Adding Custom Tabs and Buttons
After a Salesforce object is added to Veeam Data Cloud Salesforce Extension and all the necessary layouts are created for this object, the product displays archived data of the added object on the Archived Records page. However, users will not be able to access this page unless they customize the Archived Records button or the Archived Records tab (or both).
- Archived Records button — allows you to view archived parent records of the added object. To be able to use this button, do the following:
- Create the button as described in this Salesforce KB article. When choosing a content source, select the URL option and specify /lightning/n/vbsf__ArchiveManagement?vbsf__objectApiName={ObjectName} in the text field.
- Add the created button to the List View Button layout as described in this Salesforce KB article.
Note |
By default, the Archived Records button for some standard objects (for example, Case and Opportunity) is added automatically during product installation. |
- Archived Records tab — allows you to view archived child records of the added object . To be able to use this tab, do the following:
- Open the object manager and choose the necessary object.
- Switch to Lightning Record Pages. Salesforce will display a list of all pages created for the object.
- Edit the necessary record page of the object as described in this Salesforce KB article. When editing the page, add a custom tab and drag and drop the lwc_archiveManagementChildList custom web component to the added tab.