Slaesforce FAQ

how to change tab settings in salesforce for a profile

by Mr. Saige Batz Published 2 years ago Updated 2 years ago
image

Customize the Overview tab on the profile page.

  • Navigate to Setup | Build | Create | Apps.
  • Scroll down to Subtab Apps section.
  • Click on the Edit link right next to Profile (Others)
  • Add the new tab to the selected tabs section.
  • Save the changes.
  • Repeat steps 3 to 5 for Profile (Self) Knowledge Article Number 000339345.

In Salesforce Classic
  1. Click Setup | Administration Setup | Manage Users | Profiles.
  2. Select the desired tab from the selected tabs or available tabs list.
  3. Click Remove or Add to move the tab to the available tabs list or selected tabs list.
  4. Click Save.

Full Answer

How do I change the tab settings on my profile?

Do one of the following: Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from the list, then click Edit. Original profile user interface—Click Edit, then scroll to the Tab Settings section. Specify the tab settings.

How do I edit tab settings?

Tab settings specify whether a tab appears in the All Tabs page or is visible in a tab set. Select a permission set or profile. Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from the list, then click Edit.

How do I reset Users' tab customizations?

(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 display customization in Salesforce?

Salesforce allows each user to customize their display, including control of which tabs are turned on and which related lists are displayed on each detail page. Note: For Professional Edition, display customization is a user-specific setting.

image

Where is Tab Settings Salesforce profile?

Original profile user interface—Click Edit, then scroll to the Tab Settings section.

How do I enable tab settings in Salesforce permissions?

Click on the object, we'll click the Account object in this use case. From the Account object page, we can see an option called Tab Settings. Click Edit on the page and depending on your use case you can set the tab to Available or Visible. Now the account tab will be visible to any users assigned the permission set.

What settings can you configure on a profile Salesforce?

Required Editions and User PermissionsSettingTo view or edit, go toTab visibility settingsTab SettingsExecutable Apex classesEnabled Apex Class AccessExecutable Visualforce pagesEnabled Visualforce Page AccessService presence statusesEnabled Service Presence Status Access12 more rows

How do I change the object settings in Salesforce profile?

Click Edit, then scroll to the Object Permissions section. Original profile user interface—Click Edit, then scroll to the Standard Object Permissions, Custom Object Permissions, or External Object Permissions section.

How do I give a tab permission to my profile?

Do one of the following:Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from the list, then click Edit.Original profile user interface—Click Edit, then scroll to the Tab Settings section.

How do I restrict a user to access a custom tab in Salesforce?

Original profile user interface—Click Edit, then scroll to the Tab Settings section.Specify the tab settings. You need to specify the setting available there. Click on the hyperlink, you will get to know more about that.Click Save.

What settings can you specify on a profile?

A profile controls “Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges. You can define profiles by user's job function.

Can we edit standard profiles in Salesforce?

NO. We cannot modify "Standard Profiles". The only way to achieve this is to "Clone" the standard profile, modify the permissions on the cloned profile and assign the cloned profile to the user.

Which profile type can be customized in Salesforce?

With editions that contain custom profiles, you can edit all permissions and settings except the user license. In Contact Manager and Group Edition orgs, you can assign standard profiles to your users, but you can't view or edit the standard profiles, and you can't create custom profiles.

Where is object settings in profiles Salesforce?

Find Profiles in Setup. Select a profile and then click Object Settings. Click Edit to see its settings. Set the most restrictive settings and permissions you can for this user type, and save.

Where is object settings in profile?

To see all objects, click Object Settings. On the Object Settings pages in the enhanced profile user interface, you can: View or edit: Tab settings.

How do I provide an object access to all profiles in Salesforce?

4 Answerscreate a list view on Profiles, filtering on the profiles you want to modify.add only the columns Read,Create,Edit,Delete,ViewAll and Modify All for the objects you want to assign (by searching on 'object permissions'save the list view.tick the 'select all' checkbox at the top-left of the list view.More items...•

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9