Tabs, glorious tabs!

The problem

Recently, there has been a lot of interest in Salesforce from your senior management team. This is great news; executive buy-in can be a fantastic catalyst for increased user activity and adoption!

The downside is they’ve also realised the power of having data at their fingertips and they want to record lots more data in Salesforce. All the fields!!

Whilst you love their enthusiasm, you can picture the numerous complaints you’ll get from end users who already struggle with the page length and volume of fields.

Wouldn’t it be wonderful if you could take some fields off the detail page and put them into a separate tab, or many tabs? The page length would be reduced and the navigation would be better; everyone loves tabs right?!


The solution

We can achieve this using object specific quick actions that are added to a tab on the Lightning record page.

For this tutorial, I’m going to use the Account object and separate my account addresses into tabs.

  1. Go to Setup > Object Manager > {Object Name} > Page Layouts
  2. Remove from the page layout any fields you want to add to separate tabs and save

Tabs 1

  1. Navigate to Setup > Object Manager > {Object Name} > Buttons, Links & Actions > New Action

Tabs 2

  1. Choose action type ‘Update a Record’, give it a name, a description and save

Tabs 3

  1. Remove any fields you do not want to display (don’t worry about the record name i.e. Account Name having a red asterix)
  2. Add the fields you want on your new tab, then save

Tabs 5

  1. A warning message will appear – select ‘Yes’
Tabs 6
  1. Repeat the steps above to create actions for each new tab you need (for my example I have created a second ‘Update a Record’ action which contains the account shipping address)
  2. Navigate to your Lightning record page (Setup > Object Manager > {Object Name} > Lightning Record Pages) and select ‘Edit’

Tabs 7

  1. Create and name your additional tabs:
    • Select the tabs component by clicking on it
    • On the right hand side, choose ‘Add Tab’
    • Change the Tab Label to ‘Custom’
    • Enter your own custom tab label and select ‘Done’

Tabs 8

Tabs 9
  1. Select your new tab by clicking on it
  2. From component menu (left), drag and drop a ‘Related Record’ component onto your new tab
  3. Update the component attributes menu (right)
    • Enter a meaningful Header Label
    • Lookup Field should be set to Use This {Object Name} i.e. Use This Account
    • Choose your action from the Update Action list
  4. Repeat for any additional tabs
Tabs 10
  1. Save, and if required, activate your page

The result

We now have separate tabs that display the account billing address and shipping address. The page length is reduced and the tabs improve navigation!

Tabs 11


Gotchas & hints

*Custom tabs are not visible in the Salesforce mobile app!

*Fields that are subject to validation rules should not be moved into separate tabs. For example, if Billing Address is required for accounts and enforced by a validation rule, when my user tries to create a new account the billing field will not appear in the Create New screen (because it’s in another tab) but the validation rule is still enforced so my user cannot save.

Suitable fields include: formula fields, image fields, fields filled by automation and fields that are not required or enforced.

*By moving fields into separate tabs you actually speed up page loading because tabs are only loaded when selected.

*Lightning Layouts’ is now on the road-map: ‘Lightning Layouts’ will enable you to create extremely dynamic page layouts that don’t have limitations like validation rules (see above). You can find more info here.


Useful links

Salesforce Help – Activate Lightning Experience Record Pages


3 thoughts on “Tabs, glorious tabs!

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