SF Tabs v3.0.0

Version 3 is in review at the browser stores. These pages describe 3.0. If you are running 2.1.1 from the Chrome Web Store or Firefox Add-ons, the version 2 documentation is the one you want — or install 3.0 early from the GitHub release.

Quick Access

SF Tabs gives you three ways to reach your tabs, or capture the page you’re on, without opening the popup. They all do the same two jobs — get to a tab, or capture the page you’re on — from different places in Salesforce. You can turn on any combination of them, and you can still add a tab from the popup itself.

The Header Menu

Turn on Show a menu in the Salesforce header (Settings > Button) to add a bookmark button to Salesforce’s own header, beside Favorites, styled to match it.

It’s a split button, like Favorites:

  • The left half (bookmark icon) captures the page you’re on as a tab — no popup, no dialog. The page simply appears in your tabs.
  • The right half (chevron) opens a menu listing your tabs.

The bookmark icon fills in to show when the page you’re on is already one of your tabs.

The header menu works everywhere in Salesforce, not only in Setup, and works alongside the floating button or on its own.

The Show a menu in the Salesforce header setting, switched on
Turning it on in Settings › Button
The SF Tabs split button in the Salesforce header, its menu open beside Favorites
The result: a split button beside Favorites, with the menu open

The Floating Button

Turn on Enable floating button (Settings > Button) to add a button on top of Salesforce pages that opens a panel listing your tabs.

The floating button has several options:

Option What it controls
Layout Edge drawer (a handle on the side), round button, or labeled pill
Edge Docks to the left or right side
Offset from top Distance from the top, in pixels, so it stays put when the window resizes
Location Everywhere, only in Setup, or outside Setup

The panel lists your tabs, including nested ones, and highlights the tab matching the page you’re on.

The floating button as a labeled pill, with its panel of tabs open
The labeled pill layout
The floating button as a round button, with its panel of tabs open
The round button layout

Quick Add in the Setup Tab Bar

Turn on Quick Add in the Salesforce menu bar (Settings > Tabs) to add a “+” at the end of your tabs in the Setup menu bar. Clicking it captures the current page without opening the popup.

sftabs-settings-quick-add-menu-bar

A Few Things That Apply to All Three

  • Capture works on record pages and list views, not just Setup pages.
  • Quick Add adds to all profiles (Settings > Profiles) sends a captured page to every profile rather than only the active one. This is off by default. See Profiles for how profiles work.
  • You can always add a tab from the popup itself, no matter which of these you have turned on.

See Tabs for how captured tabs behave once they’re added, and Settings for where each of these options lives.