Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
Full Answer
Who can edit Records in Salesforce?
All users can view and report on records but not edit them. Only the owner, and users above that role in the hierarchy, can edit those records. All users can view, edit, and report on all records.
How do I change the name of a tab?
Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from the list, then click Edit. Original profile user interface—Click Edit, then scroll to the Tab Settings section.
How do I change the tab settings on my profile?
Do one of the following: Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from the list, then click Edit. Original profile user interface—Click Edit, then scroll to the Tab Settings section. Specify the tab settings.
How do I edit tab settings?
Tab settings specify whether a tab appears in the All Tabs page or is visible in a tab set. Select a permission set or profile. Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from the list, then click Edit.
How do I enable tab settings in Salesforce permissions?
Select the “User License” as “Salesforce” while creating the Permission Set. This will allow you to define Tab Settings for all objects. Make changes at the Profile level to ensure that the reps are given these permissions based on the requirement.
How do I update 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 add a tab visibility to a permission set?
From Setup, either: ... Select a permission set or profile.Do one of the following: ... Specify the tab settings.(Original profile user interface only) To reset users' tab customizations to the tab visibility settings that you specify, select Overwrite users' personal tab customizations.Click Save.
How do I restrict a user to access a custom tab in Salesforce?
Original profile user interface—Click Edit, then scroll to the Tab Settings section.Specify the tab settings. You need to specify the setting available there. Click on the hyperlink, you will get to know more about that.Click Save.
How do I customize my tabs?
When you open a new tab in Chrome browser, under the search box, you can see the websites you visit frequently.Open Chrome browser.Click New tab .On the right, click Customize .Go to Shortcuts and choose an option: ... Make your changes and click Done.To edit or remove a website, point to the icon.More items...
How do you customize tabs in 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 give access to tabs in Salesforce?
In Salesforce ClassicClick Setup | Administration Setup | Manage Users | Profiles.Select the desired tab from the selected tabs or available tabs list.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.
What is tab settings in Salesforce?
Tab settings specify whether a tab is visible in its associated app. They also determine whether a tab appears in the All Tabs page in Salesforce Classic and whether objects appear in the Lightning Experience App Launcher and navigation menus. Tab settings labels in permission sets differ from the labels in profiles.
What is custom tab in Salesforce?
Custom tabs let you display custom object data or other web content in Salesforce. When you add a custom tab to an app in Salesforce Classic, it appears as a tab. When you add a custom tab to an app in Lightning Experience, it appears as an item in the app's navigation bar and in the App Launcher.
Which permissions are by default enabled when we add tab to an application in Salesforce?
to add Tab to an App, user need customize Application permission on user's profile.
What is default tab option 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 manage permission sets in Salesforce?
Assign a Permission Set to Multiple UsersGo to Setup.Go to Permission set group and select the permission set with status showing as failed.Add dummy permission set to the group.Now save the permission set.Or try editing and saving one of the permissions from the group that would recalculate the permission set group.
What happens when you update your organization-wide defaults?
When you update the organization-wide defaults, you cause a sharing recalculation to run automatically and apply any access changes to your records. You receive a notification email when the recalculation completes and you can refresh the Sharing Settings page to see your changes.
Can you restrict access to Salesforce records?
You cannot use them to restrict access to records beyond what was originally specified with the organization–wide sharing defaults. By default, Salesforce uses hierarchies, like a role hierarchy, to automatically grant record access to users above the record owner in the hierarchy.
How long does it take for Salesforce to show recent items?
It can take up to 15 days for the objects that users work with regularly in both the Salesforce app and the full Salesforce site to appear in the Recent section. To make objects appear under Recent sooner, users can pin them from the search results screen in the full site. Tasks.
What happens if you don't include smart search items in Salesforce?
If you don’t include this item in the navigation menu, users can’t access any objects on the navigation menu. Note. Smart Search Items is required for users to get search results in the Salesforce for Android.
