It should take to the Lightning Edit page. Click on Related or Details Tab. On the right side column you will see a way to make " Details " as default tab.
What are default list views in Salesforce Lightning?
Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object. This feature takes advantage of Salesforce Lightning’s easily customizable navigation bar, which can be changed in a number of different ways.
How do I edit a detail in Salesforce Lightning?
Go to your Detail record page-->Click on the Setup button at the top right corner of the page--> and click Edit page. It should take to the Lightning Edit page. Click on Related or Details Tab.
How do I set the default interface for Salesforce lightning experience?
From Setup in Salesforce Classic, click Get Started in the Lightning Experience Transition Assistant tile at the top of the menu. Select the Roll Out phase. Click Launch Lightning Experience to expand the stage. Click Switch Users next to Make Lightning Experience the default interface.
How do I change the default tab in Salesforce Lightning?
It should take to the Lightning Edit page. Click on Related or Details Tab. On the right side column you will see a way to make " Details " as default tab. Once the changes are made, hit save and activate it to all your users.
How do I default to the Details tab in Salesforce?
Set Details Tab to be the Default TabClick 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 do I change the view in Salesforce lightning?
If you want to change any of the view settings, simply go to the gear icon. Here you can create a new view, rename an existing view, make a view private or public. You can also edit list filters which determines what data shows. You can select which fields to display as well as delete views.
How do I change the default tab in Salesforce lightning app?
Locate the app and click Edit. Select an object as the default landing tab on the drop down arrow. Assign it to Profiles. Click Save.
How do I change the default tab that is viewable when a record is opened in lightning experience?
How to change the default "Tab" that is viewable when a record is opened in Lightning ExperienceGo to Setup > Object Manager (Tab) > Select the Object related to the record.Once the object page opens, select "Lighting Record Pages" and select the page you want to update and when that page opens, select "Edit". (More items...
How do I change the default view in Salesforce?
When you click on the “Leads” tab, by default, you will see your “Recently Viewed” records. If you want to change the view that you're looking at, just click on the dropdown arrow next to “Recently Viewed”, and select the view you'd like to see on your screen.
How can we change the default list view?
2. Default List View as a TabNext, select the drop-down arrow next to the object to show more options. Click on the bottom menu item that allows you to open the list view in a new tab.If you look at the end of your navigation bar, you should see the tab you have just opened.
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...
What is default landing tab in Salesforce?
User A was on the Classic Sales app prior to switching to Lightning Experience and the default landing tab set to the app is the Home tab.
What is the difference between default off and tab hidden in Salesforce?
Default Off: Hide the tab by default for users with this profile. Individual users can override this setting. Tab Hidden: Hide the tab and do not allow individual users to override this setting in their personal customization.
How do I enable community builder in Salesforce?
To access Experience Builder:From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.From the All Sites page in Setup, click Builder next to the site name.More items...
How do I enable communities in Salesforce lightning?
To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.
How to pin a list in Salesforce?
To “Pin” a list view, Salesforce users simply need to navigate to their object of choice, where they will be presented with the pin icon next to the list view.
Can you move a list view to the optimum position?
Here you will be able to move your list view to the optimum position, as well as rename it to your liking.
Can you add a default view to Salesforce?
Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object.
Pinned List Views
Default List View as A Tab
- Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object. This feature takes advantage of Salesforce Lightning’s easily customizable navigation bar, which can be changed in a number of different ways. Read more: Top 10 Salesforce ...
Default List View on The Home Page
- After reading this post, you might be asking yourself “How do I Pin list view for all users in Salesforce?”. Well, unfortunately, Salesforce has disabled this feature on purpose. You can read more about this on the original Salesforce idea here. However, we’d like to present an alternative solution that allows you to default a list view for a particular group of users, using the Lightning …
Conclusion
- With Salesforce Lightning, there are a whole host of features that go beyond what Salesforce Classic was capable of. I hope that this article has quickly helped you to solve an age-old Salesforce problem for you and your users. Make sure to sign up for our newsletter to get other Salesforce hacks delivered to your inbox!