Profiles

Profiles allow you to create multiple sets of tabs for different Salesforce orgs, projects, or work contexts. Each profile can have its own unique collection of tabs.

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Enabling Profiles

  1. Open Settings Click the gear icon Settings in the extension popup

  2. Enable the Profiles feature In the Profiles section, check “Enable Profiles”

  3. Access the Profiles manager Click the users icon Profiles in the extension popup header to manage profiles

Creating a New Profile

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  1. Click the Profiles button Click the users icon Profiles in the extension popup

  2. Click “Create New Profile” This opens the profile creation wizard

  3. Choose initialization method:

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  • Add default tabs: Start with the standard set of tabs (Flows, Users, Profiles, etc.)
  • Start with no tabs: Begin with an empty profile and add tabs manually
  • Clone another profile: Copy tabs from an existing profile

  1. Name your profile Enter a descriptive name (up to 30 characters) Examples: “Work - Production”, “Sandbox - Dev”, “Client - Acme Corp”

  2. Save the profile Your new profile is created and ready to use

Switching Between Profiles

There are two ways to switch profiles:

Manual Switching

  1. Click the active profile banner The banner shows your current profile name at the top of the popup

  2. Select a profile from the dropdown All your profiles are listed

  3. The extension switches immediately Your tabs update to show the selected profile’s tabs

Automatic Switching (URL Pattern Matching)

Set up profiles to automatically switch based on the Salesforce org you’re visiting:

  1. Enable Auto-Switch in Settings Go to Settings → Profiles → Enable “Auto-Switch Profiles”

  2. Edit a profile Click the edit icon Edit next to a profile in the Profiles manager

  3. Add URL patterns Enter MyDomain patterns that match your Salesforce orgs

    • Example: mycompany-dev-ed matches https://mycompany-dev-ed.develop.my.salesforce.com
    • Example: acmecorp matches https://acmecorp.lightning.force.com

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  1. Capture current domain Click “Capture Current Domain” to automatically add the domain from your current Salesforce tab

  2. Test automatic switching Navigate to a Salesforce org that matches one of your patterns. The extension automatically switches to the matching profile.

Managing Profiles

Default Profile

Click on the “D” icon to set the default profile. This profile is used when URL matching is enabled for sites not specified.

Editing a Profile

  1. Open the Profiles manager Click the users icon Profiles

  2. Click the edit icon Click the edit icon Edit next to the profile

  3. Update the profile Update the profile name or URL patterns

  4. Save your changes Click “Save Profile”

Deleting a Profile

  1. Open the Profiles manager Click the users icon in the extension popup

  2. Click the delete icon Click the delete icon Delete next to the profile

  3. Confirm deletion Confirm the deletion when prompted

Note: You cannot delete the active profile. Switch to another profile first.

Renaming a Profile

  1. Open the Profiles manager Click the users icon in the extension popup

  2. Click the edit icon Click the edit icon Edit next to the profile

  3. Change the profile name Update the name (character counter shows remaining characters)

  4. Save your changes Click “Save Profile”

Profile Best Practices

Organize by Org Type

  • Create separate profiles for Production, Sandbox, Developer Edition, and Scratch orgs
  • Example: “Prod”, “UAT Sandbox”, “Dev Sandbox”, “Scratch”

Organize by Project or Client

  • Useful for consultants managing multiple client orgs
  • Example: “Client - Acme”, “Client - Globex”, “Internal”

Organize by Role or Responsibility

  • Different tabs for admin work vs. development vs. configuration
  • Example: “Admin Tasks”, “Development”, “User Support”

Use URL Patterns for Automatic Switching

  • Set up MyDomain patterns for frequently-used orgs
  • Saves time by automatically showing the right tabs when you switch orgs

Keep Profile Names Short

  • Use abbreviations or short names for better display in the UI
  • The 30-character limit is enforced

Disabling Profiles

If you want to return to a single set of tabs:

  1. Go to Settings → Profiles
  2. Uncheck “Enable Profiles”
  3. Choose which profile’s tabs to keep
  4. All other profiles will be removed

This action cannot be undone, so export a backup first if needed.