How to Add Tabs on Lightning Record Pages in Salesforce

In recent modifications to the Salesforce record page layouts in my org, I added a custom tab on the record page of an Account object to provide additional information about the related activities of the specific account record.

I will explain the tabs in Salesforce and how to add them to Lightning Record Pages. We will discuss the whole process in detail, using examples to help you better understand.

Table of Contents

What is a Tab in Salesforce?

In Salesforce, tabs are the user interface elements deployed at the front end. They allow 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.

Adding custom tabs on record pages helps maintain a structured and organized way to store information and ease user and administrator experience. This allows us to customize and organize the data on the record page.

Add Tabs on the Salesforce Lightning Record page.

1. On the Salesforce Lightning setup page, click on the App Launcher, then search and select the object to which you have to add a tab on the record page.

In this example, I have selected the Account object.

How to add tabs in Salesforce Lightning Record page

2. Open any record in the Account tab. The changes we make on this record page will be reflected in all the account object records.

how to add section in lightning record page

3. In the Account record page, click on the Gear Icon on the upper left side of the screen, and in the dropdown, click on Edit Page.

4. To add the tab, go to the screen’s right and click the Add Tab button after selecting the tab type from the heading Tab label.

We have the option to add a standard or custom tab. I have selected the Custom option here.

Enter the tab’s name in the Custom Label field after selecting the tab. In this case, I named it Information, the last click on the Done button.

Add custom tabs on Salesforce Lightning record page

5. The record page layout has a new tab, ‘Information.’ To add a standard component to the tab, drag the element to the tab region, as shown in the picture below, and then click the Save button.

How to Add Tabs on Lightning Record Pages in Salesforce

6. Return to the record page and exit the Lightning app builder. The custom tab, Information, has been added and is visible on the record page layout.

This way, we successfully added a tab to a Record Page in Salesforce Lightning through a lighting application.

Remove and Reorder the Tab on the Record Page in Salesforce

The steps below show you how to remove and reorder the Salesforce Lightning record page tabs.

Reorder Tabs on a Record Page

To reorder the tabs:

To reorder the tab, open the record page in the Lightning app builder using the Edit page option.

Then, in the Lightning app builder, click on the tabs section. Go to the right-hand side menu; drag and shuffle the tabs in the order you need.

After reordering the tabs, click the Save button to apply the changes.

Delete Tabs on the Record Page

To delete any standard or custom tab in the Salesforce Lightning record page, open the record page in the Lightning app builder and click on the tabs region.

You will see a list of tabs on the right-hand side, and from there, you can remove or delete the tab from the cross sign ‘‘.

How to delete a tab from record page in Salesforce

After removing the tab, click the Save button to apply the changes.

This way, you can reorder and remove the tabs from the record page in Salesforce Lightning.

Conclusion

In this tutorial, we learned to add tabs to the Lightning Record pages in Salesforce using the above steps. We discussed two possible methods of adding tabs to the record page in Salesforce and learned about the requirement to add a tab to the Lightning Record page.

We also learned how to reorder and remove the tabs from the record page in Salesforce Lightning.