Generating Custom Tab

Name: Generating Custom Tab
Author: forcedotcom

forcedotcom/afv-library

1.5k installs
763 repo stars
Updated July 24, 2026
forcedotcom/afv-library

This is a copy of generating-custom-tab by forcedotcom - installs and ranking accrue to the original listing.

Generating Custom Tab is a Salesforce agent skill that generates accurate Custom Tab metadata for object, web, Visualforce, and Lightning component tabs for developers extending Lightning Experience navigation.

About

Generating Custom Tab is a Salesforce agent skill (version 1.0) that creates and configures Custom Tab metadata when building or extending Salesforce applications. The skill triggers on mentions of tabs, navigation tabs, object tabs, web tabs, Visualforce tabs, Lightning component tabs, app page tabs, or tab visibility and access settings. Developers reach for Generating Custom Tab to add navigation for custom objects, external web content, Visualforce pages, or Lightning pages without hand-authoring error-prone tab XML. Output covers tab creation, application navigation wiring, visibility configuration, and deployment troubleshooting guidance. Always use this skill for any custom tab work on Lightning Platform.

Automatically creates CustomTab metadata for objects, web content, Visualforce, Lightning components, and app pages
Enforces required properties including customObject flag, semantically correct motif selection, and proper label handlin
Handles six distinct tab types: object tabs, web tabs, Visualforce tabs, Lightning component tabs, app page tabs, and na
Triggers on any mention of tabs, navigation, object tabs, web tabs, or tab configuration
Produces ready-to-deploy metadata that prevents common deployment errors

Generating Custom Tab by the numbers

1,547 all-time installs (skills.sh)
+2 installs in the week ending Jul 28, 2026 (Skillselion tracking)
Security screen: LOW risk (skills.sh audit)
Data as of Jul 28, 2026 (Skillselion catalog sync)

npx skills add https://github.com/forcedotcom/afv-library --skill generating-custom-tab

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Installs	1.5k
repo stars	★ 763
Security audit	3 / 3 scanners passed
Last updated	July 24, 2026
Repository	forcedotcom/afv-library ↗

How do you create Salesforce Custom Tab metadata correctly?

Generate accurate Salesforce Custom Tab metadata when an AI coding agent is building or extending a Salesforce application.

Who is it for?

Salesforce developers adding or reconfiguring navigation tabs for custom objects, external URLs, Visualforce pages, or Lightning components.

Skip if: Developers building full multi-component Lightning apps, Einstein Agent CLTs, or React UI bundles in the App Launcher.

When should I use this skill?

The user mentions custom tabs, navigation tabs, object tabs, web tabs, Visualforce tabs, Lightning component tabs, or tab visibility and access configuration.

What you get

Deployable Custom Tab metadata with navigation, visibility, and access configuration for Lightning Experience apps.

Custom Tab metadata
navigation configuration
visibility and access settings

By the numbers

Skill metadata version 1.0 in forcedotcom/afv-library

Files

SKILL.mdMarkdownGitHub ↗

data360-query: Data Cloud Retrieve Phase

Use this skill when the user needs query, search, and metadata introspection for Data Cloud: sync SQL, paginated SQL, async query workflows, table describe, vector search, hybrid search, or search index operations.

When This Skill Owns the Task

Use data360-query when the work involves:

sf data360 query *
sf data360 search-index *
sf data360 metadata *
sf data360 profile * or sf data360 insight * inspection
understanding Data Cloud SQL results or query shape

Delegate elsewhere when the user is:

writing standard CRM SOQL only → platform-soql-query
designing segment or calculated insight assets → data360-segment
analyzing STDM/session tracing/parquet telemetry → agentforce-observe

---

Required Context to Gather First

Ask for or infer:

target org alias
whether the user needs quick count, medium result set, large export, schema inspection, or semantic search
table/index name if known
whether the task is read-only SQL or search-index lifecycle management

---

Core Operating Rules

Treat Data Cloud SQL as its own query language, not SOQL.
Run the shared readiness classifier before relying on query/search surfaces: node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase retrieve --json.
Use describe before guessing columns.
Prefer sqlv2 or async query flows for larger result sets.
Use vector search or hybrid search only when the search index lifecycle is healthy.
Keep STDM/parquet/session-tracing workflows out of this skill family.

---

Recommended Workflow

1. Classify readiness for retrieve work

node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase retrieve --json
# optional query-plane probe, only with a real table name
node ../data360-orchestrate/scripts/diagnose-org.mjs -o <org> --phase retrieve --describe-table MyDMO__dlm --json

2. Choose the smallest correct query shape

sf data360 query sql -o <org> --sql 'SELECT COUNT(*) FROM "ssot__Individual__dlm"' 2>/dev/null
sf data360 query sqlv2 -o <org> --sql 'SELECT * FROM "ssot__Individual__dlm"' 2>/dev/null
sf data360 query async-create -o <org> --sql 'SELECT * FROM "ssot__Individual__dlm"' 2>/dev/null

3. Use describe before guessing fields

sf data360 query describe -o <org> --table ssot__Individual__dlm 2>/dev/null

4. Use vector or hybrid search only when an index exists

sf data360 search-index list -o <org> 2>/dev/null
sf data360 query vector -o <org> --index Knowledge_Index --query "reset password" --limit 5 2>/dev/null
sf data360 query hybrid -o <org> --index Knowledge_Index --query "reset password" --limit 5 2>/dev/null
sf data360 query hybrid -o <org> --index Insurance_Index --query "weather damage coverage" --prefilter "Type_of_Insurance__c='Home'" --limit 10 2>/dev/null

5. Reuse curated search-index examples when creating indexes

Use the phase-owned examples instead of inventing JSON from scratch:

examples/search-indexes/vector-knowledge.json
examples/search-indexes/hybrid-structured.json

---

High-Signal Gotchas

Data Cloud SQL is not SOQL.
Table names should be double-quoted in SQL.
sqlv2 is better than ad hoc OFFSET paging for medium result sets.
async query is preferable for large results.
search-index operations and vector/hybrid queries depend on the index lifecycle being healthy.
Hybrid search can use --prefilter, but only on fields configured as prefilter-capable when the search index was created.
HNSW index parameters are typically read-only on create; leave userValues: [] unless the platform explicitly documents otherwise.
query describe is not a universal tenant probe; only run it with a known DMO or DLO table after broader readiness has been confirmed.

---

Output Format

Retrieve task: <sql / sqlv2 / async / describe / vector / search-index>
Target org: <alias>
Target object: <table or index>
Commands: <key commands run>
Verification: <query rows / schema / status>
Next step: <segment / harmonize / follow-up>

---

References

README.md
examples/search-indexes/vector-knowledge.json
examples/search-indexes/hybrid-structured.json
../data360-orchestrate/assets/definitions/search-index.template.json
../data360-orchestrate/references/plugin-setup.md
../data360-orchestrate/references/feature-readiness.md

{
  "label": "<INDEX_NAME>",
  "developerName": "<INDEX_NAME>",
  "description": "Hybrid search index on a structured Data Cloud DMO",
  "sourceDmoDeveloperName": "<SOURCE_DMO>__dlm",
  "chunkDmoName": "<INDEX_NAME> chunk",
  "chunkDmoDeveloperName": "<INDEX_NAME>_chunk",
  "vectorDmoName": "<INDEX_NAME> index",
  "vectorDmoDeveloperName": "<INDEX_NAME>_index",
  "searchType": "HYBRID",
  "vectorEmbedding": {
    "vectorEmbeddingRelatedFields": []
  },
  "rankingConfigurations": [],
  "chunkingConfiguration": {
    "fieldLevelConfigurations": [
      {
        "sourceDmoDeveloperName": "<SOURCE_DMO>__dlm",
        "sourceDmoFieldDeveloperName": "<TEXT_FIELD>__c",
        "config": {
          "id": "passage_extraction",
          "userValues": [
            { "id": "max_tokens", "value": "512" },
            { "id": "strip_html", "value": "true" }
          ]
        }
      }
    ]
  },
  "vectorEmbeddingConfiguration": {
    "embeddingModel": {
      "id": "e5_large_v2",
      "userValues": [
        { "id": "dimension", "value": "1024" },
        { "id": "max_token_limit", "value": "512" }
      ]
    },
    "index": {
      "id": "HNSW",
      "userValues": []
    },
    "similarityMetric": "COSINE"
  }
}

{
  "label": "My_kav",
  "developerName": "My_kav",
  "sourceDmoDeveloperName": "ssot__KnowledgeArticleVersion__dlm",
  "chunkDmoName": "My_kav chunk",
  "chunkDmoDeveloperName": "My_kav_chunk",
  "vectorDmoName": "My_kav index",
  "vectorDmoDeveloperName": "My_kav_index",
  "searchType": "VECTOR",
  "vectorEmbedding": {
    "vectorEmbeddingRelatedFields": []
  },
  "chunkingConfiguration": {
    "fieldLevelConfigurations": [
      {
        "sourceDmoDeveloperName": "ssot__KnowledgeArticleVersion__dlm",
        "sourceDmoFieldDeveloperName": "ssot__Name__c",
        "config": {
          "id": "passage_extraction",
          "userValues": [
            { "id": "strip_html", "value": "true" },
            { "id": "max_tokens", "value": "512" }
          ]
        }
      }
    ]
  },
  "vectorEmbeddingConfiguration": {
    "embeddingModel": {
      "id": "e5_large_v2",
      "userValues": [
        { "id": "dimension", "value": "1024" },
        { "id": "max_token_limit", "value": "512" }
      ]
    },
    "index": {
      "id": "HNSW",
      "userValues": []
    },
    "similarityMetric": "COSINE"
  },
  "rankingConfigurations": []
}

data360-query

Query and search workflows for Salesforce Data Cloud.

Use this skill for

quick SQL counts
paginated SQL (sqlv2)
async query lifecycles
table describe
vector search
hybrid search with optional prefilter
search index inspection and lifecycle work

Example requests

"Run a Data Cloud SQL query against unified profiles"
"Describe this Data Cloud table before I write SQL"
"Help me troubleshoot vector search in Data Cloud"
"Run a hybrid search with a prefilter in Data Cloud"
"Create and inspect a search index"

Common commands

sf data360 query sql -o myorg --sql 'SELECT COUNT(*) FROM "ssot__Individual__dlm"' 2>/dev/null
sf data360 query describe -o myorg --table ssot__Individual__dlm 2>/dev/null
sf data360 search-index list -o myorg 2>/dev/null
sf data360 query vector -o myorg --index Knowledge_Index --query "reset password" --limit 5 2>/dev/null
sf data360 query hybrid -o myorg --index Knowledge_Index --query "reset password" --limit 5 2>/dev/null

Example payloads

examples/search-indexes/vector-knowledge.json
examples/search-indexes/hybrid-structured.json

References

SKILL.md
../data360-orchestrate/assets/definitions/search-index.template.json
CREDITS.md

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How it compares

Pick Generating Custom Tab over generating-lightning-app when the scope is a single tab or navigation entry, not a full multi-metadata application.

FAQ

What tab types does Generating Custom Tab support?

Generating Custom Tab supports object tabs, web tabs, Visualforce tabs, Lightning component tabs, and app page tabs, including navigation wiring, visibility settings, and access configuration for Lightning Experience applications.

When should Generating Custom Tab be used over other AFV skills?

Generating Custom Tab should be used whenever the task is creating or configuring Salesforce Custom Tabs or navigation tabs, rather than full apps, flows, or Einstein Agent type definitions.

Is Generating Custom Tab safe to install?

skills.sh reports 3 of 3 security scanners passed. Review the Security Audits panel on this page before installing in production.

AI & Agent Buildingagentsautomation

About

Generating Custom Tab by the numbers

Add your badge

How do you create Salesforce Custom Tab metadata correctly?

Who is it for?

When should I use this skill?

What you get

By the numbers

Files

data360-query: Data Cloud Retrieve Phase

When This Skill Owns the Task

Required Context to Gather First

Core Operating Rules

Recommended Workflow

1. Classify readiness for retrieve work

2. Choose the smallest correct query shape

3. Use describe before guessing fields

4. Use vector or hybrid search only when an index exists

5. Reuse curated search-index examples when creating indexes

High-Signal Gotchas

Output Format

References

Credits & Acknowledgments

data360-query

Use this skill for

Example requests

Common commands

Example payloads

References

Related skills

How it compares

FAQ

What tab types does Generating Custom Tab support?

When should Generating Custom Tab be used over other AFV skills?

Is Generating Custom Tab safe to install?

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