BCA / B.Tech 5 min read

Create Tabs in Salesforce

What are Tabs in Salesforce?

Creating Tabs in Salesforce gives you easy access to data objects and other web pages within your apps. Through tabs, you can navigate to standard and custom objects, web links, and Visualforce pages.

Create Tabs In Salesforce

Types of Tabs:
  • Custom Object Tabs: For navigating to custom objects.
  • Web Tabs: To integrate external websites into Salesforce.
  • Visualforce Tabs: To access Visualforce pages.
  • Lightning Page Tabs: To use Lightning App Builder pages as tabs.

Steps to Create Tabs in Salesforce:
  1. First, log in to Salesforce.
  2. Click the gear icon in the top-right corner and select "Setup." In the Quick Find box, type "Tabs" and click on the Tabs option.
  3. In the "Custom Tabs" section, click the "New" button.
  4. Choose the Tab Type based on the object.
  5. Set the Tab Label and Tab Style (icon).
  6. Set the tab visibility for different profiles (Default On, Default Off, or Tab Hidden).
  7. Add the tab to the desired apps.
  8. Finally, click the Save button.

In this Chapter

Create Tabs in Salesforce
What is Salesforce? - Components of Salesforce
What is Cloud Computing?
What is IaaS, PaaS, SaaS, and FaaS?
Cloud Computing and Salesforce
Difference between ERP and CRM
Web Services in Cloud Computing
What is AppExchange?
Salesforce and Mobile Support
Introduction to Force.com
Salesforce Setup Page
Create an Application in Salesforce
Create an Object in Salesforce
Lookup Relationship in Salesforce
ERP In Salesforce
CRM In Salesforce
What is a Field in Salesforce?
Link Creation & Custom Buttons
Manage Security
Governor Limits
How to Create a Profile
How to Create a User
OWD in Salesforce
What are Sharing Rules & Roles?
Record-Based Sharing
Password Policies
User Session
Trusted IP Range
Public Group
Sales Cloud
Contract & Service Object
Component of Service
Create Approval Process
Create Email Template
Create Custom Profile
Create New User
Approval Process Test
Workflow
Workflow Rules & Workflow Actions
Email Task & Updates
Queue & Time-Dependent Workflow Action
Immediate Action
Workflow Immediate Action & Time-Dependent Workflow Action
Process Builder
Create Process Builder
Difference between Process Builder & Workflow
Create Records & Tools
What are Reports & Their Types
How to Create a Report
Creating & Editing Dashboards
Adding Dashboard Snapshots to Home Page
Creating Additional Reports
Creating Custom Report Types
Designing the Home Page
Salesforce All Important Questions and Answers in English (MDSU)
BCA || Salesforce 2025 Paper || MDSU Exam Paper
BCA | Salesforce 2023 Paper | MDSU Exam Paper
BCA || Salesforce Supplementary 2023 Paper | MDSU Exam Paper