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Show or Hide Tabs for Users in Salesforce

Дата публикации: Feb 14, 2025
Описание
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.
Решение

Note: For Professional Edition, display customization is a user-specific setting. There is no way for an administrator to turn tabs on or off for all users at once.

If you are a System Administrator, you can forward these instructions to your users to have them turn Tabs on or off:

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.
 
In Lightning Experience
1. Click your avatar | Settings | Display & Layout | Customize My Pages
2. Select a page from the picklist for a specific tab to configure that page.
3. Click Remove or Add to move the tab to the available tabs list or selected tabs list.
4. Click Save.


Note: For Enterprise Edition, custom profiles can control which tabs appear. To customize an existing custom profile and hide or turn off tabs, follow these steps:

In Salesforce Classic

1. Select Setup | Administration Setup | Manage Users | Profiles
 

In Lightning Experience (with Enhanced Profile User Interface turned off)

1. Select Setup | Administration | Users | Profile 
2. Select the Edit link to the left of the custom profile that you will update.
3. Scroll down to Tab Settings and select the appropriate values from the picklist.

 

In Lightning Experience (with Enhanced Profile User Interface turned on)

  1. Select Setup | Administration | Users | Profile
  2. Select the custom profile to update.
  3. Under Apps, select Object Settings.
  4. Select the Object Name you wish to adjust.
  5. Click Edit on the object to control the tab setting.


The following choices affect tab visibility:

  • Default On: Show the tab by default for users with this profile. Individual users can override this setting for their login.
  • Default Off: Hide the tab by default for users with this profile. Individual users can override this setting.
  • Tab Hidden: Hide the tab and do not allow individual users to override this setting in their personal customization.


Note: To know more about the Lightning Experience Original and the Enhanced interface, please visit Working with Profiles in the Original Profile Interface and Enhanced Profile User Interface Overview.

Watch the video from Salesforce Support on How Do I Customize and Organize My Tabs in Lightning.

 

Дополнительные ресурсы

Tab Settings

Номер статьи базы знаний

000385181

 
Загрузка
Salesforce Help | Article