Creating custom web tabs

View content from external Web sites from within Salesforce CRM

Overview

What is a custom web tab? 
A web tab is a custom tab that displays web content or applications embedded in a Salesforce CRM window. For instance, you can create a tab to view your company’s intranet or a wiki that you use frequently so that you can find the information you need without leaving your Salesforce CRM.

Why are custom web tabs important? 
Custom tabs enable you to create a specific set of web tabs customized for the web pages you use most frequently. 

Create a custom web tab

1. Click Setup —› App Setup —› Create —› Tabs
2. Click New next to Web Tabs.
3. Choose Tab Layout and then click Next – you can either choose to have the content run across the full page width, or to include the sidebar to help you navigate your Salesforce CRM.
4. Choose the Tab Type:

• URL – Choose this if you want to show the content of a web page in the tab, like a map webpage or a wiki.
• Custom S-Control – Choose this if you have previously created a custom s-control that you want displayed in the web tab. S-Controls can contain any type of content that you can display or run in a browser.

1. Enter Label – This will be the name of the tab. It should be an easy way for people to know what the tab contains.
2. Enter Tab Name – This is a unique name that will ensure there are no naming conflicts within Salesforce. Hover over the information button for more details.
3. Select Tab Style – Salesforce CRM has a number of different colors and tab styles you can choose from.
4. Enter Content Frame Height – This determines the length of the page eyou create.
5. Click Next when you’re done filling out the information on this page.
6. Select Merge Field – Salesforce CRM can use one or more merge fields to insert data from your Salesforce CRM into the URL in the web tab.
7. Select Encoding – If you are based in the United States, then you can leave the Encoding selection as “Unicode (UTF-8)”. Otherwise, choose the Encoding for your web content.
8. Click Next when you’re done filling out the information on this page.
9. Choose the Applications to which you want to add your tab.
10. Click Save when you’re done.