Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Tabs


A tab is a user-interface element that, when clicked on, displays the record data on a page specific to that object.

Hiding and showing tabs

To customize your personal tab settings, navigate to Your Name | My Settings | Display & Layout | Customize My Tabs. Now, choose the tabs that will get displayed in each of your apps by moving the tab name between the Available Tabs and Selected Tabs sections, and click on Save. The following screenshot shows you the section of tabs for the Sales app:

To customize the tab settings of your users, navigate to Setup | Manage Users | Profiles. Now, select a profile and click on Edit. Scroll down to the Tab Settings section of the page, as shown in the following screenshot:

Standard tabs

Salesforce provides tabs for each of the standard objects that are provided in the application when you sign up. For example, there are standard tabs for Accounts, Contacts, Opportunities, and so on.

Note

The visibility of the tab depends on the setting on the Tab Display...