- Salesforce CRM Admin Cookbook
- Paul Goodey
- 198字
- 2021-07-27 18:03:58
Introduction
The Home tab in Salesforce CRM is generally set as the opening page for users when they first log in to the application and provides a great way for users to view Chatter posts, access their calendar, tasks, items to approve, and so on.
The following screenshot shows the Salesforce CRM Home screen:
The Home tab allows various standard home page components to be shown, such as Calendar, My Tasks, or Items to Approve, (as shown in the preceding screenshot), that you are able to administer and choose whether to display for the various users in your organization.
Home page components can be presented to users by customizing the home page layouts where you can assign different home page layouts to different users based on their profile.
You can also create your own custom home page components that will display alongside the standard components and you can choose to make custom sidebar components display on all pages within the application or only on the Home tab.
The following recipes are designed to improve the layout of the home page. The recipes also provide additional features and functionality that are not provided natively within the Salesforce CRM application.