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Amina Abou-ElmarahAmina Abou-Elmarah 

Display a Custom Tab

I created a custom tab with a field visit "Opportunity" principal-type detail.
My problem is that I can not make this tab visible on the positions of those who have a standard profile.

Thank you for your help
Steve MolisSteve Molis
Check the Tab visibility settings (Step 8 below)

Setting Tab Visibility

Available in: Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To set tab visibility:“Manage Users”
  1. Click Your Name | Setup | Manage Users | Profiles.
  2. Select a profile.
  3. Depending on which user interface you're using, do one of the following:
    • Enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from the list, then click Edit.
    • Original profile user interface—Click Edit, then scroll to the Tab Settings section.
  4. Specify the tab visibility.
    SettingDescription
    Default OnShow the tab by default for users with this profile. Individual users can override this setting. The Home tab setting can't be changed from Default On.
    Default OffHide the tab by default for users with this profile. Individual users can override this setting.
    Tab HiddenHide the tab and don't allow individual users to override this setting in their personal customization. Using this setting doesn't prevent users from accessing the records or list views from a tab; to prevent users from seeing records of that object type, remove the “Read” permission for the object.
  5. (Original profile user interface only) To reset users’ tab customizations to the tab visibility settings that you specify, select Overwrite users' personal tab customizations.
  6. Click Save.
Note
If Salesforce CRM Content is enabled for your organization but an administrator has not selected the Salesforce CRM Content User checkbox on the user detail page, the Salesforce CRM Content app has no tabs. The tabs display when the Salesforce CRM Content User checkbox is selected.

Creating Custom Object Tabs

Custom Object Tabs and Web Tabs available in: Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions

Apex Page Tabs available in: Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions


User Permissions Needed
To create and edit custom tabs:“Customize Application”

Define a new tab to display the data stored in your custom object records.

  1. Click Your Name | Setup | Create | Tabs.
  2. Click New in the Custom Object Tabs related list.
  3. Select the custom object to display in the custom tab. If you have not already created the custom object, click create a new custom object now and follow the instructions in Defining Custom Objects.

    The label of the new tab is the same as the plural version of the custom object label, as described in Defining Custom Objects.

  4. Click the Tab Style lookup icon to display the Tab Style Selector.

    If a tab style is already in use, a number enclosed in brackets [] appears next to the tab style name. Hover your mouse over the style name to view the tabs that use the style. Click Hide styles which are used on other tabs to filter this list.

  5. Click a tab style to select the color scheme and icon for the custom tab.
    Optionally, click Create your own style on the Tab Style Selector dialog if you want to create a custom tab style and your organization has access to the Documents tab. To create your own tab style:
    1. Click the Color lookup icon to display the color selection dialog and click a color to select it.
    2. Click Insert an Image, select the document folder, and select the image you want to use.
      Alternatively, click Search in Documents, enter a search term, and click Go! to find a document file name that includes your search term.Note
      This dialog only lists files in document folders that are under 20 KB and have the Externally Available checkbox selected in the document property settings. For more information, see uploading images and document property settings. If the document used for the icon is later deleted, Salesforce replaces it with a default multicolor block icon (Default Block Icon).
    3. Select a file and click OK. The New Custom Tab wizard reappears.
  6. Optionally, choose a custom link to use as the introductory splash page when users initially click the tab. For details about creating a custom link to use as a splash page for your custom tab, see Defining Custom Buttons and Links.
  7. Enter a description of the tab, if desired, and click Next.
  8. Choose the user profiles for which the new custom tab will be available:
    • Select Apply one tab visibility to all profiles and choose Default On, Default Off, or Tab Hidden from the drop-down list.
    • Alternatively, select Apply a different tab visibility for each profile and choose Default On, Default Off, or Tab Hidden from the drop-down list for each profile.

    For Professional Edition users and Salesforce Platform One license users, tab visibility is automatically set to Default On.

  9. Specify Tab Visibility.

    For Enterprise, Unlimited, Developer Edition, and organizations, choose Default On, Default Off, or Tab Hidden in Tab Visibility to determine whether the custom tab is visible to users with that profile, and click Next. For Professional Edition organizations, tab visibility is automatically set to Default On. Salesforce Platform One license users, tab visibility is automatically set to Default On.

    If you choose Default On or Default Off, an option is added to the Create New drop-down list in the sidebar so that users with the “Create” permission can quickly create a new record. For example, if the custom object displayed in the custom tab is named Expenses, an Expense option appears in this list.

  10. Specify the custom apps that should include the new tab. See What is an App? for information on custom apps.
  11. Check Append tab to users' existing personal customizations to add the new tab to your users’ customized display settings if they have customized their personal display.
  12. Click Save.

To further customize the tab:

See Also:
Amina Abou-ElmarahAmina Abou-Elmarah
it is still invisible
Steve MolisSteve Molis
Is the custom object deployed or is it still in development?
Amina Abou-ElmarahAmina Abou-Elmarah
I just create it
I do not understand what it means deployed
Steve MolisSteve Molis
As an Admin when you create a new opbject you have the option to keep it in Developent (hidden) so that you can work on it until it is ready (at which point you can Deploy it) which makes it available to non-Admin users.
Steve MolisSteve Molis
Did you create a custom Tab, or a custom Object?  od did you just create a custom Field on the Opportunity object?  Can you post a screenshot?
Amina Abou-ElmarahAmina Abou-Elmarah
- custom tabI created a custom tab "Visites", you will find enclosed a copy screen.
Steve MolisSteve Molis
What kind of licenses do the users who are unable to see or add the tab have?  Are all non-Admin profiles unable to see the tab, or only standard profiles?
Amina Abou-ElmarahAmina Abou-Elmarah

we have no other profile other than standard and admin

Amina Abou-ElmarahAmina Abou-Elmarah

we have no other profile other than standard and admin

Steve MolisSteve Molis
Which edition of SFDC are you using?  What kind of licenses do these users have?
Amina Abou-ElmarahAmina Abou-Elmarah
I mean, only two types of profiles are used in our society. but,  we have a choice of six types:
- contact manager
- marketing user
- read only
- solution manager
- standard user
- sytstem admin
Amina Abou-ElmarahAmina Abou-Elmarah
I mean, only two types of profiles are used in our society. but,  we have a choice of six types:
- contact manager
- marketing user
- read only
- solution manager
- standard user
- sytstem admin
Steve MolisSteve Molis
Which edition of SFDC are you using and what LIcense type do the Non-Admin users have?
Amina Abou-ElmarahAmina Abou-Elmarah

we have Entreprise Edition
all users have the saleforce license
Amina Abou-ElmarahAmina Abou-Elmarah

we have Entreprise Edition
all users have the saleforce license
Steve MolisSteve Molis
Are you using the new Profile UI or the old Profile UI?  
Can you post a screenshot of the Objects and Tabs settings screen for the Standard Profile?
Amina Abou-ElmarahAmina Abou-Elmarah
I don't know how to know if we are using the old or the new profile UI.
I don't understand what screenshot do you need exactly.

thank you
Steve MolisSteve Molis
Check the User Interface Settings on your SFDC Org

Customizing User Interface Settings

The available user interface settings vary according to which Salesforce Edition you have.

User Permissions Needed
To modify user interface settings:“Customize Application”
To change your organization's user interface settings:
  1. Click Your Name | Setup | Customize | User Interface.
  2. Select or deselect each checkbox to modify the user interface settings for your organization.
  3. Click Save.

User Interface Settings

Enable Collapsible Sections
Collapsible sections give users the option to collapse or expand sections on their record detail pages using the arrow icon next to the section heading. When enabling collapsible sections, make sure your section headings are displayed for each page layout. Sections remain expanded or collapsed until the user changes his or her settings for that tab. If your organization has enabled record types, Salesforce remembers a different setting for each record type.Note
Call center users won't see incoming calls if they collapse the sidebar.
Show Quick Create
The Quick Create area on a tab home page allows users to create a new record quickly with minimal information. It displays, by default, on the tab home pages for leads, accounts, contacts, forecasts, and opportunities. You can control whether the Quick Create area is displayed on all relevant tab home pages. Note
The Show Quick Create setting also affects whether or not users can create new records from within the lookup dialog. For example, with the setting enabled, users can create a new account within the account lookup dialog while creating or editing a contact. Creating new records in the lookup dialog is available only if Quick Create is available for your chosen record type. In addition, users always need the appropriate “Create” permission to use Quick Create even though it will be displayed for all users.
Enable Hover Details
Hover details display an interactive overlay containing detailed information about a record when users hover the mouse over a link to that record in the Recent Items list on the sidebar or in a lookup field on a record detail page. Users can quickly view information about a record before clicking View for the record's detail page or Edit for the edit page. The fields displayed in the hover details are determined by the record's mini page layout. The fields that display in document hover details are not customizable. This option is enabled by default.Note
To view the hover details for a record, users must have the appropriate sharing access to that record, as well as the necessary field-level security for the fields in the mini page layout.
Enable Related List Hover Links
Related list hover links display at the top of record detail pages and custom object detail pages in Setup. Users can hover the mouse over a related list hover link to display the corresponding related list and its number of records in an interactive overlay that allows users to quickly view and manage the related list items. Users can also click a related list hover link to jump down to the content of the related list without having to scroll down the page. The Enable Related List Hover Links checkbox is the default selection.
Enable Separate Loading of Related Lists
Select this option to enable the separate loading of record detail pages: primary record details load first, followed by related list data. When you enable this option, users see primary record details immediately; as related list data loads, users see a progress indicator. Separate loading can improve performance on record detail pages for organizations with large numbers of related lists. This option is disabled by default. Note that this option does not apply to Visualforce pages, user pages, the self-service portal, or other pages for which you cannot control the layout.
Enable Inline Editing
Inline editing allows users to quickly change field values on a record's detail page, saving the user from having to access the record's edit page first. This option is enabled by default and applies to all users in your organization.Note
This doesn't enable inline editing for profiles. Select Enable Enhanced Profile List Views under Setup.
Enable Enhanced Lists
Enhanced lists give you the ability to quickly view, customize, and edit list data to speed up your daily productivity. When enabled with the Enable Inline Editing setting, users can also edit records directly from the list, without navigating away from the page. This option is enabled by default.Note
This doesn't enable enhanced lists for profiles. Select Enable Enhanced Profile List Views under Setup.
Enable New User Interface Theme
Note
Starting with Summer '10, new organizations have the new user interface theme enabled by default.

The new user interface theme updates the look and feel of Salesforce and moves user links, such as Setup and Logout, under the user name for all users in your organization. The new user interface theme is not supported in Portals, Console tab, or Help & Training.

Only users with supported browsers see the new user interface theme.

Enable Printable List Views
Printable list views allow users to easily print list views. If enabled, users can click the Printable View link from any list view to open a new browser window, displaying the current list view in a simple, print-ready format. The link is located next to the Help for this Page link in the colored title bar of the page.
Enable Spell Checker
Available in all Editions. If this option is selected, the Check Spelling button appears in certain areas of the application where text is entered, such as sending an email, or when creating events, tasks, cases, notes, and solutions. Clicking the button checks the spelling of your text. Spell Checker does not support all the languages that Salesforce supports. For example, Thai, Russian, and double-byte languages, such as Japanese, Korean, or Chinese, are not supported.
Enable Spell Checker on Tasks and Events
Available in all Editions. Select this checkbox to enable the Check Spelling button when users create or edit tasks or events. The spell checker analyzes the Description field on events and the Comments field on tasks.

Sidebar Settings

Enable Collapsible Sidebar
The collapsible sidebar gives users the ability to show or hide the sidebar on every Salesforce page that normally includes the sidebar. When you select the Enable Collapsible Sidebar setting, the collapsible sidebar becomes available to all users in your organization, but each user can choose his or her own preference for displaying the sidebar. Users can leave the sidebar visible at all times, or they can collapse the sidebar and only show it when needed by clicking the edge of the collapsed sidebar. For more information on using the collapsible sidebar, see About the Sidebar.Tip
If your organization uses divisions, we recommend that you keep the sidebar pinned and visible at all times so you always have access to the Divisions drop-down list.
Show Custom Sidebar Components on All Pages
If you have custom home page layouts that include components in the sidebar, this option makes the sidebar components available on all pages in Salesforce for all users in your organization. If you only want certain profiles to view sidebar components on all pages, you can assign those profiles the “Show Custom Sidebar On All Pages” permission.Note
If the Show Custom Sidebar Components on All Pages user interface setting is selected, the “Show Customer Sidebar On All Pages” permission is not available.

Calendar Settings

Enable Home Page Hover Links for Events
Select this checkbox to enable hover links in the calendar section of the Home tab. On the Home tab, users can hover the mouse over the subject of an event to see the details of the event in an interactive overlay. This option is enabled by default. Note that this checkbox only controls the Home tab; hover links are always available on other calendar views.

The fields available in the event detail and edit overlays are defined in a mini page layout.

Note
If you create all day events, Salesforce recommends adding the All Day Event field to the events mini page layout.
Enable Drag-and-Drop Editing on Calendar Views
Select this checkbox to enable the dragging of events on single user daily and weekly calendar views. This allows users to reschedule events without leaving the page. This option is enabled by default. Note the following:
  • Calendar views might load less quickly when this checkbox is enabled.
  • Drag-and-drop editing is not available for calendar views in the Console tab.
  • Drag-and-drop editing is not available for multiday events.
Enable Click-and-Create Events on Calendar Views
Select this checkbox to enable users to create events on day and weekly calendar views by double-clicking a specific time slot and entering the details of the event in an interactive overlay. The fields available in the event detail and edit overlays are defined in a mini page layout.
Note that recurring events and multi-person events are not supported for click-and-create events on calendar views.
Enable Drag-and-Drop Scheduling on List Views
Select this checkbox to enable users to create events associated with records by dragging records from list views on to weekly calendar views and entering the details of the event in an interactive overlay. This option is disabled by default. The fields available in the event detail and edit overlays are defined in a mini page layout.
Enable Hover Links for My Tasks List
Select this checkbox to enable hover links for tasks in the My Tasks section of the Home tab and on the calendar day view. This option is enabled by default. Users can hover the mouse over the subject of a task to see the details of that task in an interactive overlay.

The information presented on these overlays is configured by your administrator.

Setup Settings

Enable Enhanced Page Layout Editor
Select this checkbox to activate the enhanced page layout editor for your organization. When enabled, the enhanced page layout editor replaces the current interface for editing page layouts with a feature-rich WYSIWYG editor that contains all of the functionality of the original page layout editor as well as several improvements.
Enable Enhanced Profile List Views
Select this checkbox to activate enhanced list views and inline editing on the profiles list page. When this setting is enabled, you can manage multiple profiles at once.
Enable Enhanced Profile User Interface
Select this checkbox to activate the enhanced profile user interface, which allows you to easily navigate, search, and modify settings for a single profile.

Advanced Settings

Activate Extended Mail Merge
Select this checkbox to activate Extended Mail Merge for your organization. When selected, the Mass Mail Merge link is available in the Tools area on the home pages for accounts, contacts, and leads. Also, single mail merges requested from the Activity History related list on a record are performed using Extended Mail Merge functionality. For more information on using Salesforce to generate personalized form letters and other documents based on templates, see Mail Merge Overview.

Extended Mail Merge is available by request only. Contact salesforce.com Customer Support if you are interested in this feature.

Always save Extended Mail Merge documents to the Documents tab
When this checkbox is selected, all mail merge documents generated using Extended Mail Merge are added to the user's personal documents folder on the Documents tab, rather than delivered as email attachments. Users are sent confirmation emails when their mail merge requests have completed. Those emails include links for retrieving generated documents from the Documents tab. Note that these documents count against your organization's storage limits.
Steve MolisSteve Molis
When you try to add the Tab and Object Permission to the Standard Profile, I need to see a screenshot of that page.  

Have you tried just creating a new custom profile from the Standard Profile and adding the object and tab permissions?

Amina Abou-ElmarahAmina Abou-Elmarah
I can not paste the image. But I can show you how I can add permissions:
-my name
-set up*
-Administration Setup
-manage users
-profiles
-Edit: standard user
-I choose Default On for my custom tab "Visites"
- I selectOverwrite users' personal tab customizations.
-I save
Amina Abou-ElmarahAmina Abou-Elmarah
I tried to create a new standard profile but there is always the same problem, the tab is not displayed.
Amina Abou-ElmarahAmina Abou-Elmarah
I tried to create a new standard profile but there is always the same problem, the tab is not displayed.
Steve MolisSteve Molis
Why can't you post a screenshot?
Steve MolisSteve Molis
You did not answer my question about which Profile UI you are using.  I posted the steps to identify which Profile UI is enabled on your SFDC Org.
Steve MolisSteve Molis
Also you never replied to my question if the custom object has been deployed or if it is still in development.  It's kinda difficult (to put it mildly) to find a solution when you don't provide me with the information I'm asking for.
Amina Abou-ElmarahAmina Abou-Elmarah
- image

- this is the screenshot to identify which Profile UI is enabled on my SFDC Org.

- the custom object is deployed
Amina Abou-ElmarahAmina Abou-Elmarah
- llkl

This is a screenshot of how I add permissions to standard profile.
Steve MolisSteve Molis
Okay from the screenshots I can see that you do not have the Enhanced Profile UI enabled on your SFDC Org.  

From the second screenshot I cannot see the Object Permissions on the Profile (can you post those please?)
Amina Abou-ElmarahAmina Abou-Elmarah
I m sorry I can't add the screenshot because I have a problem whith my computer.

But I come to understand what information do you need from that screenshot:

when I checked
the permissions of the custom tab I found that no permission is checked. When I try to check them,  nothing happens as if the boxes are disabled.

thank you
Steve MolisSteve Molis
What kind of problems are you having with your computer that prevent you from posting a screenshot?  Also, could you take bigger screenshot images?  (I can barely read those) 

 
Jenna MyersJenna Myers
Hello,

I am having this problem now.  I have added a custom tab for Calendars.  My standard users have the calendar tab on their deck but when they click into it, it says they don't have the correct permissions.  No one else has this problem.