Disable “View Setup and Configuration” permission from the user’s profile to hide Setup menu for users in Salesforce. To leave a comment, click the button below to sign in with Google.
Full Answer
How do I access the Salesforce setup menu?
All setup options are all available from the Setup menu. The way you access the Setup menu depends on which Salesforce experience you’re using and on your organization’s user interface settings. Look at the top of any Salesforce page. If you’re using Lightning Experience, click , then select Setup Home.
What's new in Salesforce setup?
New in the Summer ’13 release, Salesforce improved the Setup user interface with an Improved Salesforce Setup Menu Interface. Now for the experienced Admin the first time you enable the new interface it will take you back to the first days of being an Admin- at least it did for me.
How do I set up my organization in Salesforce?
Salesforce includes many options for setting up, maintaining, and customizing your organization. If you’re a Salesforce administrator or developer, you use the Setup menu frequently. Available in: Salesforce Classic ( not available in all orgs ) and Lightning Experience All setup options are all available from the Setup menu.
How do I create a new setup page in Salesforce classic?
If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup. Enter the name of the Setup page, record, or object that you want in the Quick Find box, then select the appropriate page from the menu.
How do I hide setup options in Salesforce?
Lightning Experience:Click the Gear Icon.Click on “Setup”Under “Users” click on Users.Under Users, click on “Profiles”Click on the “Profile” you want to edit.Click on “Edit”Uncheck the “View Setup and Configuration” under the Systems Permission section.Click “Save”
How do I hide tabs in Salesforce?
In Salesforce ClassicClick Setup | Administration Setup | Manage Users | Profiles.Select the desired tab from the selected tabs or available tabs list.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.
How do I hide an object in Salesforce?
Direct way to do this is go to profile > click edit and un-check object access (read/create/edit/delete/view all/Modify all) and that object won't be visible to that profile.
How do I customize the Help menu in Salesforce?
You can add resources to the custom section of the Help Menu. To further customize the in-app help experience, add Learning Paths to get more robust features, such as due dates. From Setup in Lightning Experience, in the Quick Find box, enter Help Menu , and then select Help Menu. Enter a title for the custom section.
How do I set tab Visibility in Salesforce?
From Setup, either: ... Select a permission set or profile.Do one of the following: ... Specify the tab settings.(Original profile user interface only) To reset users' tab customizations to the tab visibility settings that you specify, select Overwrite users' personal tab customizations.Click Save.
What is tab hidden in Salesforce?
Individual users can customize their display to hide the tab or make it visible in other apps. The tab isn't available in the App Launcher or the All Tabs page, isn't visible in any app navigation, and is excluded from API responses.
How do I hide sections in a Page Layout in Salesforce?
All you have to do now is find the field you'd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And you're all set, the field is now hidden from the page layout!
How do I hide a field for a profile in Salesforce?
1:454:57Salesforce Lightning - Hiding Sensitive Fields - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd what we're going to see is that there's lots of information that we can can work with here. ButMoreAnd what we're going to see is that there's lots of information that we can can work with here. But specifically what I want to do is to go after the the settings the field level security settings.
How do I hide a field from edit page in Salesforce?
Can be done in any of the following ways:Make the field as read only (through page layout) - but remember system admin can edit read only fields also.Make the field as formula field.Override Edit button with visualforce page. In the page don't display that field.
Why would you customize the Help menu in Salesforce?
The Help Menu provides a few key resources that your users can access from anywhere. When users click the question mark in the header, a dropdown menu appears with contextual help chosen by Salesforce. You can add a global custom section with links to up to 30 resources of your own.
What's new about the setup tree in lightning experience?
One of the huge productivity upgrades that comes with the new Lightning Experience is the improved Setup. We've done a lot of usability testing and refactoring to revamp the Setup tree. We simplified it to have a logical and easy-to-navigate structure, using broad categories to make things more discoverable.
What can you Customise when creating a learning item?
When you customize Learning Paths, you can choose whom to assign a learning item to—individuals, public groups, or all users. You can choose whether to associate the learning item with a particular app or page in Salesforce. And you can choose whether to apply a due date to each learning item.
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Enabling the Improved Salesforce Setup Menu
Let me start by saying I enabled the improved interface in a Dev. org first and gave myself and other Admins a week or so to get used to it before we enabled it in our production org. And as a Good Salesforce Admin you should ALWAYS test in a Development or Sandbox org first. That said, it’s easy to enable.
My Personal Setup is now My Settings
As you can see from the graphic above Salesforce tossed out My Personal Setup and moved it to a very logical area under Your Name called My settings. Say what you will, but to me this makes sense to me. One of the issues I’ve had to deal with in terms of user adoption was getting users to click on setup to get to their settings.
Administration Setup is now Administer
With the My Personal Setup Menu out fo the way it makes sense to logically move up the Administration Setup menu and retitle it as “Administer”. As you can see in the graphic they basically left this menu alone, but pulled out a couple components that really did need their own section. So the new Administer section now has the following:
App Setup is now Build
The new Build section is basically the App Setup section with the “Deploy” section pulled out. I’m sure for Developers this makes life simpler and from an Admin training standpoint this also makes training a lot easier. So the Build Menu is now- Customize, Create, Develop.
