There will be times, we all need to hide tabs for a particular user in Salesforce. And here, I will explain how to hide tabs for users in Salesforce. We will also discuss, how to conceal tabs for users in Salesforce.
Recently, I was working in Salesforce, where we got a requirement to hide tabs for users in Salesforce.
So, we will cover these topics in this Salesforce tutorial.
- What are hidden tabs in Salesforce?
- How to hide tabs for users in Salesforce
- How to hide tabs for users in Salesforce Lightning
- How to hide tabs for users in Salesforce Classic
- How to conceal tabs for users in Salesforce
- How to secrete tabs for users in Salesforce
What are hidden tabs in Salesforce?
Hidden tabs in salesforce are defined as tabs that do not permit individual users to disallow the setting in their personal customization.
Now let’s understand the hidden tabs with the help of a scenario.
Comcast is a company based in Philadelphia, USA. They might be created some objects and under the objects they created records. The user that is attached to this company can see the records and the tabs that are present under the records. Now they want to hide the tab of records for the particular user. For making the information personal.
So, with this, we understand what is a hidden tab in salesforce. Further, we will learn about how to hide tabs for a particular user in Salesforce.
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How to hide tabs for users in Salesforce
In Salesforce hidden tabs are used as tabs that do not permit individual users to disallow the setting in their personal customization.
So, if you want to learn how to hide tabs for a particular user in salesforce follow these steps:
- Firstly click on your avatar, Settings option is present under the avatar. Click on the settings.
- After clicking on the settings the personal information page is open, on the left-hand sidebar display and the layout option is present click on it.
- After clicking on the display and layout the drop-down menu is visible click on the customize my page option.
- After clicking on the customize my page option select a page for a specific tab to configure the page and then click on the customize page option.
- After clicking on the customize page option, customize page is open there is an available list and a selected list.
- Click move or remove the tabs from the available list to the selected list. Here we are hiding the tab so we are removing the tabs from the selected list.
- After removing the tab from the selected list and move the tabs to the available list and then click on the save option.
- After clicking on the save option you can see that the tabs which are available under the object are now not visible.
Now, let’s move ahead and see how to hide the tabs for users in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.
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How to hide tabs for users in Salesforce Lightning
Here we are hiding the tabs for users in salesforce lightning. So, if you want to learn how to hide tabs for a particular user in salesforce lightning follow these steps:
Step-1: Firstly click on your avatar, Settings option is present under the avatar. Click on the settings.
Step-2: After clicking on the settings the personal information page is open, on the left-hand sidebar display and the layout option is present click on it.
After clicking on the display and layout the drop-down menu is visible click on the customize my page option.
Step-3: After clicking on the customize my page option select a page for a specific tab to configure the page and then click on the customize page option.
Step-4: After clicking on the customize my page option select the Account page for a specific tab to configure the account page and then click on the customize page option. After clicking on the customize page option, customize page is open there is an available list and a selected list.
Step-5: Click move or remove the tabs from the available list to the selected list. Here we are hiding the tab so we are removing the tabs from the selected list.
After removing the tab from the selected list and move the tabs to the available list and then click on the save option.
Step-6: After clicking on the save option you can see that the tabs which are available under the object are now not visible.
This is how we understand how to hide the tabs for users in salesforce lightning.
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How to hide tabs for users in Salesforce Classic
Here we hide tabs for users in Salesforce. So, if you want to learn how to hide tabs for users in salesforce follow these steps:
Step-1: Click on the Setup that is present at the top right corner beside the help option.
Step-2: After clicking on the setup, click on the manage users drop-down arrow after that click on users.
Step-3: After clicking on users select the user profile, here we are selecting the Jacobson IV.MR.Myron users that are located in the USA.
Step-4: After clicking on the user profile, The profile of the user is open. Click on the edit option.
Step-5: The profile edit page is open after clicking on the edit option. Go to the tab setting option and click on the tab which you want to hide. Here we are hiding the account tab and we are selecting the tab hidden option for hiding the tab.
After selecting the tab hidden option, click on the save option that is present beside the save and new option.
In this way, we can hide tabs for users in salesforce classic.
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How to conceal tabs for users in Salesforce
Here we are concealing tabs for users in Salesforce. So, if you want to learn how to conceal tabs for users in salesforce follow these steps:
Step-1: Firstly click on your avatar, Settings option is present under the avatar. Click on the settings.
Step-2: After clicking on the settings the personal information page is open, on the left-hand sidebar display and the layout option is present click on it.
After clicking on the display and layout the drop-down menu is visible click on the customize my page option.
Step-3: After clicking on the customize my page option select a page for a specific tab to configure the page and then click on the customize page option.
Step-4: After clicking on the customize my page option select the opportunity page for a specific tab to configure the opportunity page and then click on the customize page option. After clicking on the customize page option, customize page is open there is an available list and a selected list.
Step-5: Click move or remove the tabs from the available list to the selected list. Here we are hiding the tab so we are removing the tabs from the selected list.
After removing the tab from the selected list and move the tabs to the available list and then click on the save option.
Step-6: After clicking on the save option you can see that the tabs which are available under the object are now not visible.
So, with this, we understand how to conceal the tabs for users in salesforce.
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How to secrete tabs for users in Salesforce
Here we are secreting tabs for users in Salesforce. So, if you want to learn how to secrete tabs for users in salesforce follow these steps:
Step-1: Firstly click on your avatar, Settings option is present under the avatar. Click on the settings.
Step-2: After clicking on the settings the personal information page is open, on the left-hand sidebar display and the layout option is present click on it.
After clicking on the display and layout the drop-down menu is visible click on the customize my page option.
Step-3: After clicking on the customize my page option select a page for a specific tab to configure the page and then click on the customize page option.
Step-4: After clicking on the customize my page option select Expenses page for a specific tab to configure the Expenses page and then click on the customize page option. After clicking on the customize page option, customize page is open there is an available list and a selected list.
Step-5: Click move or remove the tabs from the available list to the selected list. Here we are hiding the tab so we are removing the tabs from the selected list.
After removing the tab from the selected list and move the tabs to the available list and then click on the save option.
Step-6: After clicking on the save option you can see that the tabs which are available under the object are now not visible.
So, with this, we understand how to secrete the tabs for users in salesforce.
Read: How to remove new event from activity tab in Salesforce lightning
Conclusion
In this tutorial, we have learned how to hide tabs for users in salesforce, and also we have covered how to conceal tabs for users in salesforce. This can be performed on both salesforce lightning and salesforce classic.
- What are hidden tabs in Salesforce?
- How to hide tabs for users in Salesforce
- How to hide tabs for users in Salesforce Lightning
- How to hide tabs for users in Salesforce Classic
- How to conceal tabs for users in Salesforce
- How to secrete tabs for users in Salesforce
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.