Adding Custom Links to Home tab

A Custom Link is a great way to go add a link to a Home page tab that will take you straight to the page that you are looking for avoiding having to click your way through the application to find it. You will simply click the link and be taken directly to the page. This could be used for all types of users who want to have access to specific records or functions straight from the Home page.

To add a Custom Link go to Setup/ Customize/ Home/ Home Page Components. Under the section Standard Components click the Edit button next to Custom Links. Then simply name your link and copy the URL of the page you want to go to. It can be within Propertybase (e.G. report or email templates) or an external website.

 

Click here for Documentation from Salesforce: Create Custom Home Page Components

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