Slaesforce FAQ

how to set defaul salesforce login app

by Laney Wolf Published 2 years ago Updated 2 years ago
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Make the App Launcher the default when users log in for the first time.
  1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
  2. Select a profile and scroll to the Custom App Settings section.
  3. Select Default next to the Lightning app.

How do I change the app launcher in Salesforce?

The App Launcher displays a user's available Salesforce apps and the connected apps that a Salesforce admin installs for the org. From Setup, enter App Menu in the Quick Find box, then select App Menu. From the list of app menu items, drag the apps to change their order. Changes take effect immediately.

How do I give an app access 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 set the homepage in Salesforce app?

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. To restore the standard Home page, select System Default.

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 app permission in Salesforce?

App permissions control what users can do within a specific app. For example, the “Import Leads” permission allows users to import leads in a sales app, while “Manage Cases” allows users to manage cases in a call center app.

How do I authorize a connected app?

Go to the connected app settings (Settings > Manage Apps > Connected Apps), and under the OAuth Policies section, choose "Admin approved users are pre-authorized" under "Permitted Users". Afterwards, you'll need to edit each profile and check the permission in the Connected App Access section.

How do I change the login page in Salesforce?

Customizing your Salesforce login pageNavigate to Setup | Administer | Domain Management | My Domain.Go to the Login page branding section and click on Edit.Click on Browse and upload the Header Logo if you want to use your ...

How do I assign a Home page to Salesforce profile?

Assign Home Tab Page Layouts to ProfilesFrom Setup, enter Home Page Layouts in the Quick Find box, then select Home Page Layouts.Click Page Layout Assignment.Click Edit Assignment.Choose the appropriate page layout for each profile. ... Click Save.

How do I change the default landing page in Salesforce Classic?

Steps to follow in Salesforce ClassicClick on Setup.In the Quick Find search box, enter Apps and click it.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.

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 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.

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