Slaesforce FAQ

how to edit apps in salesforce setup

by Prof. Yvonne Doyle Published 3 years ago Updated 2 years ago
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Open the list of apps. From Setup, enter Apps in the Quick Find box, then select Apps. Locate the connected app in the apps list, and click Edit.

From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. Depending on which user interface you're using, do one of the following: Enhanced profile user interface—Click Assigned Apps, then click Edit.

Full Answer

How do I create an app in Salesforce Lightning?

In a few simple steps, you can give an app a name, set its primary color, upload a logo, specify which items appear in the app’s navigation bar, and assign the app to user profiles. From the Home tab in Setup, enter App in the Quick Find box, then select App Manager. Click New Lightning App.

How Salesforce security works with assigned apps?

Salesforce Security Basics Work with Assigned Apps in Permission Sets Enable Custom Permissions in Permission Sets Permission Set Groups and Combined Permissions View View and Edit Assigned Apps in Permission Sets Search Permission Sets Mute a Permission in a Permission Set Group User Permissions and Access Types of Permission Sets

How do I create a new setup page in Salesforce?

If you’re using Salesforce Classic and you see Setup in the user interface header, click it. If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup. Enter the name of the Setup page, record, or object that you want in the Quick Find box, then select the appropriate page from the menu.

How do I assign apps to a permission set?

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. To remove apps from the permission set, select them from the Enabled Apps list and click Remove.

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How do I edit a Salesforce app?

From Setup, in the Quick Find box, enter App , and then select App Manager.Click New Lightning App, and walk through the New Lightning App wizard.On the App Details and Branding page, give your app a name and description, set its primary branding color, and give it a logo.More items...

How do I edit an app in Salesforce lightning?

From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Click on a Lightning app's row, and select Edit.More items...

How do I add apps to my Salesforce profile?

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 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.

Where is customize in Salesforce setup?

You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings. After creating a custom setting and you've added fields, provide data to your custom setting by clicking Manage from the detail page.

Where is app setup in Salesforce?

From Setup, enter Apps in the Quick Find box, then select Apps, and click Quick Start. Alternatively, from the Lightning Platform Home page, click Add App under Getting Started, or App Quick Start under Quick Links. Enter the information needed for your app.

How do I assign an app to my profile?

0:070:49How To Assign User Profile Assignment For Myguide ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipOpen Salesforce lightning click on your icon. Click on setup enter app manager in quick find boxMoreOpen Salesforce lightning click on your icon. Click on setup enter app manager in quick find box click on nap manager click on my goddamn name from below list where you want to add users.

How do I access apps in Salesforce?

If not, you're in Salesforce Classic.To open the App Launcher, on the left side of the navigation bar, click . ... To look for apps or items by name, use the Search apps and items box. ... To see all your available Salesforce apps and items, click View All.More items...

How do I select an app in Salesforce?

You must have access to the Salesforce app or connected app to see and open it from the App Launcher.To open the App Launcher, from the drop-down app menu at the upper-right corner of any Salesforce page, select App Launcher.In the App Launcher, click the tile for the app that you want.

What are the two types of apps in Salesforce?

Salesforce apps come in two flavors: Classic and Lightning. Classic apps are created and managed in Salesforce Classic. Lightning apps are created and managed in Lightning Experience. You can customize both types of app to match the way your users work.

How many apps can be created in Salesforce?

You can have up to 10.

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.

What is assigned app settings?

Assigned app settings specify the apps that users can select in the Lightning Platform app menu.

How to assign permissions to apps?

To assign apps: From Setup, enter Permission Sets in the Quick Find box, 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.

What is app manager?

The App Manager is your go-to place for managing apps for Lightning Experience. It shows all your connected apps and Salesforce apps.

Where is the app name on the iPad?

The app name (1) displays on the left side of the navigation bar and custom colors and branding (2) make each app unique and easy to identify.

What Is a Lightning App?

An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.

What is an app in Lightning?

An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and ...

Can you switch contexts in App Launcher?

It's easy to switch contexts with the App Launcher.

Can you use Salesforce Classic only?

Classic apps that don’t have a check mark in the Visible in Lightning column are enabled only for our Salesforce Classic UI. Because you’re working in Lightning Experience, you won’t find those Classic-only apps in the App Launcher. Classic apps marked as visible in Lightning Experience are fully usable in Lightning Experience, but they don’t take advantage of the app enhancements that Lightning Experience offers.

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