Setting up default app in salesforce lightning
- Make sure app is visible and default. (Go to Setup -> Profiles -> Select Profile -> App Permissions -> Edit -> Select…
- Enable ‘Use Identity Features’. Go to Setup -> Profiles -> Select Profile -> System Permissions -> Edit -> Select…
- 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.
- Log out and log in again.
Table of Contents
How do I add a default tab in Salesforce Lightning?
Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page. Additionally, how do I add a standard tab in Salesforce?
How to set default app configuration in Lightning?
In lightning you would have to go to: Setup> Apps> App Manager, and then create a Lightning app. In the wizard you’ll see you can configure mostly everything, including which profiles will have access to it. I hope it is useful! Show activity on this post. Default app configuration comes from Profile.
How to assign a default app in Salesforce?
Go to Setup -> Profiles -> Select Profile -> System Permissions -> Edit -> Select ‘Use Identity Features’ You should see the default app on refresh of home page. Assigning a default app will only allow Users to see the app when they login to Salesforce for the first time.
How do I change the default landing page in Salesforce?
Click on the Custom Tab and move it to the top of the list. Simply so, how do I change the default landing page in Salesforce? Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page.
How do I enable an app in Salesforce lightning?
To open your app page, from Setup, enter Lightning App Builder in the Quick Find box, select Lightning App Builder, and then click Edit next to the page.In the Lightning App Builder, click Activation.Update the activation properties, if desired. … Add the page to one or more Lightning apps.More items…
How do I change the app launcher in Salesforce?
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. … Optionally, click Visible in App Launcher or Hidden in App Launcher to show or hide individual apps from the App Launcher for all users in the org.
How do I change the default landing page in Salesforce lightning?
While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page. To restore the standard Home page, select System Default.
How do I switch from classic app to lightning app in Salesforce?
How to Upgrade Classic Apps to Lightning AppsFrom the Home tab in Setup, enter App in the Quick Find box, then select App Manager.Find the Classic app that you want to upgrade in the apps list.Click. , and select Upgrade.New pop up window will appear with App Name and Developer Name. Click Save.
Where is app launcher in Salesforce lightning?
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.
How do I manage 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 change my default landing page?
In the top corner of Internet Explorer, select Tools , and then select Internet options. On the General tab, under Home page, enter the URL of the site you want to set as a homepage.
How do I set the default page layout in Salesforce?
How to create custom Page layouts in Salesforce?Select the existing page layout from the drop down menu.Enter page layout name.Click on Save button.
How do I assign a lightning Home page to my profile?
Assign Custom Home Pages to Specific Apps and Profiles From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder. click Activate from the Page Saved dialog or click Activation. While editing a Lightning app, select the Pages tab, click Open Page, then click Activation.
How do you know whether a classic app is accessible in lightning experience?
You can tell they’re Classic apps by the App Type column (2) and that Lightning Experience users can access them by the checkmark in the Visible in Lightning Experience column (3). An exception is the classic version of Sales, which isn’t visible because we provide a Lightning version of that app (4).
How do I access Salesforce Classic?
Change the UI from Lightning Experience to Salesforce ClassicClick your Avatar in the top right-hand side of the screen.Click Switch to Salesforce Classic.
How do I upgrade Salesforce from CPQ to lightning?
Configure a custom Lightning App for Salesforce CPQ optionally allow users to personalize their navigation barFrom the Setup page, type “App Manager” into the Quick Find.Select the “New Lightning App” button.Add an App Name. … Make selections to set up the custom app.Add any utility items you may want.More items…