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Upgrade your Salesforce App to Lightning

Although you may be viewing your Org in the Lightning format, you may also have run an upgrade.  If you are unable to make changes to layouts and such and/or the Information icon says to upgrade, then you will need to do the following: Read more

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Customizing the Lightning Highlights Panel

Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page.  You can edit each page highlights panel to include up to six fields.  These fields will be data that will help the user ‘know’ the contact or easily access their contact information.  Standard and custom fields can be displayed here so you can create formula field to put several together (e.g., Rep + Territory + State) to get more information into the panel. Read more

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Set Lightning Page Tab Order

Lightning pages use tabs to organize data on the screen.  By default the Activity and Details tabs are displayed.  To better organize your data, you can reorder the tabs to work with keyboard commands or regular viewing. Read more

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Set Details Tab to be the Default Tab

The default tab on any Lightning page is Activity.  So when you open any Salesforce Lightning Screen the Activity tab will be the one open for viewing.  If you want to see the Details, you will need to move to that tab. Read more