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79 lines
2.5 KiB
Markdown
79 lines
2.5 KiB
Markdown
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---
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name: salesforce-custom-tab
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description: Generate CustomTab metadata XML for object tabs, web tabs, or Visualforce tabs. Use when adding navigation tabs to Salesforce applications.
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---
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## When to Use This Skill
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Use this skill when you need to:
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- Create tabs for objects, web pages, or Visualforce pages
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- Add navigation tabs to applications
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- Configure tab visibility and access
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- Troubleshoot deployment errors related to custom tabs
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## Specification
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# CustomTab Metadata Specification
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## 📋 Overview
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Custom tabs for navigating to objects, web content, or Visualforce pages within Salesforce applications.
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## 🎯 Purpose
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- Provide navigation to custom objects
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- Link to external web content
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- Access Visualforce pages
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- Organize application navigation
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## ⚙️ Required Properties
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### Core Tab Properties
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- **label**: Display name of the tab
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- **fullName**: API name of the object (for object tabs)
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- **url**: Web URL (for web tabs)
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- **page**: Visualforce page name (for Visualforce tabs)
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## 🔧 Tab Types
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### Object Tabs
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- **Purpose**: Navigate to custom or standard objects
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- **Required**: `fullName` property (set to object API name)
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- **Example**: `<fullName>CustomObject__c</fullName>`
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### Web Tabs
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- **Purpose**: Link to external websites or web applications
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- **Required**: `url` property
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- **Example**: `<url>https://example.com</url>`
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### Visualforce Tabs
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- **Purpose**: Access custom Visualforce pages
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- **Required**: `page` property
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- **Example**: `<page>CustomPage</page>`
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## 🎨 Tab Configuration
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### Tab Style
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- **Default**: Use standard tab styling
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- **Custom**: Can specify custom tab styles if needed
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### Tab Visibility
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- **Default**: Visible to all users with access
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- **Custom**: Can be configured for specific user profiles
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## 📱 Supported Applications
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- **Standard Apps**: Available in standard Salesforce applications
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- **Custom Apps**: Can be included in custom applications
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- **Community Apps**: Available in community applications
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## 🔗 Integration Points
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- **Object Relationships**: Links to related object records
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- **Web Content**: External website integration
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- **Visualforce Pages**: Custom page functionality
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- **Lightning Components**: Modern component integration
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## ✅ Best Practices
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- Use clear, descriptive tab labels
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- Choose appropriate tab types for functionality
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- Consider user experience and navigation flow
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- Test tab functionality across different applications
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- Ensure proper permissions and visibility settings
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- Follow consistent naming conventions
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