Extend Salesforce with Clicks, Not Code Show Custom Object Data for Your Users
•
To add a custom button to a list view or search layout, create the custom button for a standard or custom object, giving it the List
Button
Display Type
. The custom button will be available in the list view and search result layouts for that object.
Tip: In account search results, you can visually differentiate business accounts from person accounts by adding the
Is Person
Account
field, which displays as the person account icon ( ).
You may specify the
Is Person Account
field as the first column in account search layouts. Otherwise,
Account Name must be the first column.
Show Custom Object Data for Your Users
Custom tabs let you display custom object data or other web content in Salesforce. When you add a custom tab to an app in Salesforce Classic, it displays as a tab. When you add a custom tab to an app in Lightning Experience, it displays as an item in the app’s navigation bar.
Custom tabs display custom object data or other web content embedded in the app. You can create any of these types of custom tabs.
Custom Object Tabs
Custom object tabs (available only at an app level and not on subtab apps) display the data of your custom object. Custom object tabs look and function just like standard tabs.
Web Tabs
Custom web tabs display any external web-based application or web page. You can design web tabs to include the sidebar or span across the entire page without the sidebar.
Visualforce Tabs
Visualforce tabs display data from a Visualforce page. Visualforce tabs look and function just like standard tabs.
Lightning Component Tabs
Lightning component tabs make Lightning components available in the Salesforce1 mobile app (via the navigation list) or in Lightning Experience. Lightning components aren’t supported in Salesforce Classic.
Note: To expose Lightning components via Lightning component tabs, you must enable and deploy My Domain.
Lightning Page Tabs
Lightning page tabs let you add “App Page” Lightning pages to the Salesforce1 navigation list and the Lightning Experience navigation bar.
In Salesforce Classic, Lightning page tabs don’t display on the All Tabs page when you click .
Lightning page tabs also don’t appear in the Available Tabs list when you customize the tabs for your apps.
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Custom Object Tabs and
Web Tabs available in:
Contact Manager, Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
Visualforce Tabs available in: Contact Manager,
Group, Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
Lightning Page Tabs available in: All Editions except Database.com
USER PERMISSIONS
To create and edit custom tabs:
•
Customize Application
Subtab apps support only web tabs and Visualforce tabs.
Delegated administrators who can manage specified custom objects can also create and customize tabs for those custom objects.
In Lightning Experience, Lightning page tabs, Visualforce tabs, and Lightning component tabs have a fixed, friendly URL structure of
/one/one.app#/n/customTabDevName
.
SEE ALSO:
What is a Subtab App?
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Extend Salesforce with Clicks, Not Code Show Custom Object Data for Your Users
Create Web Tabs
Build web tabs so that your users can use your web applications or other websites from within the application.
1. From Setup, enter
Tabs
in the
Quick Find
box, then select Tabs.
2. Click New in the Web Tabs related list.
3. Choose a layout for the new tab. The full page width spans across the entire page without the sidebar, while the column style allows users to view the sidebar.
4. Click Next.
5. Enter a label to display on the tab.
6. Click the
Tab Style
lookup icon to display the Tab Style Selector.
If a tab style is already in use, a number enclosed in brackets [] appears next to the tab style name. Hover your mouse over the style name to view the tabs that use the style. Click
Hide styles which are used on other tabs
to filter this list.
7. Click a tab style to select the color scheme and icon for the custom tab.
Optionally, click Create your own style on the Tab Style Selector dialog to create a custom tab style if your org has access to the Documents tab. To create your own tab style:
a. Click the Color lookup icon to display the color selection dialog and click a color to select it.
b. Click Insert an Image, select the document folder, and select the image you want to use.
Alternatively, click Search in Documents, enter a search term, and click Go! to find a document file name that includes your search term.
Note:
This dialog only lists files in document folders that are under 20 KB and have the Externally Available checkbox selected in the document property settings. If the document used for the icon is later deleted, Salesforce replaces it with a default multicolor block icon ( ).
c. Select a file and click OK. The New Custom Tab wizard reappears.
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Custom Object Tabs and
Web Tabs available in:
Contact Manager, Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
Visualforce Tabs available in: Contact Manager,
Group, Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
Lightning Page Tabs available in: All Editions except Database.com
USER PERMISSIONS
To create and edit custom tabs:
•
Customize Application
8. Change the content frame height if necessary.
9. Optionally, select
Salesforce Mobile Classic Ready
to indicate that the web page displays and functions properly in the Salesforce Mobile Classic app.
Selecting this checkbox adds the tab to the list of available tabs for your Salesforce Mobile Classic configurations. Before mobilizing a web tab, review the Salesforce Mobile Classic tab considerations to ensure that the pages in your web tabs are compatible with mobile browsers.
Note: The
Salesforce Mobile Classic Ready
checkbox is only visible if Salesforce Mobile Classic is enabled for your organization.
10. Optionally, choose a custom link to use as the introductory splash page when users initially click the tab. Don’t use a splash page if you plan to mobilize the web tab, as splash pages don’t display in the mobile application.
11. Enter a description of the tab, if desired, and click Next.
12. Enter the URL or choose the custom s-control that you want to display in the tab. Optionally, copy and paste any merge fields for data that you want dynamically replaced in the link.
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Extend Salesforce with Clicks, Not Code Show Custom Object Data for Your Users
Note: Only User, organization, and API merge fields are supported for web tabs.
Click Preview Web Tab to display your web tab.
13. For a URL, choose an encoding setting and click Next.
14. Add the web tab to the appropriate profiles. Choose Default On, Default Off, or Tab Hidden to determine whether the custom tab is visible to users with that profile. You can change this setting later.
15. Click Next.
16. Specify the custom apps that should include the new tab.
17. Select Append tab to users' existing personal customizations to apply the tab visibility settings to all users.
18. Click Save.
Create a Custom Object Tab
Define a tab to display the data stored in your custom object records.
1. From Setup, enter
Tabs
in the
Quick Find
box, then select Tabs.
2. Click New in the Custom Object Tabs related list.
3. Select the custom object to display in the custom tab. If you have not already created the custom object, click create a new custom object now and follow the instructions in
Define a Custom Object
on page 84.
The label of the new tab is the same as the plural version of the custom object label.
4. Click the
Tab Style
lookup icon to display the Tab Style Selector.
If a tab style is already in use, a number enclosed in brackets [] appears next to the tab style name. Hover your mouse over the style name to view the tabs that use the style. Click
Hide styles which are used on other tabs
to filter this list.
5. Click a tab style to select the color scheme and icon for the custom tab.
Optionally, click Create your own style on the Tab Style Selector dialog to create a custom tab style if your org has access to the Documents tab. To create your own tab style:
a. Click the Color lookup icon to display the color selection dialog and click a color to select it.
b. Click Insert an Image, select the document folder, and select the image you want to use.
Alternatively, click Search in Documents, enter a search term, and click Go! to find a document file name that includes your search term.
Note: This dialog only lists files in document folders that are under 20 KB and have the Externally Available checkbox selected in the document property settings. If the document used for the icon is later deleted, Salesforce replaces it with a default multicolor block icon ( ).
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Custom Object Tabs and
Web Tabs available in:
Contact Manager, Group,
Professional, Enterprise,
Performance, Unlimited, and Developer Editions
Visualforce Tabs available in: Contact Manager,
Group, Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
Lightning Page Tabs available in: All Editions except Database.com
USER PERMISSIONS
To create and edit custom tabs:
•
Customize Application
c. Select a file and click OK. The New Custom Tab wizard reappears.
6. Optionally, choose a custom link to use as the introductory splash page when users initially click the tab.
7. Enter a description of the tab, if desired, and click Next.
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Extend Salesforce with Clicks, Not Code Show Custom Object Data for Your Users
8. Choose the user profiles for which the new custom tab will be available.
For Professional Edition users and Salesforce Platform One license users, tab visibility is set to Default On.
Note:
Custom object records are searchable in the Salesforce user interface only if the custom object is associated with a custom tab. Users aren't required to add the tab for display.
9. Specify the custom apps that should include the new tab.
10. Select Append tab to users' existing personal customizations to add the tab to your users’ customized display settings if they have customized their personal display.
11. Click Save.
Depending on the visibility settings you selected, you’ll see the tab right away:
SEE ALSO:
Show Custom Object Data for Your Users
Create Lightning Page Tabs
Before you can include an App Page type of Lightning page in the Salesforce1 navigation list or in a Lightning app, you must create a custom tab for it.
When you first activate an app page in the Lightning App Builder, a tab is created for the page as part of the activation process. You can also create a tab for the page manually in Setup before you activate it.
Lightning page tabs only facilitate inclusion of the Lightning page in Salesforce1 and Lightning
Experience.
You can create a custom tab only for an App Page type of Lightning page.
1. From Setup, enter
Tabs
in the
Quick Find
box, then select Tabs.
2. Click New in the Lightning Page Tabs related list.
3. Choose a Lightning page for the tab.
4. Enter a label.
EDITIONS
Available in: Salesforce
Classic
Available in: All editions except Database.com
USER PERMISSIONS
To create and edit custom tabs:
•
Customize Application
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Extend Salesforce with Clicks, Not Code Show Custom Object Data for Your Users
This text is used as the display name for the Lightning page.
5. Select a tab style to set a color scheme and icon for the Lightning page tab.
Optionally, click Create your own style on the Tab Style Selector dialog to create a custom tab style if your org has access to the
Documents tab. To create your own tab style:
a. Click the Color lookup icon to display the color selection dialog and click a color to select it.
b. Click Insert an Image, select the document folder, and select the image you want to use.
Alternatively, click Search in Documents, enter a search term, and click Go! to find a document file name that includes your search term.
Note: This dialog only lists files in document folders that are under 20 KB and have the Externally Available checkbox selected in the document property settings. If the document used for the icon is later deleted, Salesforce replaces it with a default multicolor block icon ( ).
c. Select a file and click OK. The New Custom Tab wizard reappears.
6. Enter a description of the tab, if desired, and click Next.
7. Choose the user profiles for which the new custom tab will be available.
Note: In Salesforce Classic, the Default On and Default Off options for Lightning page tabs don’t work the same way as for other custom tabs. The Lightning page menu item appears for the selected profiles in Salesforce1 whether you choose Default
On or Default Off. Select the Tab Hidden option to hide the Lightning page for the selected profiles.
8. Click Save.
Tip:
When creating a custom icon for your Lightning page tab, follow these image guidelines. The icon should:
•
Be less than 10k in size
•
Be 120 x 120 pixels
•
Be a PNG with a transparent background
•
Have a resolution of 72 dpi
•
Not include a color background
•
Not include outer shadows on the inner icon graphic
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