When preparing to create a new app in Salesforce, the first step is to determine your audience. Each app should have a specific audience in mind.
For small orgs, one or two apps may be sufficient. But for larger ones, you’ll probably want several. Let’s examine the simpler case.
In an app, the order of the tabs is important. This is obviously very contextual, but there is a guiding principle that can help.
Since we read from left to right, we give more attention to things on the left. So ordering tabs from the most used to the least used is a great starting point.
For most orgs, this means something like
- Home
- Contacts
- Accounts
- Opportunities
- Campaigns
- {Other commonly used tabs}
- Reports
Obviously if these objects aren’t used often, they should be removed from this list. And if it’s an account-focused org, then consider placing Accounts before Contacts.
The takeaway
Ordering tabs from most used to least used is a great starting point.