Tab Visibility Salesforce

Tab Visibility Salesforce defines which tabs can user access based on their profile and permission sets.

In this Salesforce tutorial, I will explain tab visibility Salesforce. I will also explain the Salesforce tab default off vs hidden. Additionally, I will step-by-step guide on how to setup custom tab visibility in Salesforce.

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Tab Visibility Salesforce

In Salesforce, tabs are the interface through which the user can navigate to the object. Every object has tabs, whether it is custom or standard.

Moreover, the Salesforce admin can set up which tabs are visible to users using the tab visibility. For Salesforce, tab visibility can be configured through profile and permission set.

There are three options for setting up custom tab visibility in Salesforce:

Default On: Tab Visibility Default On allows the user to access the tab without any restriction.
Default Off: Tab Visibility Default Off allows the user to access the tabs, but for this user needs to perform some actions.
Hidden: Tab Visibility Hidden does not allow the user to access the tab anyhow.

Salesforce Tab Default Off vs Hidden

Sometimes, users may get confused between tab visibility default off and hidden. Let’s understand the difference between Tab Default Off and Tab Hidden.

Default Off	Hidden
When the user needs the tab, they can add it to the navigation bar from the list of tabs.	The hidden tab is not even present in the tab list.
The Default Off tab feature organizes the navigation bar by only showing the necessary tabs.	The Hidden tab feature enhances the security feature so that only authorized users can access the tabs.
Example: A sales app has a reporting tab that is not very important, so the admin sets its tab visibility to Default Off. Now, whoever needs this tab can add it to the list of tabs.	Example: A sales app has a profit tab that contains confidential records, so the admin sets its tab visibility to Hidden to make it inaccessible to users who are unauthorized.

Custom Tab Visibility Salesforce

By default, all the objects have “Default On” as the tab visibility. You can set the tab visibility for users according to the requirement in both Salesforce Lightning and Salesforce Classic.

You can also set the custom tab visibility while creating the tab, or you can set it after the creation of the tab when required. There are two ways to set the custom tab visibility:

Tab Visibility Using Salesforce Profile
Tab Visibility Using Permission Sets in Salesforce

Tab Visibility Salesforce Profile

Below are the steps for custom tab visibility using a profile in Salesforce:

1. Navigate to the “Setup”, search “Profiles” in the “Quick Find” box, and click on it once you find it.

2. Choose the profile for whom users you want to change the tab visibility. Then, click on the “Edit” button.

3. Once you reach the profile page, scroll down to the “Tab Settings” section, choose the tab from the “Standard Tab Settings” and “Custom Tab Settings”, and click on the drop-down and change the tab visibility.

For example, you can suppose you want to change the tab visibility of “Postal Codes” to “Default off” so whenever users need it, they can add it from the tab list.

4. Click on the “Save” button to save the changes.

Make Tab Visible When Tab Visibility is Default Off in Salesforce

1. Open the “App” and click on the “Pencil” icon on the “Navigation Bar”.

2. Click on the “Add More Items” option on the pop-up window.

3. Choose the items or objects for whom you want to add the tab.

4. Click on the “Add n Nav Item” button and click on the “Save” button.

In this way, I have learned how to set up custom tab visibility in Salesforce using profiles and which setting on a profile makes a tab invisible.

Tab Visibility Salesforce Permission Sets

The following are the steps for tab visibility through permission sets in Salesforce:

1. Navigate to the “Setup”, click on the “Quick Find” bar, search, and select “Permission Sets”.

2. Choose the permission sets whose tab visibility you want to set up.

3. Click on the “Object Settings” in the “Apps” section. It will show you the list of objects in Salesforce. Choose the object whose tab visibility you want to set up by clicking on its name.

4. Click on the “Edit” button and click on the “Available” and “Visible” checkboxes so that you make the tab appear to the users in the permission sets as the extra permission.

After that, click on the “Save” button.

In this way, I have learned how to set up custom tab visibility in Salesforce using permission sets.

Conclusion

I hope you have understood the tab visibility in Salesforce. I have also explained Salesforce Default Off and Hidden tab visibility. Additionally, I have guided you through the steps to set up custom tab visibility in Salesforce.