Setup Home Page
The Home page in Setup is the jumping off point for customizing your org, finding important setup tools and information, and building and managing applications.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: all editions except Database.com |
You access the Home page from Setup.
In Lightning Experience:
- The left sidebar, which you can browse or search, provides access to all setup actions, tasks, and tools.
- The Quick Find lets you quickly navigate to any node using a keyword. Quick Find is the best way to find what you’re looking for if you know its name.
- A collection of quick-access tiles give you instant access to important setup tools and feature information.
- The Most Recently Used list shows your most recently used records or customization features in Setup. You can quickly link back to what you were working on by clicking its name.
- The Object Manager provides a one-stop shop for managing all objects in your org, both standard and custom.
In Salesforce Classic:
- The left sidebar, which you can browse or search, provides access to all setup actions, tasks, and tools.
- The Getting Started box contains a tool for generating a basic app in a single step and links to information about extending and managing apps. This box doesn’t appear if you’ve previously dismissed it.
- The Recent Items list shows recent metadata items that you’ve viewed, edited, or created and their related objects.
- The System Overview messages box displays messages to remind you when your org reaches its usage limits. The System Overview messages box isn’t enabled by default.
- The Quick Links box provides links for managing tools, users, apps, security, and data.
- The Community box showcases available resources. If you’ve previously dismissed this box, it reappears with each new release.
- The right pane includes external links that are useful for developers and administrators.
- Configure System Overview Messages
Add system overview usage messages to the Salesforce Home page to remind you when your org approaches its limits. You can expand, collapse, and dismiss the system overview messages that appear on the Home page. By default, the system overview home page messages are enabled. - Select Which Fields Appear in the Recently Viewed List
As a Salesforce admin, you can customize the Recently Viewed list that appears on the Setup home page for most standard and custom objects. Choose and order the fields to display so that your users see the information that’s most important for your company. - Recent Items List (Beta)
The Recent Items list in Salesforce Classic shows recent metadata items that you’ve viewed, edited, or created and their related objects. - Quick Access Menu
The quick access menu offers handy shortcuts to customization features.
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