How to Add Tabs on Lightning Record Pages in Salesforce

In this Salesforce tutorial, we will learn to Add Tabs on Lightning Record Pages by using the Lightning App Builder. We will discuss the whole process in detail with the help of examples for better understanding.

Add Tabs On Lightning Record Pages

Add tabs on record pages help in maintaining a structured and organized way to store information, and it eases the user and administrator experience as well. By Adding tabs, we customize the record page and provide it more flexibility.

We can access the related lists like activities, cases, and opportunities with their separated dedicated tabs, and it also helps to reduce the clutter of information on a single page. There are two ways by which we can add tabs to the record page in Salesforce.

• Add Tabs through Lighting Application
• Add Tabs through Lighting App Builder

Add Tabs through Lighting Application

Login to your Salesforce account and follow the steps below to Add Tabs on Salesforce Lightning Record Pages.

Step 1- On the Setup page of Salesforce Lightning, click on the App Launcher, and there search for Sales, and then from the options, click on Sales.

Step 2- In the Sales App, click on the Accounts tab, and from the list of accounts, select an account. I have selected an account Volkswagon Machines, to add a tab.

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

Step 4- Now we are on the Account Record Page, and now we will add a tab to the record page, for that go to the right of the screen, and there click on the Add Tab button after selecting tab type from the heading Tab label, and we have the option to add standard or Custom tab. In this case, I have selected the Custom option.

Step 5- After selecting the Tab Label, enter the tab’s name in the Custom Label field. I have named it as information in this case and in the last click on the Done button.

Step 6- As we can see, a new tab, Information, is added to the Page layout and now we will add standard components to this tab. To add a standard component, pick a standard component from the list of standard components in the left sidebar and drag it to the tab region as shown in the picture below, and then click on the Save button.

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

Read How to View Record Pages Assignments in Salesforce

Add Tabs in Record Page through Lightning App Builder

To Add Tabs in Record Page through Lightning App Builder, First login to your Salesforce account and follow the below steps.

Step 1- On the Setup page of Salesforce Lightning, click on the Quick Find box, search Lightning App Builder, and click on the same as shown in the picture below.

Step 2- In the Lightning App Builder, select a Record Page from the list of lightning pages. I have selected a Record Page named Opportunity Record Page, click on the Edit button on the left side of the record page.

Step 3- Now the Opportunity Record Page is open in the lightning app builder, and here select the template region to add a tab, then click the button Add Section.

Step 4- The new tab will be created with the name of the previous tab, now click on the Related tab and then select the new Tab label from the list of Section Labels. I have selected the option Conversation for the new tab.

Step 5- After selecting the Tab label, click the Done button and click the Save button to apply the changes.

Step 6- Now, as we can see on the record page, the new tab Conversation is added to the Record page and we have also added a component Recent Items in the Conversation tab

Now we have successfully Added a tab to a Lightning Record Page with the help of Lightning App builder.

Conclusion

In this tutorial, we learned to add tabs to the Lightning Record pages in Salesforce with the help of the above steps. We discussed the method of adding tabs on the record page in Salesforce with the help of two possible ways, and along with that, we came to know about the requirement to add a tab to the lighting Record page.

You may like to read:

• How to Customize Record Page with page layout in Salesforce
• How to Add Standard Components to Record Page in Salesforce