What is the home tab?

Basics

Your Home tab is where you can see a view of various items that are important to you and perform actions (e.g. adding tasks) without having to navigate to different objects. You can customize your home tab to show items you want to see.

Here are some examples of things you can view/do:

  • Create New
  • Recent items
  • Custom links
  • Chatter Feed
  • Dashboard
  • My Tasks
  • Calendar

Create New... whatever you'd like

If you want to create a new account, contact, lead, etc. click on the drop-down arrow next to Create New...

Create New... whatever you'd like

This gives you a lot of options to quickly create something without having to navigate to a specific object first.

See Recent Items you're working on

If you have been working on an account, a lead, or an opportunity and you need to get back to it, Recent Items makes it easy to quickly find it.

See Recent Items you're working on

This is great if you are regularly visiting a certain webpage all the time - just add it as a custom link so you can quickly get there.

Include Custom Links

Shows your Chatter Feed

Shows your Chatter Feed

Expanded view of your Feed

Expanded view of your Feed

You can view your Dashboard

Select a dashboard to show up on your Home tab so you can quickly see important information

You can view your Dashboard

Shows your Tasks

Have tasks coming up? They'll show up on your Home tab and indicate whether the task is overdue.

Shows your Tasks

Shows your Calendar

Shows your Calendar

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