Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

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...