Salesforce How-To Guides, Improving Customer Experiences, Salesforce Customization, Uncategorized

How to create Lightning Page Tabs in Salesforce

Updated · first published 3 min read

Lightning Page Tabs

Lightning Page Tabs enable you to seamlessly include custom Lightning Pages directly into the Lightning Experience and the Salesforce mobile app. To include a Lightning app page in the Salesforce mobile navigation menu or a specific Lightning App, you must first create a custom tab for it.

While the first time a user activates an app page in the Lightning App Builder, a tab is automatically created as part of the activation process, users can also manually configure a tab for the page in Setup before activation.

Why Use Lightning Page Tabs?

Creating Lightning Page Tabs makes navigating Salesforce much easier for your team. Here are the biggest benefits for your users:

Faster Navigation

Stop making your team click around to find what they need. By putting a custom tab right on the main menu, users get instant access to important tools.

Better User Experience

You can group different reports, lists, and custom components into one clean workspace. This keeps your Salesforce org organized and simple to use.

Mobile-Ready by Default

When you build a Lightning App Page tab, it automatically works perfectly on the Salesforce mobile app. This is a huge help for sales reps who need to stay productive on the go.

How to Create Lightning Page Tabs

In this tutorial, we are going to create a custom Lightning Page Tab called “Arrify Lightning Page”.

Total Time: 10 minutes

Go to setup

Tab in Salesforce

Log in to Salesforce and click the gear icon to go to Setup. In the Quick Find box, search for and select Lightning App Builder.

Click on New

lightningAppBuilder

In the Lightning Pages list view, click on the New button in the top right corner to start building your page.

Create a new Lightning App page

Screenshot from 2022 11 01 18 45 54

Select App Page from the options provided, and click Next. Give your page a descriptive Label (e.g., Arrify Lightning Page), and click Next.

Choose Region

Screenshot from 2022 11 01 18 47 49

Select a UI layout template that fits your needs (such as Header and Two Regions, or a single column). Click on Finish to open the canvas.

Add Component

Screenshot from 2022 11 01 19 01 04

Drag and drop your desired standard or custom components from the left sidebar onto the canvas. For this example, you can add a Dashboard (a Standard component). Once you have arranged your components, click Save, and then click Activate.

Configure Lightning Page Settings

Screenshot from 2022 11 01 18 51 17

During the activation process, you will be prompted with Page Settings. Here, you define where your tab will live:
Lightning Experience: Add this page to specific Lightning Apps (like Sales or Service).
Mobile Navigation: Add this page to the Salesforce Mobile App navigation menu.
Once configured, click Save. The Lightning page is now created and activated!

Check Setup for the Tab

Screenshot from 2022 11 01 18 56 21

Go back to Setup and search for Tabs in the Quick Find box. Under the Lightning Page Tabs section, you should now see your newly created Arrify Lightning Page tab listed.

View on the Home Page

Screenshot from 2022 11 01 19 08 43

Navigate to your App Launcher (the nine-dot grid) and open the app you assigned the tab to during activation. You will now find the Arrify Lightning Page tab visible as a top-level navigation item.

Explore More

  1. How to create Visualforce Tab in Salesforce
  2. How to create Lightning Page Tabs in Salesforce

FAQs

Can I create a Custom Tab for a Record Page or Home Page?

No. Custom tabs can only be created for App Page types in the Lightning App Builder. Record and Home pages are tied to specific objects or default landing areas.

Why can’t a user see the new Lightning Page Tab? 

This is usually a profile or permission issue. Ensure the user’s Profile has the custom tab setting marked as Default On in Setup, and verify they have access to the specific Lightning App.

Can I restrict visibility of a Lightning Page Tab to certain users? 

Yes! You can manage component and tab visibility based on User Profiles, Roles, or specific data criteria using the Component Visibility filters in the Lightning App Builder.

Share

Got a Workflow Problem? Let’s Fix It.

We build custom tools, integrations, and automation for businesses that want things done right.