Why a curated Home page matters
AE
Avery Ellis · Account Executive
"I want to open the CRM in the morning and know, in five seconds, what needs my attention today — not click through five different list views to piece it together."
The first screen a user sees sets the tone for their whole session. If it's generic or empty, they immediately go hunting elsewhere for the information that actually matters to their job.
Business outcome
One glance replaces a dozen manual checks — pipeline health, recent records, and quick links, all in one place from minute one of the workday.Dashboard vs. Home
| Page | Purpose | Scope |
|---|---|---|
| Dashboard | Aggregated KPI cards and an org-wide recent-activity feed | Counts every org record regardless of sharing rules — an admin-level aggregate view |
| Home | Configurable widget tiles: quick links, recent records, KPIs | Same widget layout for every user in the org; it's the default landing page after login |
Two kinds of personalization
Home widgets are configured once by an admin for the whole org. Home layout (like sidebar collapsed/expanded) is a small per-user preference layered on top.Customize the org's Home page
Visit Home and DashboardLog in and note the default redirect to
/home; then open /dashboard separately to compare.Open Home Widget setupSetup → Home Widgets.
Add or reorder a tileAdd a "Recent Records" widget and drag it to the top.
Save and verifyLog in as a different user in the same org and confirm they see the same updated Home layout.
Test what you learned
1. Is Home widget configuration per-user or org-wide?
Per-user — everyone can arrange their own tiles
Org-wide — every user in the org sees the same widget layout
2. Does the Dashboard's KPI aggregation respect each viewer's sharing rules?
Yes, it only counts records the viewer can see
No — it's an admin-level aggregate that counts all org records regardless of ownership