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Extend Salesforce with Clicks, Not Code
Use Custom Tabs to View Data in a Salesforce Archive Data Store

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Use Custom Tabs to View Data in a Salesforce Archive Data Store

To view the external objects that you synced with your Salesforce Archive data store, you can create custom object tabs.

Required Editions

Available in: Developer, Enterprise, Performance, and Unlimited Editions. Requires the Salesforce Archive license.
User Permissions Needed
To create and edit custom tabs: Customize Application

Complete this task after you’ve created external objects to represent the data in your archive data store. For more information, see Access External Data with the Salesforce Connect Adaptor for Salesforce Archive.

  1. Create a custom object tab for the external object that you want to view.
  2. On the tab you created, replace the Display URL field with the object fields that you want to view.
    1. While viewing the tab, click the list view controls button.
    2. Click Select Fields to Display.
    3. Hide the Display URL field by removing it from the Visible Fields column.
    4. Add the fields that you want to view to the Visible Fields column.
    5. Save your changes.
  3. Update the page layout for the external object.
    1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
    2. Find and select the external object.
    3. In the Page Layouts section, select the layout that you want to edit. For newly created external objects, only one layout is available to select.
    4. Add the fields that you want to view to the page layout. Depending on the editor version you’re using, see Customize Page Layouts with the Enhanced Page Layout Editor or Customize Page Layouts with the Original Page Layout Editor.

You can now view the external object data in the custom tab you created.

 
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