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I want to set the Default Tabs for one single app on a Profile Basis.

Ex:

Sales Reps would have: Accounts, Contacts, Opportunities, Tasks

Sales Exec would have: Account, Contacts, Reports

Sales Director would have: Accounts, Dashboard, Reports

Is it possible to do that?

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  • All of these users having same profile? Commented Jul 18, 2022 at 22:09

1 Answer 1

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Suggestion1:

If all users(Sales Reps, Sales Exec & Sales Director) have the same profile then update the tab setting to Default Off at profile level for the objects (Accounts, Contacts, Opportunities, Tasks, Reports & Dashboards).

Create permission set with tab setting with available & visible check boxes enabled for each object and Assign it to the respective user.

In this case you need to create 3 permission sets.

Suggestion2:

If all users(Sales Reps, Sales Exec & Sales Director) have the different profile then update the tab setting to Default Off at profile level for the objects (Accounts, Contacts, Opportunities, Tasks, Reports & Dashboards).

Example:
Sales Reps profile level you need to change the tab setting to Default Off for the objects (Reports & Dashboards)

Sales Exec profile level you need to change the tab setting to Default Off for the objects (Opportunities, Tasks, & Dashboards).

Sales Director profile level you need to change the tab setting to Default Off for the objects (Opportunities, Tasks, & contacts).

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