Why app-scoped workspaces matter
OL
Ola Lindqvist · Operations Lead
"Our Sales team and Support team share one CRM. But neither should have to dig through the other team's menus every day, just to find their own work."
One shared platform doesn't have to mean one cluttered menu for everyone. Each team can get a workspace that feels like it was built just for them.
What this means for you
Every team gets a focused, tidy workspace made for their job. No separate logins. No separate product. No extra license to buy.Anatomy of an App
Think of an App like a different desk for a different job. Sales has one desk, Support has another — but both desks sit in the same building, which is your CRM.
An App is a named group of Tabs. A Tab is a button in the top menu that takes you somewhere. It can open an object — like all your Contacts or all your Cases — at a web address such as /records/{objectApiName}. Or it can open a built-in page, like Reports or the Dashboard.
| Concept | Detail |
|---|---|
| Tab type: OBJECT | Opens one specific object — for example, every Contact or every Case |
| Tab type: STANDARD | Opens a built-in page, like Reports, Dashboard, or Marketing Studio |
| App visibility | Controlled by Profile → App Access. A Profile is a set of permissions every user has. If a Profile isn't granted the app, that app stays hidden from everyone with that Profile |
| Shared tabs | The same Tab can appear in more than one App at once — e.g. "Reports" can show up in both the Sales app and the Support app |
1 Build a dedicated Support Console
Create the appGo to Setup → App Manager → New App. (Setup is where admins configure the CRM — look for it in the top-right menu.) Name the new app "Support Console" and pick an icon.
Create or reuse tabsOpen Tab Manager and add OBJECT tabs for Case and Contact — the two things a Support agent works with most. Need a built-in page too? Use "Quick Add Standard Tabs."
Assign tabs to the appOpen App Detail for "Support Console" and drag the Case and Contact tabs into it, in whatever order makes sense.
Grant accessGo to Profiles → open the Support profile → App Access → turn on "Support Console." You can also turn off the default Sales app for that profile, so Support agents don't see it.
VerifyLog in as a Support user and confirm only the Support Console's tabs show up in the top navigation.
Apps organize, Profiles secure
An App only organizes your menu. It doesn't control what data someone can see. That job still belongs to Profiles and Sharing Rules — separate settings that decide who can view or edit what.Day-to-day: Sales and Support teams
Log in as usualYou automatically land in the app your Profile grants — Support Console for Support, the default Sales app for Sales.
Switch apps if you have access to more than oneUse the app switcher in the top navigation if your Profile grants access to multiple apps.
Day-to-day: admins
Add a new team's workspaceWhenever a new department needs its own focused menu, repeat the build: new App, its own Tabs, granted to its own Profile.
Reuse shared tabs across appsAdd "Reports" to both the Sales and Support apps instead of duplicating it — the same tab, in two menus.
What to try next
Look at the Profiles & Permissions trail — Apps organize the menu, but Profiles decide what's actually visible underneath it.Test what you learned
1. If you delete an App, does it also delete the Tabs and Objects inside it?
Yes, everything inside it gets deleted too
No — only the App container is removed; the tabs and objects stay
2. What actually decides whether a user can see a given App?
Their role (ADMIN / MANAGER / SALES_USER)
Their Profile's App Access setting