Click Details. 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.
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How do I change the default tab in Salesforce Lightning?
Similarly one may ask, how do I set a default tab in Salesforce? Click the Gear icon then Setup. In the Quick Find search box, enter ‘App Manager’ and click on it. Locate the App you want to configure. Select Edit. Click on Navigation Items. Click on the Custom Tab and move it to the top of the list. How do you customize your home screen lightning?
How do I change the default profile type in Salesforce?
From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile and scroll to the Custom App Settings section. One may also ask, how do I change the default record type in Salesforce?
What is the proper tab order in Salesforce?
Thoughts? The tab order in Salesforce.com is defined by the order of the fields. It generally goes from top to bottom, then left to right, although on my Contact page there are some sections that go left to right first and then top to bottom for reasons I cannot explain.
How do I set a default record type in Salesforce?
From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears. Select the data type to specify that you want to use the default record type whenever you create that type of record. Click Save. Similarly one may ask, how do I set a default tab in Salesforce?
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.
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 change the tab layout 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 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 change the default tab that is viewable when a record is opened in lightning experience?
How to change the default “Tab” that is viewable when a record is opened in Lightning ExperienceGo to Setup > Object Manager (Tab) > Select the Object related to the record.Once the object page opens, select “Lighting Record Pages” and select the page you want to update and when that page opens, select “Edit”. (More items…
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.
How do I customize the navigation bar in Salesforce?
Customize a Lightning App Navigation Menu in the Salesforce…Tap Menu in the navigation bar at the bottom of the screen.Tap Edit.Drag items to reorder them.Tap Save.
What are different types of tabs in Salesforce?
You can create three different kinds of custom tabs: custom object tabs, Web tabs, and Visualforce page tabs. Custom object tabs allow you to find, add, change, and delete the data in your custom objects. Web tabs display any Web application in a tab within a Salesforce application.
How do I change my default landing page?
In the menu bar on the top of your browser, click Tools.Select Internet Options.Click the General tab.Under “Home page,” enter: www.google.com .Click OK.Restart your browser.
How do I make lightning default in Salesforce?
From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. … Select the Roll Out phase.Click Launch Lightning Experience to expand the stage.Click Switch Users next to Make Lightning Experience the default interface. … Click the. … Save your selections.
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.
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.
