Last Updated on May 30, 2024 by Rakesh Gupta

Big Idea or Enduring Question:

• How do you show or hide tabs in Lightning App Builder based on requirements?

Objectives:

After reading this blog, you’ll be able to:

1. Understand tab visibility
2. Set up tab visibility in Lightning App Builder
3. And much more

Business Use case

Warren Mason is a System Administrator at Gurukul on Cloud (GoC). At GoC, multiple business units are using Salesforce to manage their sales processes. To keep the configuration simple, they are using only one Lightning page.

Warren learned that after the Summer ’24 release, Salesforce will allow administrators to set component visibility for tabs. He wants to use this feature to fulfill a long-standing customer request to hide the Quip tab when the Account Industry equals Government.

Automation Champion Approach (I-do):

After the Summer ’24 release, it is now possible to set component visibility for tabs. Tab visibility is similar to component visibility in that it allows administrators to control the display of individual tabs on a Lightning page based on specific criteria or conditions. This feature enhances the customization and dynamic nature of user interfaces within Salesforce, enabling the tailoring of information and tools according to the needs of different users or business scenarios.

Administrators can use tab visibility settings to establish rules based on field values, user attributes, record data, and other specific conditions. For example, a tab might be visible only to users in a particular role or profile, or it might appear only when a field on a record meets a certain condition, such as displaying a special discount field only when the account type is “Customer.”

This capability is especially useful for creating streamlined and role-specific user experiences, reducing clutter, and ensuring that users see only the most relevant information and options based on their current context or task.

Follow the steps below to hide the Quip tab when the Account Industry equals Government.

1. Navigate to Setup | Object Manager | Account | Lightning Record Pages and Edit the right page.
2. From there, click on the Quip tab within the Tabs section.
3. Then click on Quip tab property to configure the Component Visibility.
4. Set Component Visibility
   1. Click + Add Filter
   2. Row 1:
      1. Field: Industry
      2. Operator: Not Equal
      3. Value: Government
5. Click Done.
6. Click Done.
7. Click Save.
8. Click Activate.

Proof of Concept

1. From now on, if the account industry is government, the Quip tab will be hidden on the Account Lightning Record Page.
2. From now on, if the account industry is not government, the Quip tab will be visible on the Account Lightning Record Page.

Formative Assessment:

I want to hear from you!

What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? Feel free to share in the comments below.