Customizing the Cash Management Workspace

You can customize your workspace using the Lightning App Builder as follows:

  • To rearrange or swap components on your workspace page, edit the workspace layout.
  • To add the custom alerts and counts on your workspace page, see Customizable Lightning Components Overview.
  • Tip: When you edit any workspace, your changes are saved in a new page. As more than one page with the same name can exist in an org, we recommend you change the default name of the new page in a way that can be easily identified.

For more information about the Salesforce Lightning App Builder, see the Salesforce Help.