Salesforce Home Page Layout Components: Discover the Key Components of Salesforce Home Page Layout for Better User Experience

The Salesforce Home Page is the starting point for most users, acting as a personalized dashboard for daily work. As a designer, I appreciate how its component-based structure empowers admins to tailor the interface to specific team needs. The key home page layout components in Salesforce Lightning include the Highlights Panel, Assistant, Performance Chart, Key Deals or Opportunities, Tasks, Recent Records, and Custom Rich Text widgets.

Each Salesforce home page can be customized using the Lightning App Builder, where you can arrange and configure these components for optimal workflow. For example, the Highlights Panel offers instant access to essential information, while the Assistant proactively surfaces important reminders. Tasks and Events keep users organized, and embedded Reports provide actionable insights without leaving the home page.

From a designer's perspective, effectively combining these components creates a visually balanced and efficient workspace. Thoughtfully prioritizing elements—for example, placing Tasks and Opportunities in prime positions—can directly influence productivity. If you’re inspiring your own workspace redesign, consider leveraging online platforms that allow flexible visual planning, which is similar in spirit to the modular nature of Salesforce's home designer tools.

Tips 1:

When reorganizing Salesforce Home Page components, group similar functions (like tasks and upcoming meetings) to reduce cognitive load and highlight high-priority items at the top for better visibility.

FAQ

Q: What are the main layout components of the Salesforce Home Page?

A: The primary components include Highlights Panel, Assistant, Tasks, Events, Key Deals/Opportunities, Performance Charts, Recent Records, and Custom Widgets like Rich Text.

Q: Can I customize the Salesforce Home Page for different user profiles?

A: Yes, the Lightning App Builder lets you create and assign unique home page layouts to different profiles or apps.

Q: What is the benefit of using the Assistant component on the Home Page?

A: The Assistant surfaces important reminders and actions, helping users stay on top of their to-do list and deadlines.

Q: How does the Home Page layout influence productivity?

A: A well-ordered home page highlights high-priority tasks and opportunities, reduces distractions, and ensures users see information relevant to their roles.

Q: Are there design best practices for organizing home page components?

A: Group related items, position critical widgets at the top, and ensure visual balance to support quick navigation and task completion.