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Salesforce Best Practice of the Week: Customize Your Tabs

By Darren Starr
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Tabs, such as Home, Contacts and Reports, are a primary way to navigate within Salesforce. If you can’t easily find the tab you need using Salesforce can become difficult quickly. You can select the Plus (+) at the far right of all of the tabs to see All Tabs. After you select the +, use the “Customize My Tabs” button to add/remove or arrange tabs in the order that best meets your needs.

Remember that each time you switch applications in Salesforce your tabs will change. For example, the tabs you see in the Sales app will be different than the tabs you see in the Call Center app. So you may want to customize tabs for each application you use.

[button type=”success” size=”lg” link=”http://bit.ly/1q5IDwz”]Want more Salesforce tips? Download our list of Salesforce Best Practices![/button]

Posted in CRM, Enterprise IT, Salesforce Best Practices, Salesforce.com

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