On the Object Page click on the gear icon and click edit page. Click on the Tabs in the primary view and then change the Default Tab on the top right. Save and activate if not already and this should set the default tab.
How do I change the default tab in Salesforce?
Click on the Default Tab drop down at the top right of the screen and select Details from the list. Click on Save and Activate to save the changes. Click on Back to return to Salesforce with the new default tab.
What is the default tab on a Salesforce Lightning page?
The default tab on any Lightning page is Activity. So when you open any Salesforce Lightning Screen the Activity tab will be the one open for viewing. If you want to see the Details, you will need to move to that tab. If the information on the Details tab is more useful when users open a page, you can set the default tab on all pages to be Details.
How do I change the default tab viewable when a record opens?
This opens the "Tabs" properties on the far right column. 4. Looking at the "Tabs" properties on the far right of the page, you will see at the top "Default Tab" and this is where you select the default Tab that will be viewable when a record is opened by selecting an option in the drop down menu for the new default tab. 5.
How do I change the visibility of a tab in Visualforce?
- Alternatively, select Apply a different tab visibility for each profile and choose Default On, Default Off, or Tab Hidden from the drop-down list for each profile." The above instructions determine the initial custom Visualforce tab visibility settings.
How do I change the tab view in Salesforce?
In Salesforce ClassicClick Setup | Administration Setup | Manage Users | Profiles.Select the desired tab from the selected tabs or available tabs list.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.
How do I change the default tab in Salesforce?
Set Details Tab to be the Default TabClick the Gear (Setup) button and choose Edit Page. ... Click on the Default Tab drop down at the top right of the screen and select Details from the list.Click on Saveand Activate to save the changes.Click on Back to return to Salesforce with the new default tab.
Where is Tab setting Salesforce?
Required Editions The tab doesn't appear in an app's navigation bar, but it is available in the App Launcher in Lightning Experience and on the All Tabs page in Salesforce Classic. Individual users can customize their display to make the tab visible in any app. The tab appears in an app's navigation bar.
How do I set a default landing tab in Salesforce lightning?
Steps to follow in Lightning:Click Setup.In the Quick Find search box, enter 'App Manager'.Hover over the App you want to configure | Click the arrow on the left.Select Edit.Select Tab.Drag the 'Custom Tab' to the top of the list.Click Save.
How do I customize tabs in Salesforce lightning?
To add a tab, click Add Tab in the Tabs component properties. Customize a tab by clicking it in the properties pane. You can select a different standard label or click Custom and enter the tab name you want. Note Custom tab labels in the Tabs component—including those installed from packages—aren't translated.
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 change tab settings?
To set tab stops in Word 2013, 2016, 2019, or Word for Microsoft 365, do the following:On the Home tab, in the Paragraph group, choose Paragraph Settings.Click the Tabs button.Set the Tab stop position, choose the Alignment and Leader options, and then click Set and OK.
What is default tab option?
Tabs are set to distribute text evenly between the left and right margins. Word's default tabs are set every half-inch. These tabs are indicated at the bottom of the horizontal ruler by tiny tick marks. If you don't want to use the default tabs that are set at half-inch tabs, you have two choices.
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...•
How do I change the default tab that is viewable when a record is opened in lightning experience?
How to change the default "Tab" that is viewable when a record is opened in Lightning ExperienceGo to Setup > Object Manager (Tab) > Select the Object related to the record.Once the object page opens, select "Lighting Record Pages" and select the page you want to update and when that page opens, select "Edit". (More items...
What is the difference between default off and tab hidden in Salesforce?
Default Off: Hide the tab by default for users with this profile. Individual users can override this setting. Tab Hidden: Hide the tab and do not allow individual users to override this setting in their personal customization.
How do I change the tab of a custom object in Salesforce?
From Setup, in the Quick Find box, enter Tabs , then select Tabs.Click New in the Custom Object Tabs related list.Select the custom object to appear in the custom tab. ... Click the Tab Style lookup icon to show the Tab Style Selector. ... Click a tab style to select the color scheme and icon for the custom tab.More items...
1. Pinned List Views
First up, we have Pinned list views. This simple but effective feature was delivered in Spring ‘19 and allows individual users to select which list view appears first when they select an object.
2. Default List View as a Tab
Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object.
3. Default List View on the Home Page
After reading this post, you might be asking yourself “How do I Pin list view for all users in Salesforce?”. Well, unfortunately, Salesforce has disabled this feature on purpose. You can read more about this on the original Salesforce idea here .
Conclusion
With Salesforce Lightning, there are a whole host of features that go beyond what Salesforce Classic was capable of. I hope that this article has quickly helped you to solve an age-old Salesforce problem for you and your users. Make sure to sign up for our newsletter to get other Salesforce hacks delivered to your inbox!
What is the default tab in Salesforce?
The default tab on any Lightning page is Activity. So when you open any Salesforce Lightning Screen the Activity tab will be the one open for viewing. If you want to see the Details, you will need to move to that tab. If the information on the Details tab is more useful when users open a page, you can set the default tab on all pages to be Details.
How to set the default tab on all pages?
If the information on the Details tab is more useful when users open a page, you can set the default tab on all pages to be Details. 1. Have a record open on the page you want to set the default tab. Click the Gear (Setup) button and choose Edit Page. Find the section that contains Details.
Pinned List Views
Default List View as A Tab
- Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object. This feature takes advantage of Salesforce Lightning’s easily customizable navigation bar, which can be changed in a number of different ways. Read more: Top 10 Salesforce ...
Default List View on The Home Page
- After reading this post, you might be asking yourself “How do I Pin list view for all users in Salesforce?”. Well, unfortunately, Salesforce has disabled this feature on purpose. You can read more about this on the original Salesforce idea here. However, we’d like to present an alternative solution that allows you to default a list view for a particular group of users, using the Lightning …
Conclusion
- With Salesforce Lightning, there are a whole host of features that go beyond what Salesforce Classic was capable of. I hope that this article has quickly helped you to solve an age-old Salesforce problem for you and your users. Make sure to sign up for our newsletter to get other Salesforce hacks delivered to your inbox!