This set of instructions is for all users who are installing the InsideView package for the first time. You can enable InsideView Insights in Salesforce classic edition using any one of the following procedures:
- Configuring InsideView CRM View in Page Layout
- Configuring the InsideView Custom Tab in the Navigation Bar
- Managing the Custom Tabs for Salesforce User Profiles
Add the InsideView app in Accounts, Leads, Contacts, and Opportunity objects.
The following instructions describe how to add InsideView in the Account object. To learn how to install InsideView Insights, click here.
|1||Customize||Under Build, click Customize.
|2||Go to the Page Layout||Click Accounts to and click Page Layouts.
|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:
|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.
|6||Drag the InsideView connector||Select Visualforce Pages under Account Layout, click InsideView Account Connector, drag and drop it in the InsideView section you created.
|7||Go to Properties||In the InsideView Account Connector section, click Properties.
|8||Change the Connected App Properties||In the Connect App Properties dialog, change Height (in pixels) to 400 and click OK.
|9||Add Data Integrity Component||
Note: This step is applicable only if you have purchased InsideView Data Integrity.
Select Buttons under Account Layout, click Data Integrity Update button, drag and drop it in the Custom Buttons section.
|10||Save the changes and repeat steps||Click Save to save the updated page layout.
Repeat steps 2 - 9 to add InsideView to Leads, Opportunities, and Contacts objects.
|11||Install SFDC Home Page components||Click Here to install optional Salesforce Home Page components.|
Salesforce users can add the InsideView custom tab to the Salesforce navigation bar themselves by following these steps:
|1||Customize the navigation bar||
To access InsideView directly within Salesforce:
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.
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.
Managing the Custom Tabs for Salesforce User Profiles
|1||Add the Custom tab for all users||
As a Salesforce Admin, you can enable the InsideView Custom Tab for all users at the Salesforce organization level.
Note: Users can modify or remove the custom tab themselves.
Follow these steps to enable the custom tab for all users:
|2||Enable the Custom tab for Profiles||If the Custom Tab is marked as hidden for a Salesforce Profile, follow these steps to enable it:
|3||Hide the custom tab for specific profiles||
If you want to hide the InsideView tab for certain user profiles with no access to InsideView, follow these steps to do so: