Salesforce Web Tabs let you embed and display a Document Library Pro library as a full-width tab inside Salesforce. Users can open the library from Salesforce like any other tab, with no code needed.
Before you begin: You need to be a Salesforce admin, or have the Customize Application permission. Salesforce lists Web Tabs for Contact Manager, Group, Professional, Enterprise, Performance, Unlimited and Developer editions. Web Tabs work in Lightning Experience and Salesforce Classic. If you use another Salesforce edition and cannot see Web Tabs, check with Salesforce before continuing. The main difference from other embed guides is that Salesforce asks for a web address, not the full two-line embed code.
You do not need to add your library to Trusted URLs or CSP Trusted Sites.
Step 1: Copy your library address
Open your Document Library Pro dashboard and go to Publish Library. Copy the embed code for your library.
If you have more than one library, copy the embed code from the Libraries screen for the library you want to show in Salesforce.
The library address is the part inside src=”…” on the first line of the embed code. For example:
<iframe src="https://your-library.documentlibrary.app/?dlp_embed=1" title="Document library" style="display:block;width:100%;border:0;height:600px;" loading="lazy"></iframe>
In this example, you would copy this address:
https://your-library.documentlibrary.app/?dlp_embed=1
Use your own library address, not the sample above. Copy everything between the quote marks, including anything after the question mark.
Step 2: Create a Salesforce Web Tab
- In Salesforce, click the gear icon and choose Setup.
- In Quick Find, type Tabs, then select Tabs.
- In the Web Tabs section, click New.
- Choose Full page width, then click Next.
- Enter a Tab Label, such as Document Library. Salesforce fills in the Tab Name.
- Click the Tab Style lookup icon and pick an icon and color.
- Set Content Frame Height (pixels). The default is 600. 1200 suits most libraries, or set it taller for a long one. Inside Salesforce, the library cannot resize itself. This box sets how tall the library area is. If the library is taller, Salesforce shows a scroll bar inside the tab.
- Click Next.
- Paste the library address into the Button or Link URL box. Leave Encoding as it is. Click Next.
- Choose which user profiles see the tab. Default On shows it to everyone. Click Next.
- Choose which Salesforce apps include the tab. All apps are ticked by default. Click Save.
Salesforce adds the Web Tab to each app you selected in the last step; for example, the Sales app shows it next to Campaigns. Some apps hide it under More, and users can also find it with the App Launcher (the grid of dots, top left) by typing the tab name. Users cannot add a Web Tab with the pencil icon, so an admin must add it in App Manager if an app is missing it.
Step 3: Check the result
Open the tab in Salesforce and check that your document library appears full width. The search box, category filter and page numbers should all appear inside the tab.
Search should work as normal. When you click preview, the document library opens the preview inside the tab, with a close button.
Changes you make in Document Library Pro show in Salesforce straight away. You do not need to edit the Salesforce tab again after updating your library.
Who can see the library
In Salesforce, your document library shows inside the Web Tab for people whose profile can open that tab. The library address you paste into the Web Tab only works inside an embed like that tab. If someone opens the same address in a browser tab, it will not show the library.
The address is not completely bulletproof. For confidential documents such as price lists or internal policies, password protect your library and turn on Block direct file links on the Access Control page. Both are on the Advanced plan.
If the library does not appear
Blank tab or error
Check that you pasted only the library address, not the whole embed code. The address must start with https://.
Library cut off or scroll bar inside the tab
Edit the tab in Salesforce and increase Content Frame Height (pixels). You can find it from Setup > Tabs > Edit next to the tab.
Tab not visible for some users
Check the profile visibility you chose when creating the tab. Users only see the tab if their profile has access to it.
Want us to set it up for you?
If you would rather we build the library for you, request our free setup service.