posted Jul 1, 2011, 12:19 PM by Ezra Kenigsberg
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updated Jul 1, 2011, 12:53 PM
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#DataTipOfTheDay 2011-07-01Q: "How do I override the 'Recent Accounts' view when I click the Accounts tab?"
A: I don't know a point-and-click way to do this. It can be done by replacing the tab with a five-line Visualforce page: - Navigate to the Accounts tab
- Choose the View (eg, "All Accounts") that you want to appear when you click the Accounts tab
- Copy everything in the URL after "https://xxx.salesforce.com"
- Navigate to Setup | Develop | Pages
- Click the "New" button
- Give the new Page a Label and Name that describes the View, like "All Accounts". Remember that Name, unlike Label, can contain only letters, numbers, and underscores.
- Copy-and-paste the following text into the Visualforce Markup area, replacing the red text with the URL fragment you copied in step 3:
<apex:page>
<script type="text/javascript">
parent.frames.location.replace("/001?fcf=000000000000000");
</script>
</apex:page> - Click Save
- Navigate to Setup | Create | Tabs
- Click the "New" button in the "Visualforce Tabs" section
- Select the Visualforce Page you just created from the picklist, and choose whatever Tab Label, Tab Name, and Tab Style you like
- Click the "Next" button
- Activate/deactivate the Tab for the relevant Profiles and click the "Next" button
- Activate/deactivate the Tab for the relevant Apps and click the "Save" button
- Hide the standard Accounts tab from all desired Apps (Setup | Create | Apps) and/or Profiles (Setup | Manage Users | Profiles)
That should do it!
This approach works with any object, not just Accounts. |
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