Steps to Set up a Web Tab in Salesforce

• Navigate to Setup by clicking the gear icon at the top right of the page.
• Type Tabs the Quick Find box and click the entry that appears in the left hand navigation bar.
• Scroll down the page until you find the Web Tabs section.
• Click New.

• Select your Tab layout. This only affects Salesforce Classic. In Lightning Experience, the tab will always be full page.
• Give the tab a name and select an icon. Choose the icon that best matches the content you want to display to your users. be it a process-specific help document, a link to a general Salesforce Standard Operating Procedures workbook, or a spreadsheet with additional information or import template.
• Click Next

• On this page, you should paste the URL of the content you want to display. Note that you could also create a link to a Salesforce page here, including using merge fields like the user's account ID or the Salesforce org's URL.

You should keep a couple of things in mind when building a web tab:

• Most URLs should work, however browser security settings may cause some redirections to external sites to function incorrectly.
• If you are linking to a file hosted on a cloud-based service such as Sharepoint, Google Docs, or Office 365, the security settings for the file/link will govern if the user can actually view it after clicking the button in Salesforce. For example, if you link to a file that has restricted access permissions on Google Drive, only logged-in users who have permission to view the file will be able to access it.

• You can now select which profiles are able to view this new tab you’ve created. Either applying the same visibility to all profiles, or applying different visibility for each profile. You may want some types of users to be able to view this information, but others should not have access to it.
  • There are three options for tab visibility:
    • Default On - Tab automatically visible on apps the user has access to.
    • Default Off - Tab automatically not visible, but is able to be added. Even though it's not displayed, users may search for the tab from the App Launcher at the top left of the screen.
    • Tab Hidden - Prevent users of this profile from being able to view this new tab.

• Finally select which of your Salesforce apps you want to apply this new tab to. Depending on what information you’re going to display using this web tab, it may or may not apply to different apps within Salesforce. A “How to Work Support Cases” web tab may apply to your service team, but not to your Sales or IT teams.

• Click Save

You’ve created a web tab! Now's the time to test your work and make and adjustments necessary to permissions and visibility settings. Make sure you’re logged into a profile and viewing an app that has access to this new tab. If you selected Default On when setting the tab up you should see the new tab along the top navigation bar next to your other object tabs.

If you need to update any sharing/visibility settings for this web tab, you can do so in the respective areas of Salesforce setup later:

• Profile visibility - Profile Object Settings.
• App visibility/Navigation bar order - App Manager Navigation items.

Finally, try clicking the button to ensure your resource loads correctly. Remember - For cloud-based file sharing, view/edit access is based on the sharing/security settings for that document on the cloud service. Even if the Salesforce user has access to the web tab, they will need at least view access to the linked file/URL.