How to Set Default Landing Page in Salesforce

In this Salesforce tutorial, I will explain how to set the default landing page in salesforce lightning and salesforce classic.

A default landing page is a page that the user is the lay hold of upon logging into the salesforce account or platform. This default landing page can be specially made for displaying the applicable information and functionality to the user based on their role and profile.

For setting the default landing page in salesforce, I found a solution that helped us. So in this tutorial, we will understand how to set the default landing page in Salesforce.

So, here we will discuss these topics in this Salesforce tutorial:

  • What is a default landing page in Salesforce?
  • What default landing page can do in Salesforce?
  • Types of the default landing page in Salesforce
  • Characteristics of the default landing page in Salesforce
  • How to set the default landing page in Salesforce Lightning
  • How to set the default landing page in Salesforce Classic

What is a default landing page in Salesforce?

In Salesforce, a default landing page can be specially made for displaying the applicable information and functionality to the user based on their role and profile. By default, the landing page is the Home tab, which gives a review of related tasks and activities.

Although the administrator can construct the default landing page to be any other page or tab in a system like a dashboard, report, or list view.

Setting a default landing page can help the user experience and increase productivity by giving quick access to the main or recurrent used features. It can also help in ensuring regularity across the organization by imposing particular workflows or processes.

So, with this, we learn about what is a default landing page in Salesforce. Further, we will learn about what a default landing page can do in Salesforce.

What default landing page can do in Salesforce?

The default landing page can give us some benefits and functionality to the users:

  • Quick Navigation: The default landing page gives the users quick access to the information the user needs without having to search for it. It can also provide a shortcut to regularly used features like reports, custom pages, and object pages.
  • Collaboration: The default landing page also gives access to collaborative and social features like new feeds, groups, and chatter feeds. This also permits the users for sharing information and asking questions.
  • Access to key information: The default landing page can give a review of key information applicable to the users like tasks and activities. This permits the users to fast access their workload.
  • Customization: The default landing page can be customized to display or hide particular component that are depending on the user’s roles and preferences and this permit the users to adapt their experience and focus on the most valuable information.
  • Compliance: The default landing page can impose particular workflows like approval, and validation. It makes sure consistency and consent across the organization and decreases the risk of errors.
See also  How to Create Cross-Object Formula fields in Salesforce

In this way, we learn about What a default landing page can do in Salesforce.

Types of the default landing page in Salesforce

In Salesforce, there are several types of default landing pages that can be designed for various types of users. Here are some common types of default landing pages:

Home Page: The default landing page in salesforce can give a review of recent tasks and key preferences for the users and there are home pages that can construct with several components like calendars, news feeds, and dashboards.

App Page: The app page can be constructed with different components like custom pages, dashboards, reports, etc. The default landing page gives access to a particular salesforce app that holds a collection of tabs and objects which are connected to the particular business processes.

Object Page: The object page can be constructed with different layouts and fields which are depending on the user profiles. This default landing page gives an approach to a particular object like opportunity, cases, and accounts and also shows related lists and actions.

Custom Page: The custom page can be designed by the administrator or developers for a particular user group or use cases. This default landing page is a third-party functionality like the app, integration that increases the capability of salesforce.

Record Detail Page: The record detail page can be designed with different fields, sections, and related lists which are depending on the user profile. The default landing page shows particular information about certain records like accounts, opportunities, and contacts.

This is how we can learn the different types of the default landing page in Salesforce.

Characteristics of the default landing page in Salesforce

Here we are discussing the characteristics of the default landing page in salesforce. The characteristics of the default landing page in Salesforce can turn on the type of page and the user role.

Although some of the common default landing pages in the salesforce are:

Navigation: The default landing page gives us uncomplicated navigation to the main functions and features in Salesforce. It frequently involves tabs, menus, and links which permit the users for fast access to key information.

Personalization: It shows the important information and features that are applicable to the user’s functions and responsibilities. The default landing page is personalized to the user’s role, preferences, and profile.

Customization: The administrator customizes the default landing page to encounter the needs of different users’ functions and roles. The users can also customize the page to some areas like removing and adding the components.

Information Display: The default landing page shows some of the main information about the user’s work like recent activities, records, and upcoming tasks. It also involves a dashboard and reports for helping the users for recognising the key matrices.

See also  How to Send List Email from Campaign in Salesforce

Responsiveness: The default landing page is created for the variation of devices and the screen sizes for responsive and work well. It can use a responsive design method to make sure that the page looks good and the functions perform well on laptop, desktop, tablet, and mobile devices.

Now, let’s move ahead and see how to set the default landing page in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Read How to Create Custom Detail Page Button in Salesforce

How to set the default landing page in Salesforce Lightning

Here we are setting the default landing page in salesforce lightning. If you want to learn how to set the default landing page in salesforce lightning follow these steps:

Step-1: Login into the Salesforce lightning account. Go to the profile picture that is present at the right top corner. Click on the profile picture then click on the settings option that is present beside the Logout option.

How to set default landing page in salesforce
How to set the default landing page in salesforce

Step-2: After clicking on the setting option the personal information page is open. On the left side, there is a display and layout option. Click on the drop-down arrow of the display and layout option.

After clicking on the drop-down arrow the drop-down list is open. Select the Customize My Pages option from the drop-down list.

How to set default landing page in salesforce lightning
Click on the customize pages option

Step-3: After clicking on the customize my page option, the customize my pages page is open there is a change my display label where we can select the page for a specific tab to configure that page and this page is automatically selected.

After that uncheck the additional option that makes setup my default landing page the click on the save button.

Set default landing page in salesforce
Uncheck the make setup my default landing page option

Step-4: After clicking on the save button the pop-up message is shown under the change my display label. The message that is displayed on the screen is Your setting has been successfully saved.

Set default landing page in salesforce lightning
Set default landing page in salesforce lightning

Step-5: After change, the setting of the additional option then click on the profile picture again and click on the logout option for logging out to the Salesforce lightning account for refreshing the page.

Salesforce set default landing page
Click on the logout option

Step-6: After clicking on the logout option our salesforce account is logged out. Now again log in. Go to Salesforce.com then enter the username and the Password after that click on the Login button and our salesforce lightning account are open again.

Salesforce lightning set default landing page
Login into the Salesforce account

Step-7: After login into the Salesforce lightning account, the Sales Home page is open by default because of changing the default landing page option.

Salesforce lightning set the default landing page
The Sales Home page is open

In this way, we have learned how to set the default landing pages in salesforce lightning. Further, we will learn how to set the default landing page in Salesforce classic.

How to set the default landing page in Salesforce Classic

Here we are setting the default landing page in salesforce Classic. If you want to learn how to set the default landing page in salesforce Classic follow these steps:

See also  How to Download Login History in Salesforce

Step-1: First, login into the Salesforce classic account then go to the profile name. Click on the drop-down arrow of the Profile name. The drop-down list is open there are lots of options under the drop-down arrow list. Select the My Setting option under the list.

How to set default landing page in salesforce classic
How to set the default landing page in salesforce classic

Step-2: After clicking on the My Setting option, my setting page is open. Click on the display and layout option that is present in the left sidebar and under the display and layout there is customize my page option. Click on the customize my page.

Set default landing page in salesforce classic
Click on the display and layout

Step-3: After clicking on the customize my page option, the customize my pages page is open there is a related list and dashboard label present where we can select the page for a specific tab to configure that page and this page is automatically selected.

After that select the checkbox of the additional option that makes setup my default landing page then click on the save button.

Salesforce classic set default landing page
Click on the save option

Step-4: After clicking on the save button the pop-up message is shown under the change my display label. The message that is displayed on the screen is Your setting has been successfully saved.

How to set the default landing page in salesforce classic
How to set the default landing page in salesforce classic

Step-5: After changing, the setting of the additional option then click on the profile picture again and click on the logout option for logging out to the Salesforce lightning account for refreshing the page.

Set the default landing page in salesforce classic
Set the default landing page in salesforce classic

Step-6: After clicking on the logout option our salesforce account is logged out. Now again log in. Go to Salesforce.com then enter the username and the Password after that click on the Login button and our salesforce classic account are open again.

Salesforce classic set the default landing page
Click on the login option

Step-7: After login again into the Salesforce classic account, the Setup Home page is open by default because of changing the default landing page option.

How to set a default landing page in salesforce classic
How to set a default landing page in salesforce classic

In this way, we have learned about how to set the default landing page in Salesforce classic.

You may also like to read the following Salesforce tutorials.

Conclusion

In this tutorial, we have learned about What is a default landing page in salesforce. We have also discussed What the default landing page can do and also discuss the types of the default landing page in salesforce. In addition, we have covered how to set the default landing page in salesforce lightning as well as salesforce classic.

  • What is a default landing page in Salesforce?
  • What default landing page can do in Salesforce?
  • Types of the default landing page in Salesforce
  • Characteristics of the default landing page in Salesforce
  • How to set the default landing page in Salesforce Lightning
  • How to set the default landing page in Salesforce Classic