- Click Manage Grids and Manage Tabbed Pages
- Click New to create a new tabbed page
- Enter the tabbed page name
- Click Add Tab
- Enter the Tab Name
- Select the Grid that should be displayed within this tab
- URL parameters
- URL filter parameters are only necessary when embedding the tabbed page onto a Salesforce record.
- Leave the URL filter parameters blank if the tabbed page is not going to be embedded onto a Salesforce record.
- Enter the fpf/fpv parameters for each grid if you plan to embed this tabbed page onto a Salesforce record detail page. These parameters filter the grid to show only records related to the Salesforce record on which the grid is embedded. FPF = filter parent field, FPV = filter parent value
For example:
-
-
- If I’m embedding a Contact grid onto an Account record, my FPF/FPV would be: fpf=AccountId&fpv={recordId}
- If I’m embedding a Task grid onto the Account record, my FPF/FPV would be: fpf=AccountId&fpv={recordId}
- If I’m embedding an Account grid on an Account page, my FPF/FPV would be: fpf=Id&fpv={recordId}
- If I’m embedding an Opportunity grid on an Account page, my FPF/FPV would be: fpf=AccountId&fpv={recordId}
- If I’m embedding a custom object onto an Account page, my FPF/FPV would be: fpf=Account__c&fpv={recordId}
-
NOTE: URL parameters for each grid in the tabbed page are entered here. If you are embedding a single grid, the URL parameters would be entered in the Lightning Component (under ‘Edit page’). No fpf/fpv parameters are necessary if this will be a full page workspace in Salesforce.
