Hey Learner! Creating tabs within a 'Record Details' component in Salesforce Lightning to split up the information into different sections is an excellent way to organize and display data in a user-friendly manner.
For instance, on an Account page, one tab can be designated for Company Information, another for Address Information, and yet another for System Information. Instead of having all of these sections on a single tab, this approach allows users to efficiently access and view the information that is most relevant to them while retaining access to other fields.
In this blog, I will solve the issue I was explaining above. We will take the example of the Account’s Record detail page to segregate the Company Information.
To achieve this, we need to follow these steps:-
Step 1:- Go to the Account Record Detail page of any account record.
At this point, you'll notice that there are currently two tabs. We'll create a new tab for Company Information.
Step 2:- Click on the settings gear icon, then select 'Edit Page.' This will open the Lightning App Builder.
Step 3:- In the Lightning App Builder, click on the 'Tab' component and then select 'Add Tab' to create a new tab.
Step 4:- Click on the newly added tab and configure it as a custom tab.
Step 5:- Enter the tab name (e.g., 'Company Information') and click 'Done.'
Now, you've successfully added the new tab for Company Information.
Step 6:-Click on the 'Company Information' tab.
Step 7:- You can now add fields related to company information to this tab. To do this, click on 'Fields.'
Here, you'll see all the fields associated with the Account object. Simply drag and drop the fields you want to add to your tab. You can also drag and drop field sections.
Step 8:- Drag the field section and configure the necessary information.
Step 9:- Drag the fields you wish to add to this section.
Step 10:- Activate the page, and then save it.
Step 11:- Click on 'Assign as Org Default,' followed by 'Next,' and then 'Save.'
Step 12:- Click the 'Save' button.
Step 13:- Return to the record detail page. You'll now see the new 'Company
Conclusion
Creating tabs within a 'Record Details' component in Salesforce Lightning is a valuable technique for organizing and presenting data in a user-friendly manner. It allows for the segmentation of information into different sections, enhancing the user's ability to access and view relevant data efficiently. In this blog, we focused on segregating 'Company Information' within the Account's Record Detail page.
If you'd like to see the code and resources used in this project, you can access the repository on GitHub.To access the AVENOIRBLOGS repository, click here. Feel free to explore the code and use it as a reference for your projects.
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Blog Credit:
S. Chaudhary
Salesforce Developer
Avenoir Technologies Pvt. Ltd.
Reach us: team@avenoir.ai
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