Configure CRM homepages

CRM homepages provide an employee workspace after users enter CRM.

Overview

Create tenant-level homepages and control the default with Applicable Scope and template priority. A homepage can contain sales briefs, To-Do items, tasks, schedules, announcements, charts, and business components.

Before you begin

IMPORTANT

• You need System Administrator permission.
• Confirm that required components are available.
• Identify applicable employees, departments, or roles.

Create a tenant-level homepage

1. Go to Setup > Interface Customization Management > CRM Homepage.
2. Click New.
3. Enter the Homepage Name, Template Priority, and Homepage Description.
4. Select the Applicable Scope and Page Layout.
5. Click Next.

Configure the layout

1. Drag available components into the layout.
2. Configure each component and adjust its order and position.
3. Click Save.

CRM homepage field reference

Field	Description
Homepage Name	Name shown in the user-facing list.
Template Priority	Higher values appear earlier.
Homepage Description	Purpose of the homepage.
Applicable Scope	Employees, departments, or roles that can see it.
Page Layout	Page structure for components.

Notes

Personal visit history can affect the default homepage. Rich Text components may require a rollout setting. Legacy CRM homepages differ from CRM app views. Before release, ask the localization owner to review component names.

Expected result

Employees in scope can switch to the homepage and see the configured components and layout.

Related topics

• Switch and manage personal CRM homepages
• Configure CRM application views
• Human review checklist