How to launch a Custom Object as a Custom Tabs In Salesforce.Com

Introduction to tab

Tab is nothing but it is a link to an object that means if we are clicking on tab, it opens associated object with it.

You can create any of these types of below custom tabs.

  • Custom Object tabs (available only at an app level and not on subtab apps) display the data of your custom object in a user interface tab. Custom object tabs feel and look and it’s function just like standard tabs.
  • Custom Web tabs show any external Web page or Web-based application in a Salesforce tab. You can also design Web tabs to include the sidebar/span across the entire page without the sidebar.
  • Visualforce tabs show data from a Visualforce page which is developed by developer. Visualforce tabs feel and look and it’s function just like standard tabs.
  • Lightning Page tabs let you add Lightning Pages to the Salesforce1 navigation menu.

Note: Lightning Page tabs aren’t available in the full Salesforce site and don’t work like other custom tabs in Salesforce. In Salesforce Classic, they don’t show up on the All Tabs page when you click the plus icon (tab plus icon) that appears to the right of your current tabs..

Note: Lightning component tabs make Lightning components available in the Salesforce1 mobile app (via the navigation menu) or in Lightning Experience (via the App Launcher). Lightning components aren’t supported in Salesforce Classic.

How to create a Tab in Salesforce.com:

Step 1. From Setup, click Create > Tabs.

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Step 2. Click New button in the Custom Object Tabs section.

object-tab

Step 3. Please select the required custom object (i.e. Merchandise) to display in the custom tab.If till now you have not created the custom object, click create a new custom object now and follow the instructions in specify Custom Objects.The display label (which you will see on tab/menu) of the new tab is the same as the plural name of the custom object label.Click the Tab Style lookup icon to display the Tab Style Selector and click Next button.

enter the details

Step 4. Specify Tab Visibility
Choose the required user profiles for which you want the new custom tab will be available. You may also examine or alter the visibility of tabs from the detail and edit pages of each profile based on the requirement.

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Step 5 . Add to Custom Apps

Choose the required custom apps for which you want the new custom tab will be available. You may also examine or alter the visibility of tabs from the detail and edit pages of each Custom App based on the requirement and finally Click on Save.

add custom apps

Note: In a similar way you can create LineItem Object and Invoice Object too with or without tab based on the requirement.

In the LineItem Object, please have below fields:

Field Name Data Types
LineItem Name Text
LineItem Description Text Area
LineItem Stock Number
LineItem Price Currency

Note: Please don’t launch this Object as Tab. Because we want to let you know that there any other ways to show a object as graphically.

In Invoice Object, please have below fields :

Field Name Data Types
Invoice Number Auto Number
Invoice Description Text Area
Invoice Status Picklist (value of picklist – Open, Bargain, Finalized, Bargain)

Note: Launch this Object as Tab as we launched Merchandise Object as Tab.

In Lightning Experience:  How to Launch a Custom Object As A Custom Tabs In Salesforce.Com

Step 1. . Click from right top side in your screen and then click Setup

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Step 2. From the Home tab in Setup, enter Tabs in the Quick Find box, then select Tabs under User Interface.

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Step 3. Click New button in the Custom Object Tabs section.

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Step 4. Select the required custom object to display in the custom tab. Click the Tab Style lookup icon to display the Tab Style Selector and click Next button.

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Step 5. Specify Tab Visibility Choose the required user profiles for which you want the new custom tab should be available.

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Step 6. Add to Custom Apps, Choose the required custom apps for which you want the new custom tab should be available and finally Click on Save.

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