Question

I am trying to configure a Salesforce application that requires the Case standard object. I have:

• Edited the profiles that need to see this object so that they have object permissions to read the Case object.
• Set Tab Visibility to Default On
• Ensured that the Case object has been included in the application.

My issue is that when I log in as one of the target users, I still can’t see the Cases tab. The users could just configure their tab layout via the Customize Tab Layout button, but I would like to enforce the appearance of the Cases tab as it is essential to the application.

Is there any way I can achieve this?

Thanks

Answer 1

Check the settings of your App (Setup – Create – App – Edit Your app):

• App: Selected Tabs -> your tab is there
• App: Assign to Profiles -> target user profile is there

Check the settings of the target user profile:

• Tab Settings: Cases -> Default On
• Standard Object Permissions: Cases -> Read
• Custom App Settings: your app -> Visible