Slaesforce FAQ

how to change the default layout in salesforce

by Dr. Reid Wolf Published 2 years ago Updated 2 years ago
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Modify the default layout for a related list.

  • Go to the tab that contains the related list.
  • Click on "Edit Layout".
  • Scroll down to the related list and click on the wrench icon above the related list.

Go to Object | Page Layouts | Edit.

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 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 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.

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How do I change the layout page in Salesforce?

From the management settings for the appropriate object, go to Page Layouts. Alternately, if you're using the Enhanced Page Layout Editor, which is enabled by default, you can customize a standard object's page layout by clicking Edit Layout on the object's detail page.

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 my home screen in Salesforce?

Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.

What is standard layout in Salesforce?

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

How do I change my layout page in lightning experience?

Canvas apps are supported in Lightning Experience. Custom links display under the Details tab. Fields display under the Details tab. You can remove or reorder fields on a page layout only via the page layout editor.

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 you customize your Home page?

Choose your homepageOn your computer, open Chrome.At the top right, click More. Settings.Under "Appearance," turn on Show Home button.Below "Show Home button," choose to use the New Tab page or a custom page.

How do I set the default app in Salesforce?

Make the App Launcher the default when users log in for the first time.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.

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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