Slaesforce FAQ

how to set default login tab in salesforce

by Skyla Howe Published 2 years ago Updated 2 years ago
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Click Setup | Under 'Administration' | Click Users | Profile 2. Click the Edit link to the left of the custom profile. 3. In the tab settings area, select the appropriate value from the picklist. The following choices affect tab visibility: Default On: Show the tab by default for users with this profile.

Looking at the "Tabs" properties on the far right of the page, you will see at the top "Default Tab" and this is where you select the default Tab that will be viewable when a record is opened by selecting an option in the drop down menu for the new default tab. 5. Select "Save" and then "Activation".

Full Answer

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 view details in Salesforce Lightning screen?

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 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:

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How do I set a default 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 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 default landing 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 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 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 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 assign an app to a profile 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.

Where is custom app settings in Salesforce?

Click the gear icon then go to Setup | Administration | Users | Profiles.Look for the Profile you want to modify.Click Edit.Under "Custom App Settings" uncheck the Visible checkbox to disable the App.Click Save.

How do I switch apps in Salesforce lightning?

As a Salesforce admin, you can change which apps appear in the Lightning Experience App Launcher. You can also control the order in which the apps appear from the app menu. 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.

How do I create a custom tab 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 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 set default value in lightning component?

0:006:06How to Set Default Values When You Create a New Record | SalesforceYouTubeStart of suggested clipEnd of suggested clipSo if you always want the value to be defaulted no matter where they click to create a new record orMoreSo if you always want the value to be defaulted no matter where they click to create a new record or how the new record was created you'd actually want to just set a default. Value right at the field.

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.

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