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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Creating custom tabs


To create or view records related to the objects, you have to associate a tab with it. In Salesforce, tabs are ways to create, manage, edit, and delete records. Custom objects and tabs have a one-to-one relationship; it means that you can't associate one object with more than one tab. The following types of tab exist in Salesforce:

  • Custom Object Tabs: This type of tab is used to associate a custom object

  • Web Tabs: This type of tab is used to display any external web-based application or web page in a tab

  • Visualforce Tabs: This type of tab is used to associate a Visualforce page

  • Lightning Page Tabs: This type of tab is used to associate a Lightning page

A business scenario: David Guzman has created the custom object registration and all the necessary fields. Now he wants to create a few records to test it out.

To fulfill the preceding requirement, we have to associate a registration object with a tab. To create a tab for a registration object, follow these steps:

  1. Click on...

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