Change Your Salesforce Display - dummies

By Tom Wong, Liz Kao, Matt Kaufman

If you log in to Salesforce and feel as if you really need only a fraction of the tabs or a select number of related lists, you can customize your display. Your administrator can still override your personal setup, if necessary — for example, after installing an AppExchange application that comes with additional tabs.

Salesforce already provides many standard tabs and groups some of them into apps that you choose from the app menu. Companies can also create their own tabs. For most users, you just don’t need to see all those tabs at the same time.

To customize your tabs, follow these steps:

  1. Click the Display & Layout heading on the My Settings sidebar (refer to the figure).

    The Display & Layout heading expands.

  2. Click the Customize My Tabs link if you want to add, remove, or change the order of your tabs within an app.

    The Customize My Tabs page appears.

  3. Select which app’s tab set you want to customize from the Custom App drop-down list.

    The default Selected Tabs list changes when you change the Custom App selection. Salesforce pregroups its tabs into several standard apps for various common business functions. Depending on your business, having these tabs visible may be perfect, or you may want to see more or fewer tabs.

  4. Use the Add or Remove arrow buttons to highlight a tab and then add it to or remove it from your display, respectively, as shown in the figure.

    For example, if you’re in marketing and spend most of your time with leads, you might decide to add the Campaigns tab and remove the Customizable Forecasts tab from your Sales custom app.

    Modifying your Salesforce tabs.
    Modifying your Salesforce tabs.
  5. Use the up and down arrows to change the order of the tabs.

    The only exception is that you can’t move or remove the Home tab.

  6. When you’re done, click Save.

    The My Settings page reappears, and your tabs reflect your changes.