Slaesforce FAQ

can i change the tabs on salesforce lightning home page

by Dr. Adolphus Cruickshank DVM Published 2 years ago Updated 2 years ago
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As far as I know you can't replace the home page tab but you can control what is placed in the tab. Try this: 1.) Goto Setup->Customize-Home->Home Page Components

With the Lightning App Builder, you can create, update, delete, and change the order of tabs and tab sets on record and Home pages in Lightning Experience.

Full Answer

How do I change the default landing tab in Salesforce Lightning?

Unlike in Salesforce Classic, there is no way to choose a default landing tab for Lightning apps unless it's a custom object tab (See Make Custom Object the default tab in Lightning for more details on how to do this).

How do I add Lightning components to a Salesforce page?

When selecting New, you can select a current page template or clone the Salesforce default page. Once finished, you can add the Lightning components you need. After creating or editing your page, you have the option to Activate or wait and set the organization default.

How do I modify the home page in Salesforce?

The Home page can be modified to display a variety of components or data per each Salesforce profile. When selecting New, you can select a current page template or clone the Salesforce default page.

How do I change the Order of visible tabs in Salesforce?

(Lightning) If you need to change the order of your visible tabs in your Salesforce org, follow these steps: Hover over " Recurly " and then click Edit. Scroll down to view the Available Tabs & Selected Tabs boxes. Scroll down the list of available tabs and click on the tab you want visible.

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Can users customize their Home page in Salesforce lightning?

Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities.

How do I rearrange tabs in Salesforce lightning?

To reorder tabs in Lightning Experience:Have a record open on the page you want to set the default tab.Click the Gear (Setup) button and choose Edit Page. ... Click and drag current tabs to the order you want in the Tabs section in the middle right of the screen.Click on Save and Activate to save the changes.More items...•

How do I change the Home tab in Salesforce?

Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.

How do I change the tab view in Salesforce?

In Salesforce ClassicClick Setup | Administration Setup | Manage Users | Profiles.Select the desired tab from the selected tabs or available tabs list.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.

What is tab layout in Salesforce?

Platform / Customization & App Building. Buried in SFDC setup is the ability to edit the Standard and Custom Tab columns that display for the users. It takes a bunch of clicks to get there. Especially when working with Custom Tabs.

How do I add a tab to a page layout in Salesforce?

Click the Gear (Setup) button and choose Edit Page. Find the section that contains the tab headings and select it. Click the Add Tab By default the Details tab will be added. Click on the Tab in the list and choose the Label from the list.

How do you customize your homepage?

Choose your homepageOn your computer, open Chrome.At the top right, click More. Settings.Under "Appearance," turn on Show Home button.Below "Show Home button," choose to use the New Tab page or a custom page.

How do I create a custom homepage template in Salesforce lightning?

0:478:38Build a Custom Lightning Homepage Layout - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'mMoreWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'm gonna click on lightning app builder. Now from here I'm going to click new under lightning pages.

How do I customize my dashboard in Salesforce?

Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.

How do I organize tabs in Salesforce?

Add, Remove, and Organize Your Tabs in Salesforce ClassicClick the Plus icon ( ... If you want to see a list of just the tabs for a specific app, select that app from the View drop-down list.Click Customize My Tabs.In the Custom App drop-down list, select the app where you want the tab to appear.More items...

How do I see all tabs in Salesforce lightning?

Yes, it is a two-step process which is what makes it a bit confusingGo to the Home Page and click the SETUP GEAR ICON >>Under PLATFORM TOOLS >> APPS will appear.Click on APPS and APP MANAGER will appear.Click APP MANAGER >>Within the APP MANGER screen find SALES – Lightning Sales in the List.More items...•

How do I customize the navigation bar in Salesforce?

Customize a Lightning App Navigation Menu in the Salesforce...Tap Menu in the navigation bar at the bottom of the screen.Tap Edit.Drag items to reorder them.Tap Save.

How do I reorder objects in Salesforce?

You can reorder blocks in joined reports....Reorder BlocksFrom the Columns section of the Outline panel, click. adjacent to the name of the block you wish to reorder.To move the block left, click Move Block Up. To move the block right, click Move Block Down.Click Save.

How do I reorder my orders in Salesforce?

Change the Sort OrderClick the actions menu for the measure you want to sort. For dimensions, click the actions menu in chart, compare table, or pivot table mode.Select Sort descending or Sort ascending. If the measure or dimension is already sorted, you can unsort it by selecting Clear sort.

What questions do Salesforce partners ask?

Recently a set of excellent questions was asked by one of our clients, “How do I change the layout of the home tab, and what is included on the home page?” “Is it based on user type?” “Since I am an admin, can mine be different than a Standard User?”

Can you clone Salesforce homepage?

The Home page can be modified to display a variety of components or data per each Salesforce profile. When selecting New, you can select a current page template or clone the Salesforce default page. Once finished, you can add the Lightning components you need.

Does XTIVIA have Salesforce Admin?

Last but not least, have you ever thought that maybe your Admin staff didn’t have the time or skills to handle all of your Salesforce Admin needs? Well, look no further, XTIVIA has a great program: Salesforce Admin OnDemand. With a Salesforce Admin OnDemand contract, we’re available on an as-needed basis to support your team. Contact us today to find out more!

Introduction

The Lightning app builder is a point-and-click tool that’s easy to create a custom home page, record page and an app page for the Salesforce Lightning Experience and mobile app.

Lightning Components

A Lightning component is a smaller and reusable application which can be used in Lightning pages in the Lightning App Builder. There are three types of Lightning components available to make up your Lightning app:

Tutorial: Build a custom default Home page in Salesforce Lightning Experience

1. Click on the Setup gear icon at the top right of the main Home page

Conclusion

That’s it. You are done. Very quick and very easy. Your brand-new Lightning app home page is ready and activated. You can easily build out-of-the-box Lightning app according to your users’ requirements with standard and custom components.

How to customize your home page?

To begin to customize your Home Page, you'll first need to be using the 'Lightning Experience'. You can switch by selecting the 'Switch to Lightning Experience' link: Navigate to the Home tab in your Org. Navigate to the Setup menu and select Edit Page; this opens the Lightning App Builder : Pages will display the most recently updated pages.

What pane is Lightning on?

The left-side pane will display Lightning components that you can use; including both Standard and Custom Lightning components.

What happens if you add too many items to a page?

Note: If you add too many items to a page, you will receive a notification from Salesforce. For example: "Too many List View components on one page can cause page perfomance issues. Use them sparingly."

How to add a component to a page?

Hover over the component and drag and drop it to add it to the page. Depending on the component, additional elements may display in the right-side pane (for example, 'List View').

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