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Home Tab

Platform🔴 Advanced

Definition

The default landing page tab in Salesforce that displays a personalized dashboard of tasks, calendar events, recent records, performance metrics, and assistant notifications for the logged-in user.

Real-World Example

At their company, a platform engineer at NovaScale leverages Home Tab to enhance the organization's Salesforce footprint with additional functionality. By leveraging Home Tab, the team avoids building a custom solution from scratch, saving months of development time while gaining enterprise-grade features out of the box.

Why Home Tab Matters

The Home Tab is the default landing page tab in Salesforce, showing a personalized dashboard for the logged-in user. It typically displays tasks, upcoming calendar events, recent records, performance metrics, key sales numbers, and assistant notifications. The exact content varies by user role and configuration. In Lightning Experience, the Home Tab is highly customizable through Lightning App Builder, letting admins design role-specific home pages with the components most relevant to each user persona.

Home Tab design is one of the highest-leverage UX investments an admin can make because every user starts their day there. A well-designed Home Tab surfaces the work users need to focus on, key metrics they should be aware of, and quick access to common actions. A cluttered or generic Home Tab gets ignored. Mature orgs build different Home Tab variations for different roles (sales rep, sales manager, support agent, executive) using Lightning App Builder, ensuring each user persona gets a relevant starting view.

How Organizations Use Home Tab

  • Cobalt VenturesBuilt role-specific Home Tabs for sales reps, sales managers, and SDRs. Each role sees the components most relevant to their daily work.
  • BrightEdge SolutionsTreats Home Tab design as a UX investment, iterating based on user feedback to improve relevance over time.
  • NovaScaleIncludes performance metrics and key tasks on the Home Tab so users see what matters as soon as they log in.

🧠 Test Your Knowledge

1. What is the Home Tab?

2. Where is the Home Tab customized in Lightning?

3. Why is Home Tab design high-leverage?

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