Slaesforce FAQ

can you change the way salesforce lightning open new tab

by Gerry Hagenes V Published 3 years ago Updated 2 years ago
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Nagendra Hi Sagar, You can manage to open the lightning component in as a tab instead of the popup by using a small component which will redirect to the main component. You can use the force:navigateToComponent event on init to navigate to your main component.

Part of a video titled How to Change the Default Tab on a Salesforce Lightning Page
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Then you'll see the default tab selection. And the other tabs you can reorder these as well byMoreThen you'll see the default tab selection. And the other tabs you can reorder these as well by clicking and dragging them.

Full Answer

How to create a new object in Salesforce Lightning?

To create a new object, I can use the Create dropdown from anywhere in Setup (I don’t have to be in the Object Manager) and select Custom Object. 3) Creating an Object in Lightning is the same as in Classic.

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.

How to open the Lightning component as a tab instead of popup?

You can manage to open the lightning component in as a tab instead of the popup by using a small component which will redirect to the main component. You can use the force:navigateToComponent event on init to navigate to your main component.

Where can I Find my Standard and custom objects in Salesforce?

1) Click into the Object Manager in Setup home. You can do this two ways: under Platform Tools – Objects & Fields section of the Setup menu, or from the carousel in Setup home. Once in the Object Manager, I can see all my standard and custom objects in one place.

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How do I customize tabs in Salesforce lightning?

To add a tab, click Add Tab in the Tabs component properties. Customize a tab by clicking it in the properties pane. You can select a different standard label or click Custom and enter the tab name you want. Note Custom tab labels in the Tabs component—including those installed from packages—aren't translated.

How do I change the tab style in Salesforce?

Go to Setup | Create | Tabs.From the Custom Objects Tabs section, click Edit next to the desired Tab.Click on the Lookup Icon next to the Tab Style section.Select an appropriate Color for the Tab.

How do I change the Activity tab in Salesforce lightning?

Click on Page Layouts and then your current layout. Select Mobile & Lightning Actions from the list....Drag an action you want to add from the top section.Drag fields from the screen back to the top section to remove them.When done, click the Save button on the Action bar.

How do I change the layout of a lightning page in Salesforce?

The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.

How do I create a custom tab style in Salesforce?

How to Create Custom Tab Style in SalesforceGo to Documents tab.Add a image less than 20 KB in size.Check “Externally Available Image” checkbox without fail.Go to App setup –> Create –> Tabs and click “New” button.Click the magnifying glass icon next to Tab style and click “Create your own style” button.More items...•

How do I create a custom tab in Salesforce?

From Setup, in the Quick Find box, enter Tabs , then select Tabs.Click New in the Custom Object Tabs related list.Select the custom object to appear in the custom tab. ... Click the Tab Style lookup icon to show the Tab Style Selector. ... Click a tab style to select the color scheme and icon for the custom tab.More items...

How do I change the activity layout in Salesforce?

Click Setup | Build | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.

How do I customize my activity timeline in Salesforce?

Customize the Fields that Display on Tasks in the Activity...From Setup, at the top of the page, select Object Manager.Click Task.Click Compact Layouts.Click New. ... If you're creating a new compact layout, enter a name and label for it.Select the task fields you want to display on the activity timeline.More items...

How do I create a custom tab on record page?

0:482:43Creating and Naming a Custom Tab within a Lightning Page Layout in ...YouTubeStart of suggested clipEnd of suggested clipOnce the page loads in edit mode. We'll wait for it to fully load. We can actually click into thisMoreOnce the page loads in edit mode. We'll wait for it to fully load. We can actually click into this white space and in doing so it activates information here on the right. About that particular object

How do I change the layout in Lightning app Builder?

Edit Your Lightning PageIn Setup, make the global party ID field visible and read-only before creating the Lightning page.In Setup, navigate to User Interface | Lightning App Builder.Create a record page for the object, or modify an existing one.Drop each component where you want on the Lightning record page.More items...

What is the difference between a page layout and a lightning page?

Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility.

How do I customize page layout in Salesforce?

From the management settings for the appropriate object, go to Page Layouts. Alternately, if you're using the Enhanced Page Layout Editor, which is enabled by default, you can customize a standard object's page layout by clicking Edit Layout on the object's detail page.

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Create a New Object

1) Click into the Object Manager in Setup home. You can do this two ways: under Platform Tools – Objects & Fields section of the Setup menu, or from the carousel in Setup home. Once in the Object Manager, I can see all my standard and custom objects in one place.

Edit an Object

Sometimes I don’t need to create a new object, I just need to edit an existing object to customize it for my needs. For my Wedding app, I want to edit the Contacts object to add categories for family, friends, coworkers, etc. To do this, I want to start in the Object Manager.

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