How to Add a Tab in Salesforce

Quick summary

Adding a custom tab in Salesforce requires creating a Custom Object via the Object Manager and then using the New Custom Tab Wizard to configure its style and visibility. This step-by-step process lets admins surface any custom object as a navigable tab in the Salesforce Lightning interface.

Steps

1. Go to Setup and open Object Manager.
2. Click Create and select Custom Object.
3. Provide a Label for the new Custom Object.
4. Enable any Optional Features required for your use case.
5. Check the box to Launch New Custom Tab Wizard after saving the custom object.
6. Click on Tab Style to open the style picker.
7. Select a Tab Style from the available collection.
8. Set your Tab Visibility preferences and click Next.
9. Click Save in the final window to create the tab.