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How to Create a Custom Object TABS in Salesforce? Best Guide for 2023

How to Create a Custom Object TABS

Salesforce is a powerful and widely used CRM platform that helps organizations manage their client data and interactions streamlined and efficiently. 

One of the significant factors of Salesforce is the ability to create custom object tabs allowing companies to monitor and control specific and unique data types in an organization. 

But the question is how to create a custom object TABS in Salesforce.

Generally, creating custom object tabs can be a complex process, but with Salesforce's proper guidance and tools, businesses can meet their particular requirements. 

So, In this blog, we will provide a step-by-step process for creating custom object tabs in Salesforce, along with tips and best practices to help you get the most out of this powerful feature in 2023. 

But before this, let's give you a short intro about custom object TABS in Salesforce. Now, let's get started!

What are Salesforce Objects?

image showing Salesforce Objects

Database files that allow you to store specific data in an organization are known as Salesforce objects. There are two types of Salesforce objects, Namely:

Standard Objects

Objects offered by, such as contracts, users, dashboards, and reports, are the Standard objects.

Custom Objects

User-created objects are called custom objects. They provide knowledge that is exclusive and crucial to their business. Further, custom objects serve as the brain of any service and give data sharing a framework.

Characteristics of Custom Objects

The following are the four main characteristics of Salesforce Custom Objects that may help your business:

  • Custom field

  • Page layouts

  • Relationship to another object

  • Custom user interface tab

Custom Object Behavior

With the help of a user interface, you may expand your company's data by generating custom objects. Custom objects are custom database tables that allow you to store specific information or data related to your company.

Along these, Custom objects function and interact with objects similarly to Standard Objects. Further, these can establish many-to-many connections with other standard or custom objects. These allow you to multiple linked records between objects and vice versa.

External Objects

External objects are identical to custom objects. The main difference between these two objects is external objects collect data from sources other than your Salesforce company. These are accessible utilizing Files Connect and Salesforce Connect.

Big Objects

Big Objects can handle and store large data amounts and information on the Salesforce platform. You can import sizable databases from external systems or store data from several other objects into big objects. Moreover, these will assist you in having a broad customer view.

Above all, big objects offer consistent performance regardless of the quantity of data. Further, there are two kinds of Big Objects. Namely: 

  • Custom big objects

  • Standard big objects 

They both provide scalable and consistent experiences.

Relationships Among Objects

Relationships facilitate two objects association. These might be custom objects or standard objects. You can specify various forms of relationships by adding customized relationship fields to an object.

Besides, to clear relationship type differences, you must understand how relationships manage data security, record ownership, deletion, and compulsory sections in page layouts.

What are Salesforce Custom Object Tabs?

Custom Object Tabs can assist you in adding your objects, layouts, and fields on the Salesforce app UI. They function exactly like every other Salesforce tab except that they are fully customized.

The App Exchange's "Report Sender Plus" application is a custom application example. However, it doesn't contain any method to edit the report plan owner.

So, below are the steps that will help you add this valuable function to your organization. Let’s get started!

How to Create a Custom Object TABS in Salesforce? 

Image showing how to create a custom object TABS in Salesforce

For creating custom object tabs in Salesforce, follow the steps given below:

  1. Firstly, go to Setup and type "Tabs" in the Quick Find bar, then select Tabs.

  2. Now, click the "New" option in the related list of Custom Object Tabs.

  3. After that, To display the custom object in the custom tab, click the "Custom Object" option. If you haven't already made the custom object, simply pick the "create a new custom object now" option and follow the provided instructions to create a Custom Object. Moreover, the new tab's name is identical to the custom object label's plural version.

  4. Click the "Tab Style" lookup icon to access the "Tab Style Selector.” If the tab style is in use already, a number will appear in brackets next to your tab style name. 

  5. Now, to see the implemented style tabs, move your mouse cursor over the style name. Further, to filter this selection, click the “Hide styles” option used on other pages.

  6. To select an icon or color palette for the custom tab, click the "Tab Style" option. Besides, if your organization has permission to Documents tab, you may select the "Create your own style" option on the "Tab Style Selector" window to make a unique tab style. So, to generate your tab style, follow these steps:

  • To open the “color selection window,” press the "Color lookup" symbol. Then, select a color.

  • Now, select the document subdirectory, click Insert a Picture, then choose the desired image. Besides, to locate a document name containing your search word, you can also select Search in Documents, type your search term, and select the "Go" option.

  • Click "OK" after selecting a file. The tool for creating custom tabs reappears.

  1. Alternatively, select a unique URL to use as the tab's opening splash page for users' first visit. After that, write your tab's description, and click "Next."

  2. Select the user accounts that will have access to the new custom tab. (For Salesforce One license holders and Professional Edition users, tab availability is set to "Default On.")

  3. Lastly, select which custom applications the new tab should include. If your users have customized their displays, you may add the tab to their personalized display options by choosing the "Append" tab for users' current personal customizations. Now, click the “Save” option. And your Salesforce custom object tabs are created!

Wrap Up

So, in this blog, we taught you everything about Salesforce objects and both types, standard and custom objects. We also provide you with step-by-step guidance about how to create a custom object TABS in Salesforce.  

For any questions, feel free to comment down below!


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