How To Customize Your Tabs in Salesforce – Learn Salesforce

Spencer Kunze |
 Learn Salesforce | Salesforce |
 Mar 1, 2021

How to customize tabs in Salesforce

Today we will be covering how to customize your Tabs in Salesforce by rearranging or adding or removing tabs. To rearrange tabs, take the following steps:

  1. Click on the pencil in the upper right-hand corner.
  2. Click and drag the three lines next to the tab you want to move up or down.
  3. Click Save.

Adding and removing tabs is done in Setup, and can be done by taking the following steps:

  1. In Setup, navigate to App Manager.
  2. Edit the corresponding app.
  3. Click on “Navigation Items.”
  4. Add/Remove Objects from the “Selected Items Section.”
  5. Click Save.

Note that removing the Objects from the App Manager does not automatically remove tabs from the navigation bar. Click on the pencil to remove the apps now that they have been removed from the App Manager.

 

How to Customize Tabs in Salesforce - Navigation Items View

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Spencer Kunze

Spencer Kunze

Salesforce App Builder

Spencer is a brilliant app builder who had a front-row seat to the family small business so whenever a company can use Salesforce to make their lives easier, Spencer personally knows just how big an impact that can have.

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