Slaesforce FAQ

how to change default first page in salesforce

by Dr. Cynthia Morissette III Published 2 years ago Updated 2 years ago
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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.

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.

Full Answer

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?

How to select a default home page dashboard within Salesforce classic?

Steps for Users to select a Default Home Page Dashboard within Salesforce Classic Click Customize Page in the 'Dashboard' section of the Home tab. Select a dashboard to be the Home Page default. Click Save.

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 record type in Salesforce?

From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears. Select the data type to specify that you want to use the default record type whenever you create that type of record. Click Save. Similarly one may ask, how do I set a default tab in Salesforce?

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How do I change the default dashboard in Salesforce?

Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.

How do I change the default landing app in Salesforce lightning?

To set a Lightning App as the default app when users login:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile and scroll to the 'Custom App Settings' section.Select Default next to the Lightning app.Log out and log in again.

How do I assign a lightning Home page to my profile?

Assign Custom Home Pages to Specific Apps and Profiles From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder. click Activate from the Page Saved dialog or click Activation. While editing a Lightning app, select the Pages tab, click Open Page, then click Activation.

How do I assign a Home page to a user in Salesforce?

Assign Home Tab Page Layouts to ProfilesFrom Setup, enter Home Page Layouts in the Quick Find box, then select Home Page Layouts.Click Page Layout Assignment.Click Edit Assignment.Choose the appropriate page layout for each profile. ... Click Save.

How do I change my default landing page?

In the menu bar on the top of your browser, click Tools.Select Internet Options.Click the General tab.Under "Home page," enter: www.google.com .Click OK.Restart your browser.

How do I make lightning default in Salesforce?

From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ... Select the Roll Out phase.Click Launch Lightning Experience to expand the stage.Click Switch Users next to Make Lightning Experience the default interface. ... Click the. ... Save your selections.

What is the difference between app page and Home page in Salesforce?

The Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn't actually have to be included in all Apps, (so the definition is blurry). An App Page is just a single, static page, (lacking a record detail) that you can customize and put anywhere.

How do you set page layout in lightning?

0:021:00How to Assign Page Layouts in Salesforce Lightning ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipUse the table to specify the page layout for each profile selected page layout assignments areMoreUse the table to specify the page layout for each profile selected page layout assignments are highlighted page layout assignments you change are italicized until you save your changes.

How do I create a custom Home page template in Salesforce lightning?

0:478:38Build a Custom Lightning Homepage Layout - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'mMoreWhat I really want to do is I'm going to come up to my setup I want to search for lightning. And I'm gonna click on lightning app builder. Now from here I'm going to click new under lightning pages.

How do I create a Home page component in Salesforce?

Create Custom Home Page ComponentsFrom Setup, click Customize -> Home -> Home Page Components.Click New.Enter a name for the component.Choose the type of component.Click Next. a. For links- ... Click Save.After creating the home page component, you need to add it to a home page layout.

How do I find the assignment of my Home page in Salesforce?

If you go to Setup and search for "Home" in the quick find box, you should be able to see all of your Lightning Home Pages and the assignments by profile.

How do I change page layout in Salesforce Classic?

To get started, go to Setup > Customize > Lead > Page Layouts. Select the Page Layout that you would like to edit. Note that you will have to repeat the following steps for each page layout that you need to modify. First, start by adding the Crunchbase custom fields to the layout.

How to Create a Page Layout in Salesforce

Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts.

Assign a Salesforce Page Layout

You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners.

What about Dynamic Forms?

Great question. We can take our Salesforce page layout design to the next level by using Dynamic Forms. However, this feature is not yet available for standard objects and the traditional page layout still controls things such as:

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