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Tabs and Apps

How to Use Tabs and Apps in Salesforce

Tabs and Apps

Salesforce contains a lot of information. Fortunately, it's organized into tabs, which appear near the top of the screen. These tabs can be customized to best fit a company’s needs.

View a Tab

  1. Click the tab you want to view.
    View a Tab

The tab opens and displays all the information held within it, beginning with the files you most recently viewed.

Change Apps

Tabs within Salesforce are organized into apps. An app is a collection of related tabs. Switching between apps will give you quick access to a unique set of tabs curated for each app.

  1. Click the App arrow.
  2. Select the app you want to view.
    Change Apps

View All Tabs

  1. Click the + tab.
  2. Salesforce displays all the tabs that you have access too.

  3. Click the tab you want to view.
    View All Tabs

That tab and all of its stored information opens.

Add a Tab

If you use certain tabs more than others, you can add them to your home screen or an app.

  1. Click the + tab.
  2. Click Customize My Tabs.
    Add a Tab
  3. (Optional) Select the app where you want to add the tab.
  4. Select the tab you want to add from the Available Tabs list.
  5. Click the Add button.
  6. You can also remove an existing tab by selecting it from the Selected Tabs list and clicking the Remove button.

  7. (Optional) Use the Up or Down buttons to change the tab order.
  8. Click Save.
  9. Add a Tab

Salesforce adds the tab to the current app.