Customize the Tasks or Event pages
- Click the gear icon | Setup | Object Manager.
- Select Task or Event object.
- Click on Page Layouts.
- Select the page layout to customize.
- Navigate to your personal settings.
- Go to Settings.
- On the left side of the page, select the Display and Layout menu item to display its submenu.
- Choose Customize My Pages.
- Pick a page for a specific tab to configure that page dropdown.
- Select Customize Page.
How do I change the page layout in Salesforce?
Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize. Click Setup | Build | Customize | Activities. Select Task Page Layouts or Event Page Layouts. Click Edit on the page layout to customize. Click the gear icon | Setup | Object Manager. Select Task or Event object. Click on Page Layouts.
How do I create a support page in Salesforce Lightning app?
From 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. Display the five most recent cases.
What is custom help in Salesforce classic?
Custom Help in Salesforce Classic Calculate Field Values With Formulas Formula Operators and Functions I–Z Sort Picklists Considerations for Using Learning Paths Change the Custom Field Type Notes on Using the Original Page Layout Editor Enable or Disable Translation Workbench Formula Best Practices Create Global Publisher Layouts
What can I do in manage Salesforce sites?
Manage Salesforce Sites Standard Pages Creating Site.com Pages Editing and Working With Site.com Page Elements Adding Page Elements to Pages as a Contributor Deleting Languages Adding Custom Code to Pages View the CommunityBranding Style Sheet Site.com Tab Overview Editing Content Blocks as a Contributor Adding Anchors to Pages in Design Mode
Can users customize their Home page in Salesforce lightning?
Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities.
How do I edit my Home page 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.
Can users customize their Home page in Salesforce?
0:083:05How to Customize the Salesforce Home Page for One User - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this video i'm going to show you a trick that will let you customize a home page for anMoreIn this video i'm going to show you a trick that will let you customize a home page for an individual user in your org. So what we're going to do is use a feature called conditional visibility to make
How do I customize tabs in Salesforce?
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.
How do I customize my dashboard in Salesforce?
Required Editions 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 change page layout in 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.
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 I change the dashboard on my home page 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.
What should I put on my Salesforce homepage?
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 customize my tabs?
When you open a new tab in Chrome browser, under the search box, you can see the websites you visit frequently.Open Chrome browser.Click New tab .On the right, click Customize .Go to Shortcuts and choose an option: ... Make your changes and click Done.To edit or remove a website, point to the icon.More items...
How do I change the tab layout in Salesforce?
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.
How do I organize tabs in Salesforce?
Add Tabs to an App's Navigation MenuFor Classic Interface, you can add a tab by clicking the + tab and then clicking the Customize My Tabs button. ... You can use the 'Up' and 'Down' buttons to organize your tabs as you need them and click Save to see your changes.
Create Datorama Pages
Let’s dive deeper into Datorama, and learn how to display your data and customize your pages, so you can create insightful, comprehensive collections.
Create and Customize App Pages
Once you have added a new page and are in the Add New Page to Collection window, you can select the type of page you want to add. Let’s start with app pages, which are pages that display all the data generated from an installed app.
Create and Customize Datorama Blank Dashboard Pages
Now let’s add a blank dashboard page, which is a page that can be used to create visualizations of your data without any predefined settings or design. A blank dashboard can be used for anything from illustrating how campaigns are performing to creating an executive overview.
Add and Customize Widgets
Widgets are the graphic elements that appear on the page which display your data in different ways, such as pie charts, tables, and bar graphs. The widget creation process is streamlined so you can build your widget in just three steps.
