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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Tabs


A tab is a user-interface element that, when clicked on, displays data or activates custom functionality that you can configure. Standard tabs are provided as an included feature and custom tabs allow you to extend or to build new application functionality. Standard and custom tabs are described in more detail later in this chapter.

Hiding and showing tabs

To customize your personal tab settings, navigate to Setup | My Personal Settings | Change My Display | Customize My Tabs. Now, choose the tabs that will display in each of your apps by moving the tab name between the Available Tabs and the Selected Tabs sections and. Click Save. The following screenshot shows 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, and set the tab setting to be either Default On, Default Off, or Tab Hidden as shown in the following screenshot...

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