Salesforce Features

Custom Tabs and Objects

Customtabsandobjects Now everyone can be a customizer! With Winter ’06, custom tabs, custom objects, and custom related lists are available in Team, Professional, and Enterprise Edition. Team Edition customers can extend their CRM solutions to support their unique business requirements by creating new tabs (e.g., Competitors, Expense Reports, or Customer References). Moreover, Team Edition customers can leverage custom tabs and AppExchange OS to easily build new on-demand applications for managing all their business information (e.g., recruiting, project management, change management, content management, and more).

This feature is available in all Editions.

Training and Documentation

Application Quicklinks

Appexchangebuilderbanner

Feature Details

  • Custom Tabs: AppExchange Builder allows administrators to create new custom tabs that look and behave just like the standard tabs provided within Salesforce. And like standard tabs, custom tabs can have their own color, security, and display properties.
  • Custom Objects: Custom tabs are associated with custom objects. As a Salesforce administrator, you can define your own custom objects to complement standard objects such as accounts, campaigns, opportunities, and cases. For example, if you need to track expense data, you can create a new custom object labeled “Expenses.” You can then add custom fields to your custom objects just as you can to standard objects.
  • Object Relationships and Related Lists: You can define relationships between different custom objects and/or between standard and custom objects. For example, an expense custom object can have a relationship to the opportunity standard object in Salesforce. This will automatically create a related list for expenses on the opportunity page. The object relationships in Salesforce are similar to the “Foreign Key” concept in database terminology.
  • Simple Controls and Wizards: The interface for designing new objects and tabs was designed for business users and non-technical administrators so that everyone can extend their CRM and build new on-demand applications quickly and easily.

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