Configuring InsideView in Page Layout and the Custom Tab in Salesforce Classic Edition

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This set of instructions is for all users who are installing the InsideView package for the first time. You can enable InsideView Sales in Salesforce classic edition using any one of the following procedures:

Add the InsideView app in Accounts, Leads, Contacts, and Opportunity objects.

Configuring InsideView CRM View in Page Layout

The following instructions describe how to add InsideView in the Account object. To learn how to install InsideView Sales, click here

Step Description Details
 1 Customize Under Build, click Customize

 

 2 Go to the Page Layout Click Accounts to add InsideView in Accounts and click Page Layouts. 

account_layout.png 

 3 Edit an account page layout In the Account Page Layout, select the page layout that you wish to edit. For example, click the edit link for the Account Layout as shown below:

Account_Page_Layout.png

 4 Add section  Under Account Layout, click Section and drag and drop it under Account Detail.

 5 Enter Section Properties In the Section Properties dialog box, do the following:

            - In the Section Name box, type InsideView.
            - Under Layout select 1-Column.

Click OK.   

 6 Drag the Connected App  Select Canvas Apps under Account Layout, click InsideView SF Connected App, drag and drop it in the InsideView section you created. 

Account_Page_Layout2.png

 Account_Page_Layout3.png

 7 Go to Properties In the InsideView SF Connected App section, click Properties

Account_Page_Layout4.png

 8 Change the Connected App Properties In the Connect App Properties dialog, change Height (in pixels) to 400 and click OK

Account_Page_Layout5.png

 9 Save the changes and repeat steps Click Save to save the updated page layout. 

Repeat steps 2 - 8 to add InsideView to Leads, Opportunities, and Contacts objects. 

 10 Install SFDC Home Page components Click Here to install optional Salesforce Home Page components.

Configuring the InsideView Custom Tab in the Navigation Bar

 To add the InsideView custom tab to your Salesforce navigation bar, follow these steps:

Step Description Details
1 Customize the navigation bar

To access InsideView directly within Salesforce:

  • Click on the + icon in the navigation bar
  • Click the InsideView (Classic) link in All Tabs as shown below:

1_small.png

  • InsideView CRM view opens within Salesforce as show below:

12_classic_custom_small.jpg

or,

Click on the + icon in the navigation bar and then click Customize My Tabs.

2 Add InsideView tab Select the InsideView (Classic) tab from the Available Tabs list and click Add.

9_add.jpg

Use the Up and Down buttons to place the InsideView (Classic) custom tab in your preferred location. Click Save.

3 Access InsideView custom tab Once the process is completed, you can see the InsideView (Classic) custom tab on the navigation bar.

10_completed_small.jpg

11_classic_small.jpg

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