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Work with Salesforce Console Primary Tabs and Subtabs in Salesforce Classic
Learn how you can get the most out of working with a console’s primary tabs and subtabs.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
A Console’s Primary Tabs and Subtabs
(1) A primary tab is the main item to work on, such as an account. (2) A subtab is a related item on a primary tab, such as an account’s contact. Salesforce doesn't limit the number of tabs you can display.
When viewing tabs,
appears on tabs where you haven't saved changes,
except for reports, Visualforce pages, or your Salesforce org’s setup pages.
appears on tabs where you need
to fix errors. If your administrator has added external domains to a console’s allowlist, tabs
can display pages outside of Salesforce. New tabs don’t appear when you click a custom button
or change a record's type, owner, or territory; instead, the current tab goes to the item you
selected.
You can do a variety of things with tabs from the tab bar by clicking
and selecting an option,
such as closing tabs, refreshing tabs, showing keyboard shortcuts, and more. To rearrange a
tab, drag it to a new position along the tab bar. Tabs maintain their status as primary tabs
or subtabs, meaning that you can’t move primary tabs to the subtabs bar or vice versa.
Rearranging tabs isn’t available for Internet Explorer® 7.
If your administrator has turned on multi-monitor components, you can pop out primary tabs
from your browser and drag them to any location on your screen to personalize the way you
work. Just click
and
select Pop out primary tabs. To return primary tabs to their original
browser, click
and
select Pop tabs back into console.
To copy the URL of a console tab and send it to another user, click
and select
next to the tab’s name. If you’re
sending the URL to a non-console user, choose to create a standard Salesforce URL from the
Link to Share dialog box. Then, press CTRL+C to copy the URL. To add a new tab to your console
in which to paste a URL you’ve copied, click
. In the text box, press CTRL+V to paste the
URL, then click Go!. You can paste a console URL or a standard
Salesforce URL into a new tab.
To pin a frequently visited primary tab to the tab bar for quick access, click
and select
. When a tab is pinned, it’s
moved to the front of the tab bar and its text is removed to provide more screen space. To
unpin a tab, click
and
select
.
To bookmark a favorite or occasionally visited tab for quick access, click
and select
. When a tab is
bookmarked, it’s moved to the History component in the footer (formerly named Most Recent
Tabs). To remove a bookmarked tab, click
and select
, or click Remove next to the tab in the
History component. See View Bookmarks or Recently Used Tabs in a Salesforce Console in Salesforce Classic.
and select
Reopen last-closed tab. You can reopen up to ten closed tabs.