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Each tab belongs to an item and displays records from a selected Salesforce object.

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New Tab

Create a new tab in an item.
1

Open New Tab dialog

In the item view, click New Tab next to the existing tabs.
2

Enter tab details

Enter the required information.
  • Object – The Salesforce object used by the tab
  • Tab Name – The display name of the tab
3

Save

Click Save to create the tab.

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Edit Tab

Update tab details.
1

Open tab menu

In the tab list, select the tab and click the dropdown menu.
2

Select Edit

Click Edit to open the Edit Tab dialog.
3

Update tab details

Modify the required information.
  • Tab Name – The display name of the tab
  • Tab Id – The tab record ID (read-only)
4

Save

Click Save to apply changes.
If the user does not have edit permission, the Edit action changes to View, and the dialog is read-only.

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Clone Tab

Create a new tab by copying an existing tab.
1

Open tab menu

In the tab list, select the tab and click the dropdown menu.
2

Select Clone

Click Clone to open the Clone Tab dialog.
3

Update tab details

Modify the required information before saving.
  • Tab Name – The display name of the tab
  • Tab Id – The tab record ID (read-only)
4

Save

Click Save to create the cloned tab.
Copies the tab configuration.

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Move Tab

Change the item of a tab.
1

Open tab menu

In the tab list, select the tab and click the dropdown menu.
2

Select Move

Click Move to open the Move Tab dialog.
3

Select destination item

Choose an item from Available Items.
4

Save

Click Save to move the tab.

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Delete Tab

Remove a tab from its item.
1

Open tab menu

In the tab list, select the tab and click the dropdown menu.
2

Select Delete

Click Delete to open the Delete Tab dialog.
3

Confirm deletion

Click Delete to remove the tab.
Deleting a tab removes its configuration but does not delete Salesforce data.
Actions are disabled if the user does not have permission.