How do I assign a standard Tab for specific profiles?

Question

Profile - 'Sales Mgt' - Object Settings - Forecasts = Default On

Create - Apps - Sales = shows 'Forecasts' as Included Tabs, however, when I log in as a user within that profile it's still hidden and I have to click on the (+) to manually Customize My Tabs. I want the 'Forecasts' Tab to be automatically added to all users in the Profile without having them click on the (+).

Thanks!

Anshul Jain · Accepted Answer

Hi Rochelle,

There is a small checkbox on the Profile Edit page which overrides Users personal tab settings. (refer to the image below)

Also there is a small checkbox on the App Edit page. Where in you need to ensure this is the default app users lands once logged in.

Let me know if this helps.

Warm regards,

Anshul Jain

How do I assign a standard Tab for specific profiles?

Data Management

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