click New.
  3. From the Existing Home Page Layout list, select the layout on which you want to base the new layout. For example, Home Page Default.
  4. Provide your own layout name in the Custom Home Page text area. For example, My Custom Page.
  5. Click Save.
  6. From the Narrow Components to Show list, select My Custom Links, and click Next. A custom component is added to the Home Page Layout. Use the arrow keys to move a new component up or down in the list to display in the desired order. Typically this component is at the top, under Search.
  7. Click Save.
  8. Optionally, to display the home page layout, click Preview. Click Save & Assign to save the page layout and assign it to a profile. Initially, all users, including Customer Portal users, are assigned to the Home Page Default layout.

A new Home Page layout has been created. After you have created a new Home page layout, assign the new layout to an appropriate user profile.

Assigning a New Layout to an Appropriate User Profile

  1. Go to Setup > Customize > Home > Home Page Layouts.
  2. Click Page Layout Assignment.
  3. Click Edit Assignment.
  4. Select the newly created home page layout for the appropriate user profile.
  5. Click Save.

A new layout has been assigned to the user and new customized links have been created to enable quick and easy access of the application from the Home page.