Salesforce Navigation Tips

A handful of small Salesforce configuration changes can make day-to-day navigation noticeably smoother for your team. None of these are required — pick whichever are useful for how your staff works.

Add a Campaigns Tab

If your team works with Campaigns often (for example, waitlists and lotteries) but doesn't see a tab for them:

1. Go to Setup → App Manager
2. Find the app your staff uses and click Edit
3. Go to Navigation Items
4. Move Campaigns from the Available list to the Selected list
5. Save

Default to the Details Tab

By default, Salesforce may open records to an Activity or Chatter-focused view instead of the record details. To make Details the default:

1. Go to Setup → Object Manager → [Object] → Lightning Record Pages
2. Edit the relevant record page in Lightning App Builder
3. Select the tab component and set the Selected Tab default to Details
4. Save and activate

Repeat for Campaigns, Service Files, or any other object where staff land often.

Show Campaign History on Contacts

To let staff see a Contact's full campaign involvement — and jump straight to a specific membership record — without leaving the Contact page:

Step 1: Add a Link Field to Campaign Member

The Campaign History related list doesn't include a direct link to the Campaign Member record by default. Adding a formula field fixes that:

1. Go to Setup → Object Manager → Campaign Member → Fields & Relationships → New
2. Choose Formula as the field type, with a Text return type
3. Use a formula like the one below to build a link to the record:

HYPERLINK("/" & Id, "View Member", "_self")

1. Save, then set field-level security so your staff profiles can see it

Step 2: Add Campaign History to the Contact Layout

1. Go to Setup → Object Manager → Contact → Page Layouts
2. Open the layout your staff uses
3. Add the Campaign History related list
4. Include Member Status and the link field you just created in the related list columns
5. Save

Staff can now see a Contact's full campaign history and click straight through to any Campaign Member record from the Contact page.

Favorite Frequently Used Campaigns, Reports, and Dashboards

Salesforce Favorites let staff pin the Campaigns, Reports, and Dashboards they use most, so they don't have to search for them each time:

1. Open the record, report, or dashboard
2. Click the star icon near the top of the page
3. It will now appear under the Favorites dropdown in the navigation bar

Tip: Favorites are personal — each staff member will need to star their own frequently used items.