Creating custom object tab

Expand the functionality of Salesforce CRM with custom object tabs

Overview

What is a custom object tab?
In Salesforce CRM, a tab is a home for a certain type of information. For instance, the Contacts tab in Salesforce CRM is where you go to quickly view and manage your contacts.

Why are custom object tabs important?
Each business is unique. Custom object tabs help you manage information that is important for you and your business. For example, if you’re an advertising business and you track your ad prices in a custom object, creating a custom object tab gives you a centralized place to view and manage your ad price records. 

Create a custom object tab

1. Click Setup —› App Setup —› Create —› Tabs
2. Click New next to Custom Object Tabs.
3. If this is your first new tab, you will not have any “objects” in the dropdown menu and will need to create a custom object before you can create a tab. To do so, click Create a New Custom Object Now.

   Custom objects are custom Salesforce CRM database tables that let you store information unique to your organization. To take the advertising business example, if you created a custom object for tracking ad prices, you’d create a table to define ad price scenarios.

• Enter Label – This will be the name of the tab. It should be an easy way for people to know what the tab contains.
• Enter Plural Label – This is simply the plural form of your label.
• Enter Description to explain what your custom object is or what it should be used for.
• Select the Data Type that makes sense for your object.
• Select the Optional Features you want to have on the page. For this example, select them all.
• Select Add Notes and Attachments related list to default page layout so you can attach documents and write notes.
• Select the Launch New Custom Tab Wizard after saving this custom object checkbox to automatically be taken into the custom tab wizard.
• Click Save when you’re done filling out the information on this page.

1. Select the Object you just created.
2. Select Tab Style.
3. Click Next.
4. Choose the Applications to which you want to add your tab.
5. Click Save when you’re done.

Use your custom object tab

Click on the All Tabs tab to see and use the tab you created.

To learn how to customize the page layout, watch the Page Layout tutorial in Salesforce CRM. You can find it in Setup → App Setup → Customize → Accounts → Page Layout.