Slaesforce FAQ

how to set default landing app in salesforce

by Devonte Hauck Jr. Published 2 years ago Updated 2 years ago
image

Steps to follow in Salesforce Classic

  • Click 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.

In Salesforce Classic
  1. Click on Setup.
  2. In the Quick Find search box, enter Apps and click it.
  3. Locate the app and click Edit.
  4. Select an object as the default landing tab on the drop down arrow.
  5. Assign it to Profiles.
  6. Click Save.

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 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 ...

How to set default landing page for default app?

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. p.s. Note that this isn't foolproof. If people want to get around it they can easily just specify a different starting page for their login for example:

How to set app launcher as default settings?

Under Tab Settings, verify that the App Launcher tab is set to Default On. Additionally in Administrative Permissions, select Use Identity Features After above step you will see "App Launcher" in App menu for the user you have configured the profile. Open App Launcher and set your defaults, you can reorder the apps and can create new landing pages.

image

How do I set the default 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 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 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 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.

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.

Where is app launcher in Salesforce?

To open the App Launcher, from the drop-down app menu at the upper-right corner of any Salesforce page, select App Launcher. In the App Launcher, click the tile for the app that you want.

Where is app menu in Salesforce?

The app menu is a dropdown in the upper-right corner of every page in Salesforce Classic. If enabled, the App Launcher is listed in the dropdown menu.

What is the use of an app launcher in Salesforce?

The App Launcher is how users switch between apps. It displays tiles that link to a user's available Salesforce, connected (third-party), and on-premises apps. You can determine which apps are available to which users and the order in which the apps appear.

How do I make my app launcher app visible?

For a connected app to be visible on the App Launcher, it must have a Start URL defined on the Manage connected app page, the user must be authorized to see it, and it must be marked as "Visible in App Launcher" on the "App Menu" setup page.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9