Today’s tip comes courtesy of a recent client question that yielded great results. Specifically, the question came up, “what do I do if I want to override the default page for the Opportunities Tab?” The solution here comes in two parts.
First, you need to create the custom Visualforce Page that will be used to replace the default home page. This will probably be the tough, time consuming part as you need to build out your Apex code to make the page. However, once that is done, the second step is quick and painless. Simply, go to Setup –> Customize –> Opportunities –> Buttons and Links –> Then Edit link next to the Opportunity tab. Upload your custom page and that’s it! This procedure can be used to edit and customize any tab or page within Salesforce.
-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.