Select a Default Home Page Dashboard within Salesforce Classic 1. Click Customize Page in the "Dashboard" section of the Home tab. 2. Select a dashboard to be the Home Page default.
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 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 set the default page layout in Salesforce?
Where can I change default page layouts? Use the Page Layout Assignment button next to the New button on the Page Layout setup page.
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 set the community Home page in Salesforce?
Use a Custom Home Page in Your Salesforce Tabs + Visualforce SiteFrom Setup, enter Digital Experiences in the Quick Find box, then select All Sites. Click Workspaces for the site you'd like to access.Click Administration | Pages.For the Home page: ... Click Save.
How do I customize my Salesforce Home page?
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 display in Salesforce dashboard?
Click Customize Page in the Dashboard section of the Home tab.Search for a dashboard and select a different dashboard from the drop-down list.Click Refresh to refresh the data in your dashboard.
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.
Where is custom app settings in Salesforce?
Click the gear icon then go to Setup | Administration | 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.
How do I assign an app to a profile in Salesforce?
To assign apps:From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Assigned Apps.Click Edit.To assign apps, select them from the Available Apps list and click Add. ... Click Save.
How do I change my community Home page?
Update Community Home PageFrom Setup, in the Quick Find box, enter Communities , and then select All Communities.On the All Communities page, click Builder next to the community where you want to update the home page.On the Home page, drag the Action Plan Templates List component onto the page.More items...
What should I put on my Salesforce Home page?
You can customize the Salesforce Home tab to include components such as sidebar links, a company logo, a dashboard snapshot, or custom components that you create. A dashboard snapshot is a clipping of the top row of a dashboard's components.
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.