There has been quite a bit of buzz around Salesforce Lightning lately and of course, a solid push for everyone to migrate. Most companies are planning on making the switch, it’s just a matter of when. Though Lightning has a great many benefits and upgrades, transitioning will always have its challenges. Luckily, these changes are not insurmountable, and with a little time and research, easy to fix.
In that vein, let’s take a look at a fundamental topic: adding, moving, and customizing tabs on your Salesforce Lightning Home Page. When it comes to adding or removing tabs, the process is fairly simple, just accessed from a different location than in Classic. Next, if you would like to move around the order of the tabs, all you have to do is dig a little deeper into settings and you can set up your page just the way you like it. Stay tuned in future weeks for more tips and tricks relating to Salesforce and the Lightning Experience.
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.