Salesforce’s seller homepage is now the default home page for the sales apps (sales console and sales engagement apps). Salesforce Seller homepage is a default home page that salesforce chooses if you have not used any custom home page. It is a dashboard which is designed to enhance sales productivity by providing an overview of key sales activities. It also offers insights into objects such as accounts, leads, contacts, daily agendas, and progress toward goals.
Disable Seller home
If you do not want a custom home page and default home page so you can disable Seller Home which reverts you to the previous default home page.
So, you can find setting Salesforce setup->search Home in quick find and click on home
So here in the home page, I have assigned the default home page lwc.
So, what to do if you already have a home page assigned but now you want to see the Seller Home page.
Go to Setup -> App Manager->Sales app then click edit and update the home page to seller home by reassigning it.
1. Check for Seller Home feature Availability: -
- Go to Setup->In quick find search Release Updates.
- Look for “enable seller home for sales cloud”
- If it’s not enabled, click Get Started and activate it.
2 .Assign Seller Home to Sales App: -
- Setup->App Manager->Sales console App
- Select edit and in the utility items (Desktop only) section, check if the seller home is listed.
- If not, click Add Utility item and search for Seller home
- Save and activate the changes.
3. Manually Assign Seller Home: -
- Setup->Lightning App Builder.
- New page->Home page
- Select the Seller home template and create a new page using this template and activate it
SELLER HOME PAGE
Key features of Seller Home
- Pipeline Overview (Close deals faster): -
Feature: It displays a summary of open, won, and lost opportunities. - Account Planning (Plan my accounts): - Feature: It Shows which accounts need engagement to avoid neglect.
- Lead Management (Build Pipeline): - Features: It displays leads that need follow-ups.
- Contact Engagement (Build Relationships): - Features: It tracks interactions with key contacts.
- Einstein Contact suggestions (AI-powered Insights): - Features: It suggests new contacts based on emails and events.
- Daily Agenda (Today’s Events and Tasks): - Features: It lists scheduled calls, meetings, and follow-ups.
- Goal Tracking (Monthly Goals): - Features: Tracks progress toward sales goals.
- Recent Records (Quick Access to Records): - Features: It displays recently viewed accounts, opportunities, and leads.
- Task Prioritization (My Tasks): - Features: It lists incomplete tasks and follow-ups.
- Unified view of Sales Activities: - Features: It combines all key data into one dashboard.
Several reports on this dashboard aim to help your sales team manage them
- Opportunities
- Accounts
- Leads
- Contacts
- Goals
- Events, and
- To-do's
Conclusion
Salesforce’s seller Home page is a powerful tool that is designed to streamline sales processes and enhance productivity by offering an overview of critical sales activities. It also provides insights into accounts, leads, contacts, and goal progress, The Seller Home page provides tools that engage with key accounts and prioritize daily tasks. Salesforce offers the flexibility to disable Seller Home or revert to previous configurations. Alternatively, enabling and integrating Seller Home is a straightforward process that can significantly boost sales efficiency and drive better results through features like pipeline overviews, AI-driven insights, and task prioritization.
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