platform-custom-tab-generate

When to Use This Skill

Use this skill when you need to:

• Create tabs for objects, web pages, or Visualforce pages
• Add navigation tabs to applications
• Configure tab visibility and access
• Troubleshoot deployment errors related to custom tabs

Specification

CustomTab Metadata Specification

Overview

Custom tabs for navigating to objects, web content, or Visualforce pages within Salesforce applications.

Purpose

• Provide navigation to custom objects
• Link to external web content
• Access Visualforce pages
• Organize application navigation

Required Properties

Core Tab Properties

• customObject: true for custom object tabs, false for all others.
• motif: Tab icon style — choose a motif that semantically matches the object's purpose. Do NOT reuse the same motif for every tab.
• label: Display name (required for non-object tabs ONLY; object tabs inherit label from the object)
• url: Web URL (for web tabs)
• page: Visualforce page name (for Visualforce tabs)

STRICT ELEMENT ALLOWLIST — READ THIS FIRST

The root element MUST always be `<CustomTab>` (NOT `<Tab>`). The XML namespace must be xmlns="http://soap.sforce.com/2006/04/metadata".

Only the elements listed below are valid. Any element not on this list WILL cause a deployment error.

FORBIDDEN ELEMENTS (every one of these causes a deployment error)

<sobjectName>, <name>, <fullName>, <apiVersion>, <isHidden>, <tabVisibility>, <type>, <mobileReady>, <urlFrameHeight>, <urlType>, <urlRedirect>, <encodingKey>, <height>, <auraComponent>

Also forbidden:

• <label> on object tabs (object tabs inherit their label from the custom object)
• <page> on web tabs (only for Visualforce tabs)
• Empty elements like <page></page> or <description></description>
• Any element not in the allowlist table above

Tab Types

Object Tabs

• Purpose: Navigate to custom or standard objects
• File name determines the object: {ObjectApiName}.tab-meta.xml (e.g., Space_Station__c.tab-meta.xml)
• Required elements: <customObject>true</customObject> and <motif>
• Correct example (for a SpaceStation_c.tab-meta.xml):

<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <customObject>true</customObject>
    <motif>Custom39: Telescope</motif>
</CustomTab>

• Correct example (for a Supply__c.tab-meta.xml — note different motif):

<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <customObject>true</customObject>
    <motif>Custom98: Truck</motif>
</CustomTab>

• ❌ WRONG — do NOT add <sobjectName>, <name>, <fullName>, or <label>:

<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <sobjectName>Space_Station__c</sobjectName>  <!-- DEPLOYMENT ERROR -->
    <label>Space Station</label>                  <!-- DEPLOYMENT ERROR on object tabs -->
    <customObject>true</customObject>
    <motif>Custom57: Desert</motif>
</CustomTab>

Web Tabs

• Purpose: Link to external websites or web applications
• File name: Use a descriptive name: {TabName}.tab-meta.xml (e.g., Knowledge_Base.tab-meta.xml)
• COPY THIS EXACT TEMPLATE — only replace the placeholder values. Do NOT add, remove, or rename any XML elements:

<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <customObject>false</customObject>
    <description>REPLACE_WITH_DESCRIPTION</description>
    <frameHeight>600</frameHeight>
    <label>REPLACE_WITH_LABEL</label>
    <motif>REPLACE_WITH_MOTIF</motif>
    <url>REPLACE_WITH_URL</url>
    <urlEncodingKey>UTF-8</urlEncodingKey>
</CustomTab>

• These 7 elements above are the ONLY elements allowed in a web tab file. Do not add ANY other elements.
• The <description> element is optional — you may remove it if not needed, but do not add anything else.

Visualforce Tabs

• Purpose: Access custom Visualforce pages
• File name: {TabName}.tab-meta.xml (e.g., Custom_Page_Tab.tab-meta.xml)
• Required elements: <customObject>false</customObject>, <label>, <motif>, <page>
• Correct example:

<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <customObject>false</customObject>
    <label>Custom Page</label>
    <motif>Custom46: Computer</motif>
    <page>CustomPage</page>
</CustomTab>

Tab Configuration

Tab Style

• Default: Use standard tab styling
• Custom: Can specify custom tab styles if needed

Tab Visibility

• Default: Visible to all users with access
• Custom: Can be configured for specific user profiles

Supported Applications

• Standard Apps: Available in standard Salesforce applications
• Custom Apps: Can be included in custom applications
• Community Apps: Available in community applications

Integration Points

• Object Relationships: Links to related object records
• Web Content: External website integration
• Visualforce Pages: Custom page functionality
• Lightning Components: Modern component integration

Best Practices

• Use clear, descriptive tab labels
• Choose appropriate tab types for functionality
• Select a unique, contextually relevant motif for each tab — do not default every tab to the same icon
• Consider user experience and navigation flow
• Test tab functionality across different applications
• Ensure proper permissions and visibility settings
• Follow consistent naming conventions
• Object tab files MUST only contain <customObject>true</customObject> and <motif> — nothing else
• Web tab files MUST only contain: <customObject>false</customObject>, <label>, <motif>, <url>, <urlEncodingKey>, and optionally <description>, <frameHeight> — nothing else
• Never include <isHidden>, <tabVisibility>, <type>, <mobileReady>, or empty elements