Slaesforce FAQ

how to give access to home page salesforce

by Guy Denesik Published 2 years ago Updated 2 years ago
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Getting redirected to home page We have added a domain name to our Salesforce org. and after that when the user is logged in to the org and opens a new tab and enter the url “https:/mydomain.my.salesforce.com” it takes the user to the “Home” page.

1) Login in as User: a) Home Page Tab is missing after logging in. To resolve issues with Home Page Tab visibility please make sure to disable 'Enhanced Profile User Interface' under User Management Settings in both Lightning & Classic Experience.

Full Answer

How do I set public access settings in Salesforce?

Public access settings control what public users can do on each Salesforce Sites site. To set the public access settings for your site: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control.

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.

How to setup the user interface in Salesforce classic?

Set Up the User Interface in Salesforce Classic Find Items in Setup with Advanced Setup Search (Beta) Setup Search Results Page (Beta) Set Up the Lightning Experience Home Page Set a New Default Home Page Assign Custom Home Pages to Specific Apps and Profiles

How do I create a support home page?

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.

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How do I assign a user to my Home page in Salesforce?

Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.

How do I give someone access to my Salesforce account?

Salesforce LightningLog in to Salesforce.In the upper right, click your image (avatar) and then click Settings.In "Quick Find" search field, enter "Grant" and click Grant Account Login Access.Set the Access Duration option to Salesforce.com Support. ... Click Save.

Can Salesforce users customize their 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 give someone access to a tab 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 grant admin access in Salesforce?

To provide grant login access go to your name=>My settings. Click on my settings. Go to Personal=>Grant Account Login Access. We can provide grant access to your company administrator and Salesforce.com support.

How do I give someone access to my salesforce lightning dashboard?

Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.

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.

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 home dashboard in Salesforce?

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 give a tab permission to my profile?

Do one of the following:Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from the list, then click Edit.Original profile user interface—Click Edit, then scroll to the Tab Settings section.

How do I enable tab settings in Salesforce permissions?

Select the “User License” as “Salesforce” while creating the Permission Set. This will allow you to define Tab Settings for all objects. Make changes at the Profile level to ensure that the reps are given these permissions based on the requirement.

How do I restrict tab access in Salesforce?

Original profile user interface—Click Edit, then scroll to the Tab Settings section.Specify the tab settings. You need to specify the setting available there. Click on the hyperlink, you will get to know more about that.Click Save.

How to edit public access settings in Salesforce?

To set the public access settings for your site: From Setup, enter Sites in the Quick Find box, then select Sites. Click the name of the site you want to control. Click Public Access Settings to open the Profile page for your site profile.

How to share a list view with public users?

To share a list view with public users, create a new public group for those users and give them visibility. If the object's sharing is set to private, public users won't be able to see those records, regardless of list view visibility. Control the visibility of custom apps.

Can you expose a custom app to public users?

If you want to expose a custom app and its associated tabs to public users, make only that app visible and make it the default to avoid exposing other pages. If any of your site pages use standard Salesforce headers, other visible applications may be seen by public users.

Can you grant read and create permissions on all standard objects?

You can grant “Read” and “Create” permissions on all standard objects except products, price books, and ideas; and “Read,” “Create,” “Edit,” and “Delete” on all custom objects. All permissions that aren't set by default must be set manually. Warning.

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