Slaesforce FAQ

how to change default app salesforce

by Franco Bayer Published 2 years ago Updated 2 years ago
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Below are the steps to set a default app in Salesforce Lightning: 1. From Setup, enter Profiles in the Quick Find box, then select Profiles 2. Select a profile and scroll to the 'Custom App Settings' section. 3. Select Default next to the Lightning app. 4. Log out and log in again.

Make the App Launcher the default when users log in for the first time.
  1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
  2. Select a profile and scroll to the Custom App Settings section.
  3. Select Default next to the Lightning app.

Full Answer

How to set default app in Salesforce Stack Exchange?

Select Edit on the app you want to be the default, you can then select all the profiles you want to set the app as default for in the list at the bottom of the edit page: Thanks for contributing an answer to Salesforce Stack Exchange!

How do I change the default profile type in Salesforce?

From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile and scroll to the Custom App Settings section. One may also ask, how do I change the default record type in Salesforce?

How do I set a default tab in Salesforce?

Similarly one may ask, how do I set a default tab in Salesforce? Click the Gear icon then Setup. In the Quick Find search box, enter 'App Manager' and click on it. Locate the App you want to configure. Select Edit. Click on Navigation Items. Click on the Custom Tab and move it to the top of the list.

How do I change the default landing page in Salesforce?

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. Click to see full answer. Also question is, how do I change the landing page in Salesforce?

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How do I change app options in Salesforce?

As a Salesforce admin, you can change which apps appear in the Lightning Experience App Launcher. You can also control the order in which the apps appear from the app menu. From Setup, enter App Menu in the Quick Find box, then select App Menu. From the list of app menu items, drag the apps to change their order.

How do I change the default page in Salesforce?

Required Editions and User Permissions 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.

How do I switch from classic app to lightning app in Salesforce?

How to Upgrade Classic Apps to Lightning AppsFrom the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Find the Classic app that you want to upgrade in the apps list.Click. , and select Upgrade.New pop up window will appear with App Name and Developer Name. Click Save.

How do I delete a default app in Salesforce?

Go on to the Profile and Click on EDIT button, in the second section called Custom App Settings change the DEFAULT to someother APP. Refer to the image below. You should be all set to delete the APP.

How do I customize my home screen 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 add a dashboard to my app page in Salesforce?

0:231:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat i'm going to do is i'm going to click the home tab. Right so this is where everyone would startMoreWhat i'm going to do is i'm going to click the home tab. Right so this is where everyone would start off in the sales app and then what i'm going to do is click the gear icon. And click edit. Page.

Is Salesforce getting rid of Classic?

All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.

Why do people migrate from lightning to Classic?

Making the switch from Classic to Lightning significantly upgrades the experience for most users. Migration offers business users several advantages. Lightning improves insights and visibility. Einstein, Salesforce's artificial intelligence product, makes sales and marketing forecasts easier.

Where is app Manager in Salesforce Classic?

Access the App Manager from the Home tab in Setup. Enter App in the Quick Find box, then select App Manager. Most of the standard Classic apps provided by Salesforce are automatically visible in Lightning Experience (1).

How do I make Salesforce Classic default?

How to set Classic Experience as default landing screenSetup -> Profile -> Click on your profile.Go to "General User Permissions" section.Enable "Remain in Salesforce Classic".

What is standard application in Salesforce?

Standard Apps: The apps which comes with every instance of Salesforce by default. It includes App Launcher, Call Center, Community, Content, Marketing, Sales, Salesforce Chatter and Site.com. These apps can be customized according to the needs and requirements of an organization.

How do I disable an app in Salesforce?

Disable Custom App at the Profile levelGo to Setup | Administer | Manage Users | Profiles.Look for the Profile you want to modify.Click Edit.Under "Custom App Settings" uncheck the Visible checkbox to disable the App.Click Save.

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