Group Tabs

Group Tabs

The different departments in your organization may use different modules (tabs) in CRM. Tab groups let you organize the tabs available in your  CRM account. You can group the Sales, Marketing, Support and Inventory related tabs and share the tab groups with users of the corresponding profiles in CRM.

For instance, the Sales group may use only the Leads, Contacts, Accounts, Potentials, Reports and Dashboardstabs. So you can create a Sales Tabs group and provide accessibility only to the Sales profile. Please note that the users will be able to access the tabs in a Tab Group based on the Module-level Permissions in their profile.

Availability

Profile Permission Required: Users with the Administrator profile can create tab groups.

To create tab groups

  1. Click Setup > Customization > Tab Groups.
  2. In the Tab Groups section, click Create Tab Group.
  3. In the Create Tab Group page, do the following:
    • Enter a Group Name.
    • Select the tabs from the Available List.
    • Move the tabs to the Selected List.
  4. Click Save.

Note

  • You can create a maximum of 10 tab groups with any number of tabs in each group.
  • For a given profile, only the tabs in the tab group will be accessible. The users will be able to access the tabs in a group based on the Module-level Permissions in their profile.

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