Create Web Tabs
Build web tabs so that your users can use your web applications or other websites from within the application.
Required 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 Needed | |
|---|---|
| To create and edit custom tabs: | Customize Application |
- From Setup, enter Tabs in the Quick Find box, then select Tabs.
- Click New in the Web Tabs related list.
- 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.
- Click Next.
- Enter a label to display on the tab.
- Click the Tab Style lookup icon to display the Tab Style Selector.
-
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:
- Click the Color lookup icon to display the color selection dialog and click a color to select it.
- Click Insert an Image, select the document folder, and select the image you want to use.
- Select a file and click OK. The New Custom Tab wizard reappears.
- Change the content frame height if necessary.
- Enter a description of the tab, if desired, and click Next.
- 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. Click Preview Web Tab to display your web tab.
- For a URL, choose an encoding setting and click Next.
- 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.
- Click Next.
- Specify the custom apps that should include the new tab.
- Select Append tab to users' existing personal customizations to apply the tab visibility settings to all users.
- Save the tab.
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