Each tab belongs to an item and displays records from a selected Salesforce object.
New Tab
Create a new tab in an item.
Open New Tab dialog
In the item view, click New Tab next to the existing tabs.
Enter tab details
Enter the required information.
Object – The Salesforce object used by the tabTab Name – The display name of the tab
Save
Click Save to create the tab.
Edit Tab
Update tab details.
Open tab menu
In the tab list, select the tab and click the dropdown menu.
Select Edit
Click Edit to open the Edit Tab dialog.
Update tab details
Modify the required information.
Tab Name – The display name of the tabTab Id – The tab record ID (read-only)
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.
Clone Tab
Create a new tab by copying an existing tab.
Open tab menu
In the tab list, select the tab and click the dropdown menu.
Select Clone
Click Clone to open the Clone Tab dialog.
Update tab details
Modify the required information before saving.
Tab Name – The display name of the tabTab Id – The tab record ID (read-only)
Save
Click Save to create the cloned tab.
Copies the tab configuration.
Move Tab
Change the item of a tab.
Open tab menu
In the tab list, select the tab and click the dropdown menu.
Select Move
Click Move to open the Move Tab dialog.
Select destination item
Choose an item from Available Items.
Save
Click Save to move the tab.
Delete Tab
Remove a tab from its item.
Open tab menu
In the tab list, select the tab and click the dropdown menu.
Select Delete
Click Delete to open the Delete Tab dialog.
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.
