How to Add and Remove Tabs in Salesforce [2 ways]

Recently, while modifying the application layout according to the client’s requirements, we created some custom tabs. To make these tabs available to users, we have to add them to the lightning pages.

Here, I will explain what tabs are in Salesforce and their types. Then, I will show you various ways to add or remove tabs in Salesforce. Additionally, we will see how we can reorder tabs that have already been added to the app in Salesforce.

Table of Contents

Tabs in Salesforce

A Salesforce tab is a way to navigate to an object. It allows users to access specific sections containing information on available data, activities, and tools. With tabs, we can access related lists like activities, cases, and opportunities, which helps reduce information clutter on a single page.

These tabs are placed on the navigation bar in applications, whether standard or custom. However, it is not always necessary that all the tabs are present in the app; maybe later on, according to the requirement, you want another tab in the app or want to remove it from any app.

So, in Salesforce, we can easily customize the tabs by adding, removing, and even reordering them.

Below are the following pages where we can add tabs in Salesforce:

Navigation Bar Menu in Salesforce.
Salesforce Lightning Record Page.

Navigation Bar Menu in Salesforce

The navigation bar in Salesforce is a menu at the top of the screen where we can place the standard and custom tabs in Salesforce. The tabs represent different sections like Home, Accounts, Contacts, Opportunities, and more. We can click on these tabs to access the information or data related to the particular object.

Add Tabs to The Navigation Bar Menu in Salesforce

There are two different ways to add the created tabs to the navigation bar menu in Salesforce:

Add Tab From App Page in Salesforce.
Add Tab From Lightning App Builder in Salesforce.

Add Tab From App Page in Salesforce

Using the following steps, we can add a tab from the app page in Salesforce.

1. First, open the Setup page by clicking on the Gear icon (⚙️) and selecting the Setup option.

How to Add and Remove Tabs in Salesforce [2 ways]

2. Click on the App Launcher icon and open the App in which you want to add the tab.

In our case, we will open on the University Management App.

3. Next, click on the Pen icon (🖋️) to personalize your Salesforce app’s nav bar. This will open a widget in Salesforce Lightning.

4. From the widget, click on the Add More Items button. This will open an Available Tabs list from which we can add tabs.

5. Now select the tabs that you want to add to the app and then click on the Save option.

6. In the above example, we have added the Calendar tab to the University Management App in Salesforce. Here, you can see that the tab has been added successfully.

how to remove tabs from navigation bar in salesforce

This is how we can add a tab from the app page in Salesforce.

Add Tab From Lightning App Builder in Salesforce

Using the following steps, we can add a tab from the lightning app builder in Salesforce.

1. In the Quick Find box, search for the App Manager and click on it. This will open the App Manager page.

2. Select the application to which you want to add the tab. Click on the Down Arrow icon (⬇️), and click on the Edit button.

3. After this, you will see the Lightning App Builder page; from the App Settings menu, click on the Navigation Items option.

5. Next, we need to select and move the required tab(s)/item(s) from the Available Items section to the Selected Items section. Then, click on the Save button to save the changes.

how to add tab to app in salesforce lightning

This is how we can add a tab from the lightning app builder in Salesforce.

Remove Tabs From The Navigation Bar Menu in Salesforce

There are following two different ways to remove the tabs in Salesforce:

Remove Tab From App Page in Salesforce.
Remove Tab From Lightning App Builder in Salesforce.

Remove Tab From App Page in Salesforce

Note: The removal of the tab from the app page method only works if you want to remove the custom tab from the app in Salesforce.

Using the following steps, we can add a tab from the app page in Salesforce.

1. Open the app from where you want to remove the tab. Click on the Pen Icon (🖋️), and click on the Cross Icon (❌) given in front of the item. Once we click on it, that particular tab will be removed from the Salesforce app’s nav bar.

This is how we can remove a tab from the app page in Salesforce.

Remove Tab From Lightning App Builder in Salesforce

Using the following steps, we can add a tab from the lightning app builder in Salesforce.

1. In the Quick Find Box, search for the App Manager. Select the Salesforce App that you want to remove the tab. For this, click on the Down Arrow (⬇️) and click the Edit option.

2. From the App Settings menu, click on the Navigation Items link.

3. Select and move the item(s) from the Selected Items list to the Available Items list. In the last, click on the Save button to save changes.

This is how we can remove a tab from the lightning app builder in Salesforce.

Reorder Tabs in Salesforce

Using the following steps we can reorder the tabs that are added to the navigation bar on the app.

1. Search for App Manager in Quick Find and select the App whose tab you want to rearrange. Click on the Edit option from the Dropdown next to them.

On the right side of the screen, you will see arrows pointing upward and downward. Use those arrows to select a tab and move it. Then, click on the Save button to save your changes.

In this way, you can reorder the tabs in Salesforce.

Conclusion

I hope you have got an idea about how to add or remove tabs to the app in Salesforce. We have seen two methods to add or remove tabs. We have also seen how to reorder the tabs that we already added to the app in Salesforce.

I have explained step by step how we can add, remove, and reorder the tabs in Salesforce.