Define a new tab to display the data stored in your custom object records.
- From Setup, click .
- Click New in the Custom Object Tabs related list.
- 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 Custom Objects.The label of the new tab is the same as the plural version of the custom object label.
- 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, choose a custom link to use as the introductory splash page when users initially click the tab.
- Enter a description of the tab, if desired, and click Next.
- Choose the user profiles for which the new custom tab will be available:
- Select Apply one tab visibility to all profiles and choose Default On, Default Off, or Tab Hidden from the drop-down list.
- Alternatively, select Apply a different tab visibility for each profile and choose Default On, Default Off, or Tab Hidden from the drop-down list for each profile.
For Professional Edition users and Salesforce Platform One license users, tab visibility is automatically set to Default On. - Specify Tab Visibility.For Enterprise, Unlimited, Performance, and Developer Edition organizations, choose Default On, Default Off, or Tab Hidden inTab Visibility to determine whether the custom tab is visible to users with that profile, and click Next. For Professional Edition organizations, tab visibility is automatically set to Default On. Salesforce Platform One license users, tab visibility is automatically set to Default On.If you choose Default On or Default Off, an option is added to the Create New drop-down list in the sidebar so that users with the “Create” permission can quickly create a new record. For example, if the custom object displayed in the custom tab is named Expenses, an Expense option appears in this list.
NoteIf you set a custom object tab’s visibility to Tab Hidden, users can’t search for that custom object’s records in global search. - Specify the custom apps that should include the new tab.
- Check Append tab to users' existing personal customizations to add the new tab to your users’ customized display settings if they have customized their personal display.
- Click Save.
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