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Topics#Data ManagementJohn Pollard's Question
John Pollard (Hexagon US Federal) asked in #Data Management
Jun 26, 2020, 8:11 PM

Change default tabs in accounts by user??

On account records in LEX, we have the Details tab as the default tab. This works for most users, but we have certain groups of usere where it would be a great efficiency increase if, for them, the account record defaulted to the Related tab. The documentation is not very concise on any of this. Can anyone distill this down to a short set of bullet points on what to do here?
3 answers
  1. Ken Shvetz (Agility Recovery)
    Mar 13, 10:19 PM

    The OP is asking about setting the default tab by User or Profile, NOT cloning and assigning a whole new Lightning record page to manage for every single set of users!  This is the Salesforce administrative nightmare / disaster we're already stuck with and defeats much of the purpose of using Dynamic Forms / Lighting Record Pages over Classic layouts to begin with. Another huge gap with Dynamic Forms from Salesforce (4+ years and waiting).  What good is trying to use Dynamic Forms if you still have to default everyone to the same tab OR are still stuck with "layout sprawl" cloning pages just to land Sales on the Sales tab, Marketing on the Marketing tab, etc.?  

     

    Please upvote this on the IdeaExchange and let's hope it gets some attention by Salesforce so we can actually start using Dynamic Forms in any meaningful way to cut down on page layouts.  

     

    https://ideas.salesforce.com/s/idea/a0B8W00000QcmJaUAJ/customizable-default-landing-tab-for-record-page-tab-set

     

    #Salesforce #Salesforceadmins #Dynamic Forms

      

    @Cheryl Feldman

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