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sesha Rao
Unable to see the custom object in tab of the salesforce platform license please help me
I have created a custome object "Application" using the salesforce admin license and I have created a role "Sales Executive" with salesforce platform license.where in when I have logged into the Sales Executive profile I am unable to see the custome object "Application" in his tab.Please help me
All Answers
First, check if you have created the tab or not.
Follow the following steps.
Goto the setup.
Then go the App section
Then click on create and then click on Tab to see whether you have created the tab or not if not then create a tab.
Setup -> App -> Create -> Tabs.
Setting Tab Visibility
- Click Your Name | Setup | Manage Users | Profiles.
- Select a profile.
- Depending on which user interface you're using, do one of the following:
- Enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from the list, then click Edit.
- Original profile user interface—Click Edit, then scroll to the Tab Settings section.
- Specify the tab visibility.
Setting Description Default On Show the tab by default for users with this profile. Individual users can override this setting. The Home tab setting can't be changed from Default On. Default Off Hide the tab by default for users with this profile. Individual users can override this setting. Tab Hidden Hide the tab and don't allow individual users to override this setting in their personal customization. Using this setting doesn't prevent users from accessing the records or list views from a tab; to prevent users from seeing records of that object type, remove the “Read” permission for the object.
- (Original profile user interface only) To reset users’ tab customizations to the tab visibility settings that you specify, select Overwrite users' personal tab customizations.
- Click Save.
NoteCreating Custom Object Tabs
Apex Page Tabs available in: Contact Manager, Group, Professional, Enterprise, Unlimited, and DeveloperEditions
Define a new tab to display the data stored in your custom object records.
The label of the new tab is the same as the plural version of the custom object label, as described inDefining Custom Objects (https://help.salesforce.com/apex/HTViewHelpDoc?id=dev_objectcreate.htm&language=en" style="color: rgb(51, 51, 51); text-decoration: none;).
If a tab style is already in use, a number enclosed in brackets [] appears next to the tab style name. Hover your mouse over the style name to view the tabs that use the style. Click Hide styles which are used on other tabs to filter this list.
For Professional Edition users and Salesforce Platform One license users, tab visibility is automatically set to Default On.
For Enterprise, Unlimited, Developer Edition, and organizations, choose Default On, Default Off, or Tab Hidden in Tab Visibility to determine whether the custom tab is visible to users with that profile, and click Next. For Professional Edition organizations, tab visibility is automatically set to Default On. Salesforce Platform One license users, tab visibility is automatically set to Default On.
If you choose Default On or Default Off, an option is added to the Create New drop-down list in the sidebar so that users with the “Create” permission can quickly create a new record. For example, if the custom object displayed in the custom tab is named Expenses, an Expense option appears in this list.
To further customize the tab:
Hope this helps you!
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Thanks and Regards
Sandhya