While working as a system admin in an organization that uses Salesforce, I configured a custom app named Bank_CRM created specifically for finance. This app contains sensitive financial data, so it was required to add privacy to make it available only for the “manager” and system administrator profiles.
For that reason, we decided to disable this app from other profiles, such as “sales,” “support,” and “marketing,” which should not be able to use this app.
Here, I will explain various ways to disable custom apps at the profile level in Salesforce with step by step explanation.
Disable Custom Apps at Profile Level in Salesforce
As per the above scenario, I already created a custom app named Bank_CRM and a custom profile for users at the manager level named the “Manager” profile.
There are two ways to disable custom apps at the profile level in Salesforce:
- Disable custom app from the profile:
- Disable the custom app from the lightning app builder:
Disable the Custom App From the Profile in Salesforce
In the following steps, I will show you how to disable custom apps at the profile level in Salesforce. This option we can use when we want to disable a custom app from one or two profiles.
1. On the Setup Home Page, in the Quick Find Box, search for Profiles and click on it.
2. You will see all standard and custom profiles. Here, you need to select the profile from which you want to disable the custom app. Click on that profile. Here, I’m selecting the custom sales profile.
Then click on the Edit option to make the changes and navigate to the Custom App Settings option.
3. There, you will see all custom apps. Find the app you want to hide from this profile and uncheck the visible checkbox. Here, I’m selecting the Bank_CRM app.
Then click the Save button.
This is how we can disable custom apps at the profile level in Salesforce.
Disable the Custom App From the Lightning App Builder in Salesforce
Using the following steps, we can disable the custom app from the lightning app builder for multiple profiles.
1. Go to the Setup in the Quick Find Box, search for App Manager, and click on it.