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Apps and Tabs in Salesforce

Apps and Tabs in Salesforce

What You’ll Learn

tick What is App and its types?

tick How to create an App ?

tickWhat are tabs in salesforce & its types?

tick How to create a tab?

tick What is tab visibility?

What are Apps in Salesforce?

Apps in Salesforce are a window on which we can access a set of tabs each consisting of different types of information and functionalities. It simply consists of a name, a logo, and an ordered set of tabs. The simplest app contains only one tab i.e the home tab and a default logo.

Types Of Salesforce Apps

There are 2 types of Apps in Salesforce:

1. Salesforce Standard Apps

Apps are already present in every new instance of Salesforce by default. It includes App Launcher, Call Center, Community, Content, Marketing, Sales, Salesforce Chatter, and

These apps are a collection of items that include everything from the Classic apps list, plus Lightning page tabs, and utilities like Sales Dialer. In Lightning apps, you can customize the app’s logo and enhance its branding by customizing the color of the navigation bar.

2. Salesforce Custom Apps

These apps are built to meet the specific business needs & requirements of an organization. Custom apps can be made by grouping standard as well as custom tabs. Logos in custom apps can be added and they can be changed after that as well. Various applications can be created depending on the businesses, like the Institute app, Hotel management app, project management app, etc in Salesforce.

About Console Apps

Console apps are designed and developed to provide a different and superior UI experience so that users can use the application productively. Only UI difference is there, the rest of everything is the same as standard and custom apps.

It is mostly used for fast-paced sales and service environments where users can use many functionalities at the same time on a single window without the need to refresh the whole page. The console app provides partial refresh which refreshes the updated tabs without refreshing the whole page.

It can include LiveAgent (Chat), Softphone (call), and several other tabs including the VisualForce pages/ LWC pages.

It provides the access to data and features frequently used by the user. Users can see records as well as items related to them on one screen. It also allows you to work on multiple items simultaneously.

What Are Tabs In Salesforce? 

Tabs in Salesforce help users view the information at a glance. It displays the data of objects and other web content in the application. It is used to build records for objects and to view the records in the objects.

Types Of Tabs In Salesforce

There are mainly 6 types of tabs: 

1. Standard Object Tabs

Standard object tabs display data related to standard objects. like Accounts, Contacts, and Cases are some standard tabs.

2. Custom Object Tabs 

Custom object tabs display data related to custom objects. These tabs look and function just like standard tabs. For example, we can create a Students tab for the Student object and a Rating tab for the rating object.

3. Web Tabs

Web Tabs display any external Web-based application or Web page in a Salesforce tab.

4. Lightning Component Tabs 

Lightning component tabs make Lightning components available in the Salesforce mobile apps and in Lightning Experience.

5. Lightning Page Tabs

Lightning page tabs let you add Lightning app pages to the Salesforce mobile app and Lightning Experience navigation bars.

6. Visualforce Tabs

Visualforce Tabs display data from a Visualforce page.

Tab Visibility

1. Default On

Show the tab by default for users with this profile. Individual users can override this setting for their login.

2. Default Off

Hide the tab by default for users with this profile. Individual users can override this setting.

If the tab visibility is default off then the user will still be able to access the tab by clicking on the “+” symbol at the end of all visible tabs on the top bar or in the App Launcher.

3. Tab Hidden

Hide the tab and do not allow individual users to override this setting in their customization.

If the tab is hidden then it will neither be visible on the top bar nor by clicking on the “+” symbol or by going into the App Launcher.

  1. However, users can edit this according to their preferences.
  2. Whenever we delete any custom tab then the object associated with that is not deleted.
  3. When we delete a custom object then the tab associated with that object is deleted.

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