Slaesforce FAQ

how to set default app in salesforce

by Alek Lakin Published 2 years ago Updated 2 years ago
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Assign the Salesforce console to user profiles: Check the Visible box to choose the user profiles for which the app is available. Check the Default box to set the app as that profile’s default app, meaning that new users with the profile see this app the first time they log in. Profiles with limits are excluded from this list.

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.

Full Answer

How to set up default app in Salesforce Lightning?

Setting up default app in salesforce lightning 1 Make sure app is visible and default. (Go to Setup -> Profiles -> Select Profile -> App Permissions -> Edit -> Select... 2 Enable 'Use Identity Features'. Go to Setup -> Profiles -> Select Profile -> System Permissions -> Edit -> Select... More ...

How do I set an app as the default app?

Under Setup visit Build > Create > Apps Select Edit on the app you want to be the default, you can then select all the profiles you want to set the app as default for in the list at the bottom of the edit page:

How to change default app for all profiles at once?

I don't want to go on each profile then edit and then change default app. I want to change it for all profile at once. Show activity on this post. Select Edit on the app you want to be the default, you can then select all the profiles you want to set the app as default for in the list at the bottom of the edit page:

How to set classic experience as default landing screen in Salesforce?

How to set Classic Experience as default landing screen 1 Setup -> Profile -> Click on your profile. 2 Go to "General User Permissions" section. 3 Enable "Remain in Salesforce Classic". More ...

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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 change the default page in Salesforce?

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.

How do I enable an app 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.

What is 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.

How do I find my default Home page in Salesforce?

Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.

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.

How do I change the tab of a custom object in Salesforce?

From Setup, in the Quick Find box, enter Tabs , then select Tabs.Click New in the Custom Object Tabs related list.Select the custom object to appear in the custom tab. ... Click the Tab Style lookup icon to show the Tab Style Selector. ... Click a tab style to select the color scheme and icon for the custom tab.More items...

How do I assign a default app to a profile in Salesforce?

If you are using the Enhanced Profile User Interface:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile and click Assigned App.Click Edit.Select Default next to the Lightning app.Click Save.Log out and log in again.

Where is application settings in Salesforce?

The Apps section of the permission sets overview page contains settings that are directly associated with the business processes the apps enable. For example, customer service agents might need to manage cases, so the “Manage Cases” permission is in the Call Center section of the App Permissions page.

How do I add apps to the Salesforce app launcher?

Follow these steps to provide access to AppLauncher for users with this profile:Go to Setup | Create | Apps, and create an App selecting 'App Launcher' tab.Assign it to the Force.com - App Subscription cloned profile where 'Use Identity Feature' permission is enabled per step 2.

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