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App Settings

This guide covers configuration options available within the Suger App settings and Salesforce setup.

API Connectivity​

To connect the Suger Salesforce App with the Suger platform, you need to configure API credentials and integration settings. This includes setting up authentication, mapping rules, and sync preferences.

For detailed instructions on configuring API connectivity, see the Salesforce Integration Setup Guide.

Managing Tab Visibility​

The Suger App includes both V1 and V2 tabs. The key differences are:

  • V1 tabs use Salesforce Lightning Record Tables that read from local Salesforce objects. Data may be delayed due to sync intervals between Suger and Salesforce.
  • V2 tabs read data directly from the Suger platform via API, providing real-time, up-to-date information.

To streamline the user experience and reduce clutter, Admins can hide unused or legacy tabs using one of the following methods.

Method 1: Hide Tabs via App Manager​

This method removes tabs from the default navigation bar for all users accessing the Suger App.

How to Configure:

  1. Click the Gear Icon (⚙️) > Setup.

  2. In the Quick Find box, type App Manager.

  3. Locate the Suger in the list. Click the dropdown arrow (🔽) on the right and select Edit.

  4. Select Navigation Items from the left-hand menu.

  5. Select the tabs you wish to hide from the Selected Items list (right side) and use the Remove Arrow (⬅) to move them to the Available Items list (left side).

  6. Click Save.

warning

This method only removes tabs from the default navigation bar. It does not strictly remove permission. Users can still access these tabs via the App Launcher or global search if they look for them explicitly.

note

If you encounter a lock icon next to an item in the list, it indicates you do not have the necessary permissions to modify this setting. Please consult your organization's Salesforce System Administrator for assistance.

Method 2: Disable V2 Access via Suger Settings​

Unlike Method 1, which removes the tab from the navigation bar, this method does not hide the tab. Instead, it functionally disables the page content.

If a user clicks on a disabled tab, the page will load, but they will see a "Feature Disabled" message and cannot interact with any data.

How to Configure:

  1. Open the Salesforce Suger App and navigate to the Suger tab.

  2. In settings menu, scroll down to the Tabs Control section.

  3. Locate the specific V2 page you wish to restrict.

  4. Turn ON the toggle to disable the feature.