When using Lighting the Activities Sidebar can be customized to fit your needs. Fields can be added and removed much like in traditional layouts for each of the tabs (e.g, New Task, New Event, Log a Call, and Email). The position of the fields on the data entry screen can also be customized.
Full Answer
Why split view in Salesforce Lightning?
Jeff began working in the Salesforce ecosystem in 2004, and he has helped a variety of organizations transform their businesses. Salesforce strives to make users more productive in Lightning, and one way, is by working with lists faster using Split View!
How do I add predefined field values to a lightning record?
You can now select Predefined Field Values as you like... Go back to your object setup page and open and edit your Lightning Record Page Add to your tab the Related Record standard lightning component In the 'Update Action' select the layout you have created:
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 do I change the layout of a standard Lightning record?
Go back to your object setup page and open and edit your Lightning Record Page Add to your tab the Related Record standard lightning component In the 'Update Action' select the layout you have created: Enjoy!!! Highly active question. Earn 10 reputation (not counting the association bonus) in order to answer this question.
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 organize tabs in Salesforce lightning?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.
How do I customize tabs in Salesforce?
Customize Your Tabs in Salesforce ClassicFrom your personal settings, if you're using the Improved Setup User Interface, enter Customize My in the Quick Find box, then select Customize My Tabs. ... If you have access to multiple apps, select the app whose tabs you want to customize from the Custom Apps drop-down list.More items...
How do I organize tabs in Salesforce?
0:011:14How to Move Tabs Order in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome to how to move tabs order in salesforce lightning. Right hand side you can see personalizeMoreWelcome to how to move tabs order in salesforce lightning. Right hand side you can see personalize your navigation bar click on it remedyforce console tab you would be able to see here click on it.
How do I customize my tabs?
When you open a new tab in Chrome browser, under the search box, you can see the websites you visit frequently.Open Chrome browser.Click New tab .On the right, click Customize .Go to Shortcuts and choose an option: ... Make your changes and click Done.To edit or remove a website, point to the icon.More items...
What are tabs in Salesforce lightning?
4:014:46How Do I Customize and Organize My Tabs in Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo you don't have to have the home tab as the tab you see when you log in every user can controlMoreSo you don't have to have the home tab as the tab you see when you log in every user can control their own. Experience.
What are the different types of tabs in Salesforce?
There are mainly 4 types of tabs:Standard Object Tabs: Standard object tabs displays data related to standard objects.Custom Object Tabs: Custom object tabs displays data related to custom objects. ... Web Tabs: Web Tabs display any external Web-based application or Web page in a Salesforce tab.Visualforce Tabs:
What are the three different custom tabs you can create choose 3?
You can create three different kinds of custom tabs: custom object tabs, Web tabs, and Visualforce page tabs.
What is a tab in Salesforce types of tabs?
A tab is like a user interface that is used to build records for objects and to view the records in the objects. There are three types of tabs in Salesforce: Custom object tab. Web tab.
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 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 open multiple tabs in Salesforce?
0:031:27Salesforce Tips & Tricks 9: Use Multiple Tabs Using Ctrl+ClickYouTubeStart of suggested clipEnd of suggested clipWhen you're on any record you can hold the ctrl key down on your keyboard. And click any hyperlinkMoreWhen you're on any record you can hold the ctrl key down on your keyboard. And click any hyperlink and the record will open up in a new tab you.
How to access split view?
To access the Split View, a user changes the “Display As” setting on a list view. This setting can be changed back and forth as needed. The default view for each Object is Table View.
Is split view available in Salesforce?
Salesforce is always looking for ways to make users more productive, and the popular Split View from Console Navigation is now available in Standard Navigation. Stay safe and stay productive!