how to make related tab default in salesforce contact

How do I change the default tab in Salesforce?

Click on the Default Tab drop down at the top right of the screen and select Details from the list. Click on Save and Activate to save the changes. Click on Back to return to Salesforce with the new default tab.

What is the default tab on a Salesforce Lightning page?

The default tab on any Lightning page is Activity. So when you open any Salesforce Lightning Screen the Activity tab will be the one open for viewing. If you want to see the Details, you will need to move to that tab. If the information on the Details tab is more useful when users open a page, you can set the default tab on all pages to be Details.

How to change list view of contacts in Salesforce?

Next, go to Setup > Customize > Contacts > Buttons, Links, and Actions, click "Edit" next to Contacts Tab, and choose your new page. Now, when you click on the Contacts tab, it will take you to your last list view. Simply choose the "All Contacts" view, and salesforce.com will remember this selection for you.

How do I set the default tab to be details?

If the information on the Details tab is more useful when users open a page, you can set the default tab on all pages to be Details. 1. Have a record open on the page you want to set the default tab.

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 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...

What is related tab in Salesforce?

More practically speaking, a related list is just a section of a record detail page that lists all the items related to that record. When viewing a related list, you see only the related records you have permission to see.

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.

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.

How do I add a tab to a community in Salesforce?

Add Tabs to Your CommunityOpen Community Workspaces orCommunity Management.Click Administration | Tabs. ... Select the tabs to include in your community from the Available Tabs list. ... To add a tab, click Add. ... To change the order that the tabs display, click Up orDown. ... Click Save.

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...

What is the difference between created by and owner in Salesforce?

CreatedBy : It is the user who has created the record. This can not be changed. It is just a System Information to track who created the record. OwnerId : ID of the User who has been assigned to work this record.

What is tab setting?

Tab settings specify whether a tab appears in the All Tabs page or is visible in a tab set.

How to edit tab settings?

From Setup, either: Enter Permission Sets in the Quick Find box, then select Permission Sets, or. Enter Profiles in the Quick Find box, then select Profiles. Select a permission set or profile. Do one of the following:

Does Salesforce have tabs?

If Salesforce CRM Content is enabled for your organization but the Salesforce CRM Content User checkbox isn’t enabled on the user detail page, the Salesforce CRM Content app has no tabs.

What is the default tab in Salesforce?

The default tab on any Lightning page is Activity. So when you open any Salesforce Lightning Screen the Activity tab will be the one open for viewing. If you want to see the Details, you will need to move to that tab. If the information on the Details tab is more useful when users open a page, you can set the default tab on all pages to be Details.

How to set the default tab on all pages?

If the information on the Details tab is more useful when users open a page, you can set the default tab on all pages to be Details. 1. Have a record open on the page you want to set the default tab. Click the Gear (Setup) button and choose Edit Page. Find the section that contains Details.