Recently, while working as a Salesforce system admin, I was tasked with creating Web tabs for an external website, a Salesforce tutorial website. The company wants users to be able to navigate to the tab without exiting from the org environment, so whenever they face issues related to data management or want to learn about any functionality in Salesforce, they can open the web tab.
Basically, here, we need to add a tab that will display that website or app within the Salesforce instance. Now, I am going to explain the web tabs in Salesforce and how we can create one.
Web tabs in Salesforce
In Salesforce, custom Web tabs display any external web-based application or web page in a Salesforce application tab. You can design Web tabs to include the sidebar or span across the entire page without the sidebar.
When we open the custom web tab, it displays the website which URL we have entered while creating the web tab.
Create Web tabs in Salesforce
To create the web tabs in Salesforce Lightning, navigate to the setup page and follow the steps below.
1. On the setup page, go to Quick Find and search, then select tabs.
2. In the tab setup window, click on the New button in the Web Tabs section.
3. In this window, we have to select the page layout for the web tab. The full page width spans across the entire page without the sidebar, while the column style allows users to view the sidebar.
After selecting the page layout, click the Next button.
4. In this step, we have to define the content and display properties for the web tab. In the section Display Properties, enter the Tab Label and Tab Name.
After this, select the tab style and enter the Content frame height that will be the height (pixels) of the tab.
At last, enter the description and click on the Next button.
5. In this step, we have to enter the URL details of the web page, here we have the option to serve the URL with a simple link address like https://yoursite.com, or we can include the field in the URL like https://yoursite.com/search?q={!Org_Name}.
Click on the button Preview tab view to preview the web tab.
Enter the URL in the text area of the Button or Link URL and click the Save button.
6. In this step, select the visibility of the tabs for the users. We have the option to set it as either the same visibility for all users or a different visibility for each user.
We have options to keep visibility as Default On, Default Off, or tab hidden to ensure that all users have the same visibility.
To set the visibility differently for each user, we have to select the visibility from the Tab Visibility dropdown.
After this, click on the Next button.
5. Select the custom applications from the checkbox for which the new custom tab will be available. To make the tab available for all custom applications, activate the Include Tab checkbox.
At last, click on the Save button.
Navigate to the application on which you have added the custom web page and click on the tab with the label of the web page.
This way, you can create a custom web tab in Salesforce by following the above steps.
Conclusion
In this Salesforce tutorial, we have learned about Web tabs and created a custom web tab by following the above steps. By now, you might have a good understanding of web tabs in Salesforce, and by creating a custom web tab, you will be able to enhance the user interface in your Salesforce instance.
You may also like to read.
- How to Create Custom Tabs in Salesforce
- How to Create Lightning Page Tabs in Salesforce
- How to Add Tabs on Lightning Record Pages in Salesforce
- How to Add and Remove Tabs in Salesforce
- How to Create Visualforce Tabs in Salesforce
- Add Visualforce Page Tab in Salesforce
- How to Create Dynamic Forms in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
