How to Create Tabs in App Builder

In our previous blog post we had discussed about Component Visibility in App Page. In these blog post we discuss about How to Create Tabs in App Builder

How to Create Tabs in App Builder

Salesforce App Builder offers a flexible way to build custom interfaces for users, and one of the best ways to optimize user experience is by creating organized and interactive tabs. This guide will show you how to set up, customize, and manage tabs in the Salesforce App Builder to create a streamlined navigation system for users.

Understanding the Purpose of Tabs in App Builder

Tabs in Salesforce App Builder enable users to organize related information on a single page. Instead of cluttering a page with all content visible at once, you can use tabs to break it down into sections, providing a cleaner and more manageable view.

Prerequisites for Creating Tabs in App Builder

Before diving into tab creation, ensure you have the following:

• Salesforce Admin Access – You’ll need admin privileges to make and save changes in the App Builder.
• Basic Understanding of App Builder – Familiarity with Salesforce App Builder is essential, as it involves working with layouts, components, and configurations.

Navigating to Salesforce App Builder

To start creating tabs in App Builder:

Login to Salesforce Account

Click gear icon Navigation to Salesforce Setup

Search Quick find box Lightning app builder

Create edit page

Add a Tab components

Configure tabs

Add content of tabs

Save and Activate

Creating a New Lightning Page

Creating a Lightning page is the first step:

Click on New to create a new Lightning page.

Select the type of page you want to create:

App Page: Ideal for standalone applications.

Record Page: Used for specific records.

Home Page: Great for user dashboards.

Name the page and choose a layout.

Adding the Tabs Component

To create a tabbed interface:

1. In the Lightning App Builder layout editor, find the Tabs component in the component panel on the left.
2. Drag the Tabs component to your layout.

Adding Tabs to Different Page Types

Depending on your page type, you might add tabs for:

• App Pages: Great for separating reports, analytics, and frequently accessed tools.
• Record Pages: Useful for organizing related records, activities, and notes.
• Home Pages: Tabs can hold dashboards, notifications, and custom reports.

Customizing the Tab Properties

Naming the Tab Labels

To make tabs intuitive:

1. Click on the tab component to access its properties.
2. Under Tab Labels, rename each tab to represent its content (e.g., “Details,” “Activities,” “Reports”).

Selecting the Content for Each Tab

1. Under each tab, drag and drop specific components like lists, dashboards, or forms.
2. Tailor each tab to display relevant content based on user needs.

Adding Additional Tabs

You can add extra tabs as needed:

1. In the tab properties, click Add Tab.
2. Repeat the customization steps for the new tab.
3. Keep the number of tabs manageable for a clean and user-friendly layout.

Customizing Tab Display Settings

For an optimal user experience, consider adjusting the display settings:

• Default Tab: Choose which tab opens by default.
• Icon Selection: Add icons to tabs for easy identification.
• Tab Order: Arrange tabs in the order that best suits the user’s workflow.

Using Predefined Templates for Tabs

Salesforce provides templates that can help speed up your tab setup:

1. Select a template that fits your needs, such as Split View or Single Column.
2. Modify the template components to suit your tabs’ layout and requirements.

Assigning Tabs to Specific Profiles

Ensure that the right users see the tabs by assigning pages to profiles:

1. In App Builder, select Page Assignments.
2. Assign the tabbed page to specific profiles, ensuring only relevant users access it.

Testing Your Tabs in Different Environments

Testing ensures that tabs function as expected:

1. Preview the page to check for responsiveness across devices.
2. Use Salesforce’s Sandbox environment for extensive testing without impacting live data.

Best Practices for Organizing Content with Tabs

Some best practices to consider:

• Group Related Information: Keep related content within the same tab.
• Limit the Number of Tabs: Avoid excessive tabs, as too many can confuse users.
• Use Consistent Naming: Clear and descriptive names improve user navigation.

Common Mistakes to Avoid When Creating Tabs

To keep your tab layout effective:

• Overcrowding: Avoid filling tabs with too much information.
• Misleading Labels: Labels should accurately describe content.
• Poorly Ordered Tabs: Prioritize frequently used tabs by placing them at the beginning.

Conclusion

Creating tabs in Salesforce App Builder is a powerful way to organize information for your users, offering them an easy-to-navigate, structured interface. By customizing tab properties, carefully selecting layouts, and testing functionality, you can create an efficient experience that meets your organization’s needs.

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FAQs

Can I add icons to my tabs in App Builder?
Yes, icons can be added to enhance tab visibility and make navigation intuitive.

Is it possible to create tabs without admin access?
No, admin privileges are required to create and edit tabs in Salesforce App Builder.

How many tabs should I include on a page?
Limit tabs to around 3-5 to avoid overcrowding and ensure user-friendliness.

Can tabs display different content for different profiles?
Yes, you can assign different tabs to specific profiles to tailor content per user role.

What’s the best way to test tabs?
Use the Salesforce Sandbox environment to thoroughly test your tabs before deploying to production.

In our next blog post we will discuss about What is Dynamic Forms in Salesforce