How to Set Tab Style in Salesforce

Do you want to set tab style in Salesforce? In Salesforce, the object icon or tab style is a visual representation related to each object in the Salesforce user interface.

Every day, you go through various applications on mobile, tablets, laptops, and workstations. These applications have icons that trigger a function on click. For example, the Dialer icon on your phone will allow you to dial a number.

So, icon plays an important role, and they can be used instead of labels, so it is important to choose an icon wisely. The icons help users to identify types of objects within the platform.

In this Salesforce tutorial, I will explain how to change icons for objects in Salesforce. I will also explain how to create a custom tab style in Salesforce.

Table of Contents

You can set the tab style in Salesforce Lightning and Salesforce Classic. However, before setting the tab style, it is always recommended that you create an object in Salesforce.

When you are creating a custom object, at that moment, you can set up the tab style. But if later on you want to change the tab style of the Salesforce tab you can also do that.

By default, there are multiple salesforce tab icons; you can choose from them.

Change Object Icon Salesforce Lightning

Step-1: Click on the “Gear” icon, then select the “Setup” option.

Step-2: Click on the “Quick Find” box and search for “Tabs”. Once you find it, click on it.

Step-3: You will get the list of the custom tabs that you have created for custom objects. Find out whose tab style you want to change and click on the “Edit” button next to it.

Step-4: You will find a field with the name “Tab Style”. Click on the “Magnifying Glass” next to it.

salesforce tab icons — Set Tab Style in Salesforce

Step-5: Click the magnifying glass, and a window with various styles will appear. Choose an icon close to the object name.

For example, if the object name is Break, then Cup could be the most appropriate icon.

Step-6: When you click the icon name, the icon for the custom object in Salesforce is set. Click on the “Save” button to complete the process.

In this way, you have learned the Salesforce Lightning change icon for the object.

Salesforce Change Object Icon in Classic

Below are the steps to change the object icon in Salesforce Classic:

Step-1: Click on the “Setup” option located at the top of the Salesforce Classic user interface.

Step-2: In the “Quick Find” box, search for “Tabs”. You will get this option under the “Create” section; click on it.

Step-3: From the custom object tabs, click on the “Edit” button whose icon you want to change.

Step-4: Click on the “Magnifying Glass” on the “Tab Style” field.

Step-5: Choose the appropriate tab style according to your object requirement and click on it from the list of icons.

Step-6: Click on the “Save” button.

How to Create Custom Tab Style in Salesforce

Suppose you have created an object in Salesforce and want to set a tab style for it, but you have found that the icon selector list does not include a relevant object icon. So you can create custom tab styles according to your requirements in Salesforce.

Here are a few things you should know before getting started:-

The size of the image must be 20Kb or less.
You should have permission to access the file
The file should be uploaded to the documents

You can create custom tab styles in both Salesforce Lightning and Salesforce Classic.The following are the steps to create a custom object icon in Salesforce:

Salesforce Lightning:

Step-1: Click on the “Gear” icon -> Select the “Setup” option -> Search “Tabs” in “Quick Find” -> Edit “Tab” for which to create a custom tab style.

Salesforce Classic:

Step-1: Click on the “Setup” -> Serch “Tabs” in “Quick Find” -> Edit “Tab” for which you want to create your own tab style.

Step-2: Click on the “Magnifying Glass” from the “Tab Style”.

Step-3: Click on the “Create your own style” button present at the top center of the tab style selector screen.

Step-4: Click on the “Magnifying Glass” on the “Color” field to set up the background color of the tab icon.

Step-5: Click on the “Insert an image” button to add an icon image in Salesforce.

Select the image from the file location of choice since you have already created a new document and stored the image inside that folder.

Step-6: After selecting the image, click on the “OK” button to apply the changes in Salesforce.

Conclusion

I hope you have understood Salesforce Tab Icons. I have explained step-by-step how to change the object icons Salesforce Lightning and Salesforce Classic.

Additionally, I have explained the steps to create a custom tab style in both the interfaces of Salesforce.

How to Set Tab Style in Salesforce | Change Object Icon in Salesforce