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.
Avant de commencer : 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 Publier la bibliothèque. Copy the embed code for your library.
If you have more than one library, copy the embed code from the Bibliothèques 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 Configuration.
- Dans Quick Find, type Tabs, then select Tabs.
- Dans le Web Tabs section, click New.
- Choisissez Full page width, puis cliquez sur Suivant.
- Enter a Tab Label, such as Document Library. Salesforce fills in the Tab Name.
- Cliquez sur le 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.
- Cliquez sur Suivant.
- Paste the library address into the Button or Link URL box. Leave Encoding as it is. Click Suivant.
- Choose which user profiles see the tab. Default On shows it to everyone. Click Suivant.
- Choose which Salesforce apps include the tab. All apps are ticked by default. Click Enregistrer.
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.
Qui peut voir la bibliothèque
Dans Salesforce, votre bibliothèque de documents s'affiche dans le Web Tab pour les personnes dont le profil peut ouvrir cet onglet. L'adresse de la bibliothèque que vous collez dans le Web Tab fonctionne uniquement dans un élément intégré comme cet onglet. Si quelqu'un ouvre la même adresse dans un onglet de navigateur, la bibliothèque ne s'affichera pas.
L'adresse n'est pas totalement infaillible. Pour les documents confidentiels comme les listes de prix ou les politiques internes, protégez votre bibliothèque de documents par mot de passe et activez Bloquer les liens directs vers les fichiers sur la page Contrôle d'accès . Les deux sont inclus dans le forfait Advanced.
Si la bibliothèque n'apparaît pas
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 Configuration > Tabs > Modifier 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 service de configuration gratuit.