Salesforce Tab Home Pages - dummies

By Tom Wong, Liz Kao, Matt Kaufman

When you click a tab in Salesforce, the tab’s interior home page appears. For example, if you click the Accounts tab, the Accounts home page appears. The tab’s home page is where you can view, organize, track, and maintain all the records within that tab.

Reviewing the Recent Items section

On a tab’s home page, just below the views, you see a Recent Items section. (The name of the item will match whatever type of record you’re on. For example, Recent Accounts is the section name if you’re on the Accounts tab.)

This section comes with three or four relevant columns that you can modify. You can see as few as 10 items and as many as 25 items at a time by clicking the link at the bottom of the table.

To test the Recent Items section (by using Leads as the example), go to the Leads home page and follow these steps (which you can apply to all tabs):

  1. In the Recent Leads section, select an option from the drop-down list at the upper-right corner of the table.

    The table reappears with changes based on what you select.

  2. Click a link in the table to go to a record.

    The detail page appears, displaying the record and related lists.

  3. Click the New button in the upper middle of the table to create a new lead record.

    A New Lead page appears in Edit mode, ready and waiting.

Reviewing common reports

In the lower-left corner of a tab’s home page, Salesforce displays a small selection of commonly used reports associated with that tab. You can click a link to go directly to the report or click the Go to Reports link, which takes you to the Reports home page.

Tooling through the Tools section

In the lower-right corner of a tab’s home page, Salesforce provides a set of unique tools associated with a particular tab. Depending on which tab you’re viewing, use these tools to help you manage and maintain records within that tab. For example, on the Accounts home page, in the Tools section, you can click the Merge Accounts link to merge duplicate accounts.