A walk-through of how to change a company's primary contact in Salesforce. Resolution Change the primary contact for your company using the instructions provided below From Setup, enter Company Information in the Quick Find box, then select Company Information. Fill in the Primary Contact field by clicking the Lookup icon beside it
How do I change the header layout in a Salesforce preview?
From here, click on the header portion of the preview, which gives you options on the right for the layout. As it says, it’s controlled via the compact layouts (those little pages when you hover over the recent items). What does work well though is that when you click it, you jump right to that page in a new tab (nice design Salesforce!)….
How do I change the header of a community?
We have created a Community and want to Customize the header. In Setup -> Customize -> Communities -> All Communities -> Administration Settings -> Branding I was able to replace the Header with an HTML file that looks great. It contains a search bar that redirects to a VF page.
Is it possible to change the default header layout?
Default layouts might not include everything in the header that you want, but you can change that with a little bit of jumping through pages. What’s whacky to me is that it’s actually controlled in other pages, but you get there from the edit page dialog that we’ve been using lately.
How do I change the header in Salesforce?
First, as usual start with the edit page (gear icon) in upper right. From here, click on the header portion of the preview, which gives you options on the right for the layout. As it says, it's controlled via the compact layouts (those little pages when you hover over the recent items).
How do I edit Contact page in Salesforce lightning?
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...
How do I add a header in Salesforce?
You can add this information to any custom headers you create. Manually add this information to text-only email messages. To display headers and footers for custom templates, add
How do I change the layout of a contact in Salesforce?
How can I change the "New Contact" layout?...1 AnswerGo to Setup.Search "Contact" . Under contact you will see page Layout. Click on page Layout.You will see a button on top("Page layout assignment"). Click Edit on "Contact layout".Drag the fields which you want to keep in page layout from fields panel and save.
How do I add a header to a page layout in Salesforce?
Custom Objects in the Classic UIGo to Setup.Click Create | Objects | Object Name | Page Layouts | Click Edit beside the desired page layout.Select Fields in the palette.Find Section in the first column, then drag and drop it on the page layout.Enter your desired name on the Section Name field.Click OK.Click Save.
How do I change the detail page in Salesforce?
Click Page Layouts, then Page Layout Assignment. You can see the list of profiles and the page layout assigned to each one. Click Edit Assignment. Select the Custom: Sales Profile row.
What is page header in Salesforce?
About Page header# The Page Header uses the . slds-page-header class as a base and is comprised of multiple components including the Title of the page and supporting details. For large form factors, it may include actions.
How do you customize the client record Detail page?
Customize the Client Record PageClick. ... In the Quick Find box, enter lightning app , then select Lightning App Builder.Next to the Client Record page, click Clone.Click Relationships in the body of the client record page.More items...
How do I change the footer in Salesforce Marketing Cloud?
Follow these steps to implement header and footer rules in Marketing Cloud Email Studio.Click the Admin tab.Click Edit on Account Settings.Set your header and footer. Click System Default to insert the standard header and footer information, including all legal requirements for a marketing email send. ... Click Save.
How do I change the layout of Salesforce lightning?
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 change the home page layout 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 layout of the new button in Salesforce?
To customize the buttons on record detail pages:From the management settings for the object whose page layout you want to customize, go to Page Layouts.Click Edit next to the page layout you want to customize.Do one of the following. ... Click Save on the page layout.Click Save.