Record Detail Tabs
When viewing a Salesforce record, the app displays information organized into tabs. Record Detail Tabs provide a structured way to view different aspects of a record, from standard fields to related records and custom queries.
Overview
The Record Detail Tabs section appears below the Record Preview Fields and contains various tabs showing different information about the record. The app includes standard tabs by default, but you can also create custom tabs to display specific information relevant to your needs.
Standard Detail Tabs
The following standard tabs are available depending on the object type:
| Tab Name | Availability | Description |
|---|---|---|
| Fields | Always | Shows all fields and their values for the record |
| Child Records | Always | Displays all child records related to the current record |
| <related list> | When you are viewing the a Related List in UI | When you navigate to a Record List page of a record, that Related list is automatically shown |
| History | Non-setup objects | Shows the record's field history |
| Files | Non-setup objects | Displays attachments and content files related to the record |
| Hierarchy | Objects with hierarchy fields | Shows the record's position in a hierarchy |
| Shares | Shareable objects | Shows the Record share records |
Custom Detail Tabs
You can create your own tabs to display specific information related to the record. Two types of custom tabs are supported:
Child Field Tabs
Child Field tabs display related records based on a child relationship field.
Configuration options:
- Label: The display name for the tab
- Child Field: The relationship field to use
- Order By: Optional sorting for the related records
- Objects: Which objects this tab should appear for
Query Tabs
Query tabs run a custom SOQL query and display the results.
Configuration options:
- Label: The display name for the tab
- Query: SOQL query to execute (use
:recordIdas a variable for the current record ID) - Objects: Which objects this tab should appear for
Managing Record Detail Tabs
To manage custom detail tabs:
- Open a record
- Click the "More Actions" menu
- Select "Manage Record Detail Tabs"
In the management dialog, you can:
- View all existing tabs
- Add new tabs
- Edit existing tabs
- Delete custom tabs
- Change tab order
- Enable/disable tabs
Tab Configuration Options
When creating or editing a tab, you can set:
| Option | Description |
|---|---|
| Label | Display name for the tab |
| Active | Whether the tab is enabled |
| Show by Default | Whether the tab appears automatically or must be accessed from the menu |
| Order | Display order (lower numbers appear first) |
| Objects | Which objects this tab applies to (comma-separated list or "All" for all objects) |
| Type | "Child Field" or "Query" |
| Child Field | For Child Field tabs, the relationship field name |
| Query | For Query tabs, the SOQL query to execute |
| Order By | Optional sorting clause for Child Field tabs |
Important Notes
- Standard tabs cannot be deleted but can be disabled or reordered
- Custom tabs can be configured to appear for specific objects or all objects
- The same tab configurations apply across all connections
- Tabs with "Show by Default" enabled appear automatically; others can be accessed from the menu
- Child Field tabs require valid relationship fields for the objects they're configured for
- Query tabs must contain valid SOQL that works with the
:recordIdvariable