This set of instructions is for all users who are installing the InsideView package. You can enable InsideView Insights CRM View in Salesforce lightning experience using any one of the following procedures:
- Configuring InsideView CRM View to Page Layout
- Configuring InsideView CRM View within Details tab in Page Layout
- Configuring the InsideView Custom Tab in the Navigation Bar
- Managing the Custom Tabs for Salesforce User Profiles
The following instructions describe how to add InsideView Insights CRM View in page layout. To learn how to install InsideView Insights package, click here.
|1||Login to Salesforce||
Log in to Salesforce CRM with a user who has edit page privilege.
|2||Select Object||Select the Account, Contact, Lead, or Opportunity object where you want to configure IV mashup. For example, select InsideView, Inc account to configure an Account object.|
|3||Select Contact and Edit Page||
Select the InsideView account and go to Setup. Here, select Edit Page, as illustrated below.
|4||Configure Visualforce components||In the resultant screen after clicking the Edit Page above, scroll down on the left pane to click Visualforce as illustrated:
Drag and drop the Visualforce component on the page in any one of the following three configurations:
In the above screen, fill up the red highlighted fields to complete the configuration process, as depicted below:
Note: When configuring the InsideView Visualforce component in one-third width, set the height to 600 in the Height field.
|6||Complete the process||Click Save to complete the process of configuring.
Once configuration process is completed, a screen similar to the following one appears.
Repeat same steps to configure a contact, lead, and opportunity object.
The following instructions describe how to add InsideView Insights CRM View within Details tab in page layout. To learn how to install InsideView Insights, click here.
|1||Click Setup Home||
After login to Salesforce, click Setup, as shown in the below screen:
|2||Go to Object Manager||
Click Object Manager.
|3||Go to the Page Layout||
Click Accounts on the following screen.
And click Page Layouts, as illustrated in the below:
|4||Edit Account Page Layout||In the Page Layouts screen, click the Account Layout link.
|5||Add Account Details||Under Account Layout, click Section and drag and drop it under Account Detail.
|6||Enter Section Properties||On the Section Properties dialog box, do the following:
- In the Section Name box, type InsideView.
|7||Add Connected app||Select Visualforce Pages under Account Layout, click InsideView Account Connector, drag and drop it in the InsideView section you created.
|8||Go to Properties||On the InsideView Account Connector, click Properties.
|9||Change the Visualforce Page Properties||On the Visualforce Page Properties, change Height (in pixels) to 400 and click OK.
|10||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.
The following instructions describe how to add the InsideView Custom Tab in the Salesforce navigation bar:
|1||Customize the navigation bar||Select the Pencil icon in the navigation bar to customize the navigation items.
In the Edit Sales App Navigation Items page, click Add More Items as illustrated:
|2||Choose InsideView||Click All under Available Items and select InsideView by clicking the + icon.
Click Add 1 Nav Item.
|3||Rearrange the custom tab||In the Edit Sales App Navigation Items page, select and drag InsideView to your preferred location in the navigation bar.
Click Save. Once the process is completed, the InsideView custom tab is added to the Salesforce navigation bar.
Click on the InsideView custom tab to access InsideView directly within Salesforce.
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:
The custom tabs are added to the Navigation Panel of Salesforce.
|2||Enable the Custom tab from the 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:
To install Salesforce Home Page components, refer the article Configuring Salesforce Home Page Components in our Knowledge Base.