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Tip of the Week

Tip of the Week – Overriding Tabs and Pages in Salesforce

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.

Click Here for More on Creating Visualforce Pages  

-Ryan and the CMB Team

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