Definition
Home Tab is part of the broader Salesforce platform offering that provides specific tools or services for building and running applications. It contributes to the extensibility and flexibility that make Salesforce adaptable to diverse business needs.
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 users see when they log into Salesforce or click the Home icon in the navigation bar. In Lightning Experience, it provides a personalized dashboard-like view that includes an Assistant section with actionable items like overdue tasks and leads requiring follow-up, a Performance Chart showing quarterly sales data, and key components like Recent Records and a News feed. The Home Tab solves the problem of users not knowing where to start their day by aggregating the most relevant information into a single starting point. Administrators can customize the Home page layout using Lightning App Builder to add or remove components based on each team's needs.
As orgs grow and teams diversify, a one-size-fits-all Home Tab becomes insufficient. Sales teams need pipeline visibility, service agents need case queues, and managers need performance dashboards. Lightning Experience allows administrators to create multiple Home page layouts and assign them by app or profile, so different teams see different starting experiences. Organizations that ignore Home Tab customization often find that users bypass it entirely, missing critical tasks and notifications. A well-configured Home Tab with relevant components like approval requests, key metrics, and filtered lists drives user engagement and ensures important action items are not overlooked.
How Organizations Use Home Tab
- Velocity Motors — Velocity Motors customized the Home Tab for their sales team to display a Pipeline Chart showing open opportunities by stage, an Assistant feed highlighting leads not contacted in 48 hours, and a custom component showing today's scheduled test drives. Sales reps now start each morning with a clear action plan, increasing lead follow-up rates by 28%.
- Evergreen Support Services — Evergreen Support Services created a dedicated Home Tab layout for their service agents using Lightning App Builder. The layout includes a My Open Cases list component filtered to show only high-priority cases, a Knowledge Search bar for quick article lookups, and a team performance leaderboard. Average case resolution time dropped by 12% after agents began using the customized landing page.
- NorthStar Consulting — NorthStar Consulting configured different Home Tab layouts per Lightning app. The 'Sales' app Home page shows pipeline metrics and upcoming meetings, while the 'Project Delivery' app Home page displays active project milestones and timesheet reminders. Consultants who switch between apps throughout the day always land on context-appropriate information.