How to Set Tab Style in Salesforce

Every day we 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 the label so it is important to choose an icon wisely. While using salesforce, you must have seen icons in front of the object names.

wondering how to set an icon in salesforce? Read the complete tutorial, we have explained how to set Icon from the predefined list of icons in salesforce. Also, we have demonstrated how to upload your own icon in salesforce.

These are the topics we will cover in this tutorial: –

• How to Set Tab Style in Salesforce
• How to Create your own style in salesforce

How to Set Tab Style in Salesforce

While working on the salesforce, I observed that each standard object (Account, Contacts, Opportunities, etc) has an icon next to its name.

Not only the objects, but even app names also have icons in salesforce. This made me think about how to set tab style in salesforce.

Do you want to learn how to set tab style in salesforce? Read the complete blog.

In salesforce, while creating a new custom object you will get the options Tab Style, this will allow browsing through a list of icons and from there you can set the icon.

We assume that you are aware of how to create custom objects in salesforce. Follow these steps to set tab style in salesforce: –

Step 1: While creating a new custom object tab, you will find a field with the name Tab Style. Click on the Magnifying glass next to it.

Step 2: On clicking the magnifying glass, a window will appear that has various styles available. Choose an icon close to the mentioned object name. for example, if the object name is Break then Cup could be the most appropriate icon.

On clicking the icon name, the icon will be set for the custom object in salesforce. Want to know how to create your own icon in salesforce? read this next section.

Read How to Create a Campaign in Salesforce

How to Create your own Tab style in salesforce

Previously we have learned that icons can be by feeding the value in the Tab Style field that appears while creating a custom object in salesforce.

There we saw a wide variety of Tab style selectors, and we can choose anyone for the object. But let’s suppose New York Times in the United States want to create a new object for their salesforce application with the name Anonymous Editors.

So that every time they receive News from an unidentified source or if the source doesn’t want to reveal their identity they will keep the news under Anonymous Editors. New York Times wants to add an icon of a detective on that object.

Let’s help the New York Times in adding a tab style to the custom object.

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

Step 1: From the New Custom Object Tab, click on the magnifying glass.

Step 2: Click on the Create your own style button present at the top center of the salesforce screen.

Step 3: From this new window – Define a new color style and click on the magnifying glass for color in salesforce. This will add a background color to the image.

Step 4: After adding a background color, click on the Insert an image button to add an icon image in salesforce.

Select the image from the file location of choice, since we have already created a new document with the name New York Times and stored the image inside that folder. That is why it is appearing such that.

Step 5: After selecting the image click on the Ok button to apply the changes in salesforce. After that, you can proceed with the creation of the custom object.

In this way, we have learned how to add an icon image to the custom object also we have covered how to create a new tab style in salesforce. This can be performed on both salesforce lightning and salesforce classic experiences.

In this tutorial, we have learned how to set tab styles in salesforce. Also, we have covered these topics:

• How to Set Tab Style in Salesforce
• How to Create your own style in salesforce

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