Go to Setup (gear icon) Scroll down to Platform Tools and select ” Apps ” Click on ” App Manager ” Hover over ” Recurly ” and then click Edit. Scroll down to view the Available Tabs & Selected Tabs boxes.
- Click on the Opportunities tab (If not already visible in your existing tab bar, click the plus sign to view all tabs)
- Click the “View” drop down list below.
- Click “New This Week,” “Won,” etc.
Table of Contents
What can I do with the Salesforce Lightning app?
Add and Customize Tabs on Lightning Pages Using the Lightning App… Track Certain Data Privacy Preferences for Leads and Contacts… Formulas: How Do I … ? Can I use the same domain name for my Salesforce Sites and my… What Can I Do with External Services? Use External Change Data Capture to Track Data Changes on External…
What are some writable external objects considerations for Salesforce Lightning?
Writable External Objects Considerations for Salesforce… Build Localized Component Labels and Attribute Values on Lightning… Add and Customize Tabs on Lightning Pages Using the Lightning App…
What is a tab set in Lightning?
A single tab that is nested in a lightning:tabset component. Tabs with ID Each tab can have an id attribute, which you use to define the default tab selected when the parent tabset is rendered. In this example, the second tab is selected by default.
How do I change the default cookie settings in Lightning?
To change your cookie settings and preferences, click the Cookie Consent Manager button. A single tab that is nested in a lightning:tabset component. Tabs with ID Each tab can have an id attribute, which you use to define the default tab selected when the parent tabset is rendered.
How do I add opportunities tab in Salesforce?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the ‘Quick Find’ search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from ‘Available Items’ and add them to ‘Selected Items. ‘Click Save.
How do I see all tabs in Salesforce lightning?
Yes, it is a two-step process which is what makes it a bit confusingGo to the Home Page and click the SETUP GEAR ICON >>Under PLATFORM TOOLS >> APPS will appear.Click on APPS and APP MANAGER will appear.Click APP MANAGER >>Within the APP MANGER screen find SALES – Lightning Sales in the List.More items…•
How do I enable tabs in Salesforce lightning?
In Lightning ExperienceClick your avatar | Settings | Display & Layout | Customize My Pages.Select a page from the picklist for a specific tab to configure that page.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.
How do you add opportunities in Salesforce lightning?
To create an opportunityLog in to Salesforce.com.Navigate to the Opportunities tab, and click New.Enter the Opportunity Name, Account Name, Close Date, and Stage.Enter additional information as required.Click Save.
What are tabs in Salesforce lightning?
0:064:46How Do I Customize and Organize My Tabs in Lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can do that with records too so accounts contacts opportunities pick a record that you like. AndMoreYou can do that with records too so accounts contacts opportunities pick a record that you like. And you could favorite it don’t forget we do have this favorites kind of like a bookmark.
How do I change tabs in Salesforce lightning?
In Lightning, go to ⚙ (Gear), Setup Home > Apps > App Manager > Sales (Developer Name: LightningSales), ▼ (Arrow Dropdown) Edit, select the SELECT ITEMS tab, and then you can move items to the left to remove them, to the right to add them, and up or down to choose the order from left to right (topmost item will appear …
How do I view tab permissions in Salesforce?
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.
Where is tab setting Salesforce?
Required Editions The tab doesn’t appear in an app’s navigation bar, but it is available in the App Launcher in Lightning Experience and on the All Tabs page in Salesforce Classic. Individual users can customize their display to make the tab visible in any app. The tab appears in an app’s navigation bar.
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 view opportunities in Salesforce?
How to: View Your Opportunities in Salesforce.comClick on the Opportunities tab (If not already visible in your existing tab bar, click the plus sign to view all tabs)Click the “View” drop down list below.Click “New This Week,” “Won,” etc.More items…
How do I open an opportunity in Salesforce?
To create an opportunity, go to the relevant Account or Contact detail page and follow these steps:Select the Create Opportunity option from the Create New drop-down list on the sidebar. … Fill in the fields as much as you can or as required. … Click Save when you’re done.
How do I enable opportunity products in Salesforce?
Navigate to the opportunity that you want to edit.In the Products related list, select Add Products, or select Edit next to a product in the list. … Find the products you want to add to this opportunity. … In the Quantity field, enter the number of products at this price.Enter the sales price for the product.More items…