Click Edit to the left of the "Sales" app. Next add or remove the tabs you want using the "Selected Tabs" and "Available Tabs" lists. You can change the order of the "Selected Tabs" by moving them "Up" or "Down" using the buttons on the right of the "Selected Tabs" box.
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 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 to optimize page layouts for the Salesforce mobile app?
Tips for Optimizing Page Layouts for the Salesforce Mobile App Assign Page Layouts from a Customize Page Layout or Record Type Page Tracking Customer Requests for Data Privacy Updates Edit Multi-Line Layouts for Opportunity Products
How predefined actions are ordered in the Salesforce mobile app?
How Predefined Actions Are Ordered in the Salesforce Mobile App... Action Types Salesforce Mobile App Action Bar Custom Success Messages for Quick Actions Additional Custom Field Options Action Overrides in Managed Packages Considerations for Actions in the Salesforce Mobile App Actions in Lightning Experience Actions Best Practices
How do I rearrange tabs in Salesforce?
To rearrange tabs, take the following steps:Click on the pencil in the upper right-hand corner.Click and drag the three lines next to the tab you want to move up or down.Click Save.
How do I change the Home page layout in Salesforce lightning?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
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 arrange tabs in Salesforce Classic?
Click on All Tabs (plus sign icon) on the far right side of the tabs header. Click on the orange "Customize my Tabs" button. Scroll down the list of Available Tabs and click on the tab you want to re-order. Click Add and then use the Up and Down buttons to order the tabs according to your preference.
How do I set my homepage in Salesforce?
While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page. To restore the standard Home page, select System Default.
How do I customize page layout in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•
How do I customize the navigation bar in Salesforce?
Customizations made to the navigation menu in the Salesforce mobile app sync to the desktop version of that app.To make multiple updates to the navigation bar, click the pencil icon. To reorder the items already in your navigation bar, drag them. ... To make a few changes in the navigation bar.
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?
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 create tabs in Salesforce?
Create Lightning Page TabsFrom Setup, enter Tabs in the Quick Find box, then select Tabs.Click New in the Lightning Page Tabs related list.Choose a Lightning page for the tab.Enter a label. ... Select a tab style to set a color scheme and icon for the Lightning page tab.More items...
How do I see all the 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...•
What are the types of tabs in Salesforce?
You can create three different kinds of custom tabs: custom object tabs, Web tabs, and Visualforce page tabs. Custom object tabs allow you to find, add, change, and delete the data in your custom objects. Web tabs display any Web application in a tab within a Salesforce application.