Click on Customize portal tabs button. Now we have to choose the tabs from available tabs to selected tabs using add and remove arrows. We can also change the order of the tabs. To change the order of the selected tabs use up and down arrows.Default landing Tab is the tab which displays when users log into our salesforce customer portal.
- Click 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.
How to assign a default app in Salesforce?
Go to Setup -> Profiles -> Select Profile -> System Permissions -> Edit -> Select 'Use Identity Features' You should see the default app on refresh of home page. Assigning a default app will only allow Users to see the app when they login to Salesforce for the first time.
How do I create a landing tab for the default app?
One line should do the job. Then set up a VisualForce Tab Setup -> create -> tabs and scroll down. for that one line VF page. Then use that as the default Landing Tab for the default App. Best, Steve.
What happens when a user switches apps in Salesforce during session?
Assigning a default app will only allow Users to see the app when they login to Salesforce for the first time. However, when a User switches Apps during his session, logs out and logs back in, the User is taken back to the last App he/she was in.
Can a profile have access to multiple app in Salesforce?
But if a profile have access to multiple App Salesforce remembers which one the last app being used by the user. For example "Sales" is the default app for Sysadmin profile and it has also access to custom app "APP ONE" now if you are in sales app in classic view whenever you login in classic you will see sales app landing page after login.
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.
What is default tab option in Salesforce?
Default On: Show the tab by default for users with this profile. Individual users can override this setting for their login. Default Off: Hide the tab by default for users with this profile. Individual users can override this setting.
How do I make an object the default in Salesforce?
Steps to set a custom object tab as the default for an app in Lightning ExperienceClick the gear icon then Setup.In the Quick Find search box, enter App Manager and click on it from the results.Locate the app you want to configure then click the dropdown arrow on the right.Select Edit.Click on Navigation Items.More items...
How do I change the default landing 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 do I set up tabs in Salesforce?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.
How do I customize tabs in Salesforce?
Customize Your Tabs in Salesforce ClassicFrom your personal settings, if you're using the Improved Setup User Interface, enter Customize My in the Quick Find box, then select Customize My Tabs. ... If you have access to multiple apps, select the app whose tabs you want to customize from the Custom Apps drop-down list.More items...
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 default internal access in Salesforce?
The default for internal users is Public Read Only. To change the organization-wide defaults for external access to the user object: From Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings.
What is default settings in Salesforce?
Organization Wide Default settings are baseline settings in Salesforce specify which records can be accessed by which user and in which mode. Organization Wide Default settings can be overridden using Sharing rules. One user can exist in one profile. One Role can be assigned to one user.
How do I enable lightning for a user in Salesforce?
Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.
Where is custom app settings in Salesforce?
Click the gear icon then go to Setup | Administration | Users | Profiles.Look for the Profile you want to modify.Click Edit.Under "Custom App Settings" uncheck the Visible checkbox to disable the App.Click Save.
How do I assign an app to a profile in Salesforce?
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.