platform-custom-tab-generate

SKILL.md

When to Use This Skill

Use this skill when you need to:

Create tabs for objects, web pages, or Visualforce pages

Add navigation tabs to applications

Configure tab visibility and access

Troubleshoot deployment errors related to custom tabs

Specification

CustomTab Metadata Specification

Overview

Custom tabs for navigating to objects, web content, or Visualforce pages within Salesforce applications.
Purpose

Provide navigation to custom objects

Link to external web content

Access Visualforce pages

Organize application navigation

Required Properties

Core Tab Properties

customObject: true for custom object tabs, false for all others.

motif: Tab icon style — choose a motif that semantically matches the object's purpose. Do NOT reuse the same motif for every tab.

label: Display name (required for non-object tabs ONLY; object tabs inherit label from the object)

url: Web URL (for web tabs)

page: Visualforce page name (for Visualforce tabs)

STRICT ELEMENT ALLOWLIST — READ THIS FIRST

The root element MUST always be <CustomTab> (NOT <Tab>). The XML namespace must be xmlns="http://soap.sforce.com/2006/04/metadata".

Only the elements listed below are valid. Any element not on this list WILL cause a deployment error.

Tab Type
ONLY these elements are allowed (nothing else)

Object tabs
<customObject> (required, set to true), <motif> (required), <description> (optional)

Web tabs
<customObject> (required, set to false), <label> (required), <motif> (required), <url> (required), <urlEncodingKey> (required, set to UTF-8), <description> (optional), <frameHeight> (optional)

Visualforce tabs
<customObject> (required, set to false), <label> (required), <motif> (required), <page> (required), <description> (optional)

FORBIDDEN ELEMENTS (every one of these causes a deployment error)

<sobjectName>, <name>, <fullName>, <apiVersion>, <isHidden>, <tabVisibility>, <type>, <mobileReady>, <urlFrameHeight>, <urlType>, <urlRedirect>, <encodingKey>, <height>, <auraComponent>

Also forbidden:

<label> on object tabs (object tabs inherit their label from the custom object)

<page> on web tabs (only for Visualforce tabs)

Empty elements like <page></page> or <description></description>

Any element not in the allowlist table above

Tab Types

Object Tabs

Purpose: Navigate to custom or standard objects

File name determines the object: {ObjectApiName}.tab-meta.xml (e.g., Space_Station__c.tab-meta.xml)

Required elements: <customObject>true</customObject> and <motif>

Correct example (for a Space_Station__c.tab-meta.xml):

<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <customObject>true</customObject>
    <motif>Custom39: Telescope</motif>
</CustomTab>

Correct example (for a Supply__c.tab-meta.xml — note different motif):

<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <customObject>true</customObject>
    <motif>Custom98: Truck</motif>
</CustomTab>

❌ WRONG — do NOT add <sobjectName>, <name>, <fullName>, or <label>:

<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <sobjectName>Space_Station__c</sobjectName>  <!-- DEPLOYMENT ERROR -->
    <label>Space Station</label>                  <!-- DEPLOYMENT ERROR on object tabs -->
    <customObject>true</customObject>
    <motif>Custom57: Desert</motif>
</CustomTab>

Web Tabs

Purpose: Link to external websites or web applications

File name: Use a descriptive name: {TabName}.tab-meta.xml (e.g., Knowledge_Base.tab-meta.xml)

COPY THIS EXACT TEMPLATE — only replace the placeholder values. Do NOT add, remove, or rename any XML elements:

<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <customObject>false</customObject>
    <description>REPLACE_WITH_DESCRIPTION</description>
    <frameHeight>600</frameHeight>
    <label>REPLACE_WITH_LABEL</label>
    <motif>REPLACE_WITH_MOTIF</motif>
    <url>REPLACE_WITH_URL</url>
    <urlEncodingKey>UTF-8</urlEncodingKey>
</CustomTab>

These 7 elements above are the ONLY elements allowed in a web tab file. Do not add ANY other elements.

The <description> element is optional — you may remove it if not needed, but do not add anything else.

Visualforce Tabs

Purpose: Access custom Visualforce pages

File name: {TabName}.tab-meta.xml (e.g., Custom_Page_Tab.tab-meta.xml)

Required elements: <customObject>false</customObject>, <label>, <motif>, <page>

Correct example:

<?xml version="1.0" encoding="UTF-8"?>
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <customObject>false</customObject>
    <label>Custom Page</label>
    <motif>Custom46: Computer</motif>
    <page>CustomPage</page>
</CustomTab>

Tab Configuration

Tab Style

Default: Use standard tab styling

Custom: Can specify custom tab styles if needed

Tab Visibility

Default: Visible to all users with access

Custom: Can be configured for specific user profiles

Supported Applications

Standard Apps: Available in standard Salesforce applications

Custom Apps: Can be included in custom applications

Community Apps: Available in community applications

Integration Points

Object Relationships: Links to related object records

Web Content: External website integration

Visualforce Pages: Custom page functionality

Lightning Components: Modern component integration

Best Practices

Use clear, descriptive tab labels

Choose appropriate tab types for functionality

Select a unique, contextually relevant motif for each tab — do not default every tab to the same icon

Consider user experience and navigation flow

Test tab functionality across different applications

Ensure proper permissions and visibility settings

Follow consistent naming conventions

Object tab files MUST only contain <customObject>true</customObject> and <motif> — nothing else

Web tab files MUST only contain: <customObject>false</customObject>, <label>, <motif>, <url>, <urlEncodingKey>, and optionally <description>, <frameHeight> — nothing else

Never include <isHidden>, <tabVisibility>, <type>, <mobileReady>, or empty elements