Building a Visualforce Tab For Use in Salesforce Classic Mobile

To mobilize your Visualforce page for use in Salesforce Classic Mobile, build a custom tab and define it as Salesforce Classic Mobile-ready so that you can add it to your Salesforce Classic Mobile mobile configurations.

To create a Visualforce tab for Salesforce Classic Mobile:

  1. From Setup, enter Tabs in the Quick Find box, then select Tabs.
  2. Click New in the Visualforce Tabs related list.
  3. Select the mobile-optimized Visualforce page to display in the custom tab.
  4. Specify the label that displays on the tab.
  5. Click the Tab Style lookup icon to display the Tab Style Selector.

    If a tab style is already in use, a number enclosed in brackets ([ ]) appears next to the tab style name. Hover your mouse over the style name to view the tabs that use the style. Click Hide styles which are used on other tabs to filter this list.

  6. Click a tab style to select the color scheme and icon for the custom tab.
  7. Select the Salesforce Classic Mobile Ready checkbox to indicate that the Visualforce page displays and functions properly in the Salesforce Classic Mobile app.

    Selecting the checkbox adds the tab to the list of available tabs for your Salesforce Classic Mobile mobile configurations.

  8. Do not select a custom link to use as the introductory splash page. Salesforce Classic Mobile doesn’t support splash pages.
  9. Enter a description of the tab, if desired, and click Next.
  10. Choose the user profiles for which the new custom tab will be available:
    • Select Apply one tab visibility to all profiles and choose Default On, Default Off, or Tab Hidden from the drop-down list.
    • Alternatively, select Apply a different tab visibility for each profile and choose Default On, Default Off, or Tab Hidden from the drop-down list for each profile.
  11. Consider removing the new tab from all available apps so that the tab is not exposed to Salesforce desktop users. Because Visualforce Mobile pages are usually stripped of many standard Salesforce elements, it is unlikely that you want users to access the page from a desktop browser.
    • Deselect the checkboxes next to all of the available apps.
    • Deselect the Append tab to users' existing personal customizations checkbox.
  12. Click Save.
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