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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Tabs


A tab is a user-interface element that, when clicked on, displays the record data on a page specific to that object.

Hiding and showing tabs

To customize your personal tab settings, navigate to Your Name | My Settings | Display & Layout | Customize My Tabs. Now, choose the tabs that will get displayed in each of your apps by moving the tab name between the Available Tabs and Selected Tabs sections, and click on Save. The following screenshot shows you 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, as shown in the following screenshot:

Standard tabs

Salesforce provides tabs for each of the standard objects that are provided in the application when you sign up. For example, there are standard tabs for Accounts, Contacts, Opportunities, and so on.

Note

The visibility of the tab depends on the setting on the Tab Display...

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