back
loading skill details...
Use this skill when users need to create or configure tab-based Salesforce Custom Applications with navigation, branding, and action overrides. Trigger when…
When to Use This Skill
Use this skill when you need to:
Create Lightning applications
Organize tabs and features into focused apps
Configure application navigation and branding
Set up custom page layouts for objects
Troubleshoot deployment errors related to custom applications
CustomApplication (Lightning App) Metadata Specification
Overview
Custom applications (Lightning Apps) that group tabs and functionality to provide a focused user experience for specific business processes. Always configured for Lightning Experience.
Purpose
Organize related functionality into focused applications
Group tabs and components for specific user roles
Provide tailored user experiences
Control access to specific features and data
Use Standard navigation for general business applications or Console navigation for specialized service/support workflows requiring multi-tab workspaces
Create professional, branded application identity with custom colors and branding
Override standard actions with custom Lightning pages for enhanced user experience
Enable profile-specific experiences through profile action overrides
Required Properties
Core Application Properties
fullName: API name of the application
label: Display name of the application
uiType: Always "Lightning" for modern apps
navType: CRITICAL - Choose based on user requirements and workflow patterns
"Standard": DEFAULT for general business applications (e.g., sales, marketing, operations)
"Console": ONLY when workflow requires managing multiple records simultaneously with split-view or multi-tab workspace (e.g., customer service, call centers, support operations)
formFactors: Array of form factors (["LARGE"] for desktop, ["SMALL"] for mobile, or both)
Optional Properties
description: Brief description of the application's purpose
tabs: Array of tab names to include
utilityBar: API name of the Utility Bar configuration
brand: ⚠️ HIGHLY RECOMMENDED - Branding configuration object (headerColor, shouldOverrideOrgTheme, footerColor)
actionOverrides: ⚠️ REQUIRED when custom record pages exist - Action override configuration (actionName, content, formFactor, type, pageOrSobjectType)
profileActionOverrides: Profile-specific action overrides (actionName, content, formFactor, pageOrSobjectType, type, profile)
isNavAutoTempTabsDisabled: Navigation behavior setting (default: false)
isNavPersonalizationDisabled: Personalization setting (default: false)
isNavTabPersistenceDisabled: Tab persistence setting (default: false)
Application Configuration
Navigation Type Selection (CRITICAL)
Decision Criteria for navType:
Choose "Standard" (DEFAULT) for:
General business applications and most workflows
Single-record focus or linear navigation patterns
Standard tab-based navigation is sufficient
Choose "Console" ONLY when workflow requires:
Managing multiple related records simultaneously in split-view
Multi-tab workspace for handling complex, interconnected data
Contextual information from multiple sources visible at once
Examples: customer service operations, support desks, call centers
When in doubt: Default to "Standard" for most general business use cases
Navigation Settings
isNavAutoTempTabsDisabled: Controls automatic temporary tab creation
isNavPersonalizationDisabled: Controls user personalization features
isNavTabPersistenceDisabled: Controls tab persistence across sessions
Tab Management
tabs: Array of tab names to include in the application
formFactors: Device-specific configurations (Large for desktop, Small for mobile)
Utility Bar
utilityBar: Reference to Lightning utility bar (appears at bottom of Lightning Experience)
Branding (HIGHLY RECOMMENDED - DO NOT SKIP)
IMPORTANT: Provide branding configuration to create a professional, visually distinct application identity.
brand.headerColor: Header bar color in hex format (e.g., "#0070D2") - RECOMMENDED
brand.shouldOverrideOrgTheme: Override organization theme (true/false) - Default: false
brand.footerColor: Footer color in hex format
Action Overrides (CRITICAL - DO NOT SKIP)
IMPORTANT: Action overrides MUST be created for every custom object tab that has a record page generated by flexipage expert.
actionOverrides.actionName: Action to override ("View" or "Tab")
actionOverrides.content: Page/component name (FlexiPage, Visualforce, Lightning component)
For "View" action: Reference record pages generated by flexipage expert
For "Tab" action: Reference home/app pages generated by flexipage expert
actionOverrides.formFactor: Device type ("Large" or "Small")
actionOverrides.type: Override type ("Default", "Visualforce", "Flexipage", "LightningComponent", "Scontrol")
Recommended: Use "Flexipage" for Lightning record/home pages generated by flexipage expert
actionOverrides.pageOrSobjectType: Object API name the override applies to
actionOverrides.comment: Optional description (max 1000 characters)
Auto-generated comment: "Action override created by Lightning App Builder during activation."
actionOverrides.skipRecordTypeSelect: Skip record type selection (default: false)
Profile Action Overrides
profileActionOverrides.actionName: Action to override ("View" or "Tab")
profileActionOverrides.content: Page/component name
For "View" action: Reference profile-specific record pages generated by flexipage expert
For "Tab" action: Reference profile-specific home pages generated by flexipage expert
Can reference same or different FlexiPages than actionOverrides for profile-specific experiences
profileActionOverrides.formFactor: Device type ("Large" or "Small")
profileActionOverrides.pageOrSobjectType: Object API name
profileActionOverrides.type: Override type
Recommended: Use "Flexipage" for Lightning pages generated by flexipage expert
profileActionOverrides.profile: Profile API name (e.g., "Admin", "Standard User")
Enables different page layouts for different user profiles
Device Support
Desktop Configuration
formFactor: "Large"
tabs: Full list of application tabs
Phone Configuration
formFactor: "Small"
tabs: Mobile-optimized tab selection
Tablet Configuration
formFactor: "Medium"
tabs: Tablet-appropriate tab selection
User Experience Features
Navigation Behavior
Auto Temporary Tabs: Can be enabled/disabled
Personalization: User customization options
Tab Persistence: Remember user's tab selections
Accessibility
Keyboard Navigation: Full keyboard support
Screen Reader: Compatible with assistive technologies
High Contrast: Support for high contrast modes
Integration Points
Custom Tabs: Include custom object and web tabs
Standard Tabs: Include standard Salesforce tabs
Lightning Pages: Integrate with Lightning page layouts
Components: Include custom Lightning components
Best Practices
Always use Lightning UI: Set uiType to "Lightning" for modern apps
Choose appropriate navigation: CRITICAL - Analyze requirements carefully for navType selection
Use "Standard" (DEFAULT) for general business applications
Use "Console" ONLY when workflow requires multi-tab workspace, split-view, or managing multiple related records simultaneously
Examples for Console: customer service, call centers, support operations
Default to "Standard" for most general business use cases
Include Standard Tabs: Add common Salesforce tabs (Home, Accounts, Contacts, etc.)
Use clear, descriptive application names
Group related functionality logically
Consider different user roles and needs
Test across different device types
Ensure proper permissions and access control
Provide meaningful descriptions for users
Follow consistent naming conventions
Always configure branding: Set headerColor to create professional application identity
Use accessible brand colors: Ensure hex colors have sufficient contrast (WCAG AA compliant)
Configure utility bars: Add useful quick-access tools for users
Leverage action overrides: Customize page layouts for specific objects using FlexiPages from flexipage expert
Use profile overrides: Provide role-specific experiences by referencing different flexipage expert generated pages per profile
Enhancement Rules
uiType: Always set to "Lightning" for modern app experience
navType: CRITICAL DECISION - Analyze user requirements carefully
Set to "Standard" (DEFAULT) for general business applications
Set to "Console" ONLY when workflow requires:
Managing multiple related records simultaneously with split-view capability
Multi-tab workspace for handling complex, interconnected data
Contextual information from multiple sources visible at once
Console examples: customer service operations, call centers, support desks
When in doubt between Standard and Console, choose "Standard" for most business use cases
formFactors: Always set to ["LARGE"] for desktop Lightning Experience
Standard Tabs: Automatically add Home, Accounts, Contacts, Opportunities, Leads, Cases
Navigation Settings: Set all navigation flags to false for best user experience
Branding: ALWAYS include brand configuration for professional application identity
MANDATORY: Set brand.headerColor to appropriate color (e.g., "#0070D2" for Salesforce Blue)
Set brand.shouldOverrideOrgTheme based on requirements
Action Overrides: ALWAYS create action overrides when custom record pages exist
MANDATORY: Add actionOverrides for "View" action pointing to flexipage expert generated record pages
Use "Flexipage" type and reference the exact FlexiPage name
Set formFactor to "Large" for desktop
Include pageOrSobjectType with the object API name
Profile Action Overrides: Reference flexipage expert generated pages for role-based customization
Form Factors: Use "Large" for desktop, "Small" for mobile in overrides
CRITICAL Verification Checklist (MUST VERIFY)
All tabs are included in the application
navType IS CORRECTLY SET - Verify Console vs Standard selection
Default to "Standard" for most general business applications
Set to "Console" ONLY if workflow requires managing multiple records simultaneously, split-view, or multi-tab workspace
If requirements are general/ambiguous → navType should be "Standard"
BRANDING IS CONFIGURED - This is HIGHLY RECOMMENDED for professional applications
brand.headerColor is set with valid hex color (e.g., "#0070D2")
brand.shouldOverrideOrgTheme is set (default: false)
ACTION OVERRIDES ARE CREATED - This is MANDATORY for every custom object with a record page
Action overrides are defined for EACH custom object tab pointing to the correct record page
actionOverrides.content matches the exact FlexiPage name generated by flexipage expert
actionOverrides.pageOrSobjectType is set to the correct object API name
actionOverrides.type is set to "Flexipage"
actionOverrides.actionName is set to "View"
actionOverrides.formFactor is set to "Large"
All required fields are populated (fullName, label, uiType, navType, formFactors)don't have the plugin yet? install it then click "run inline in claude" again.