Configuring the InsideView Data Integrity Custom Tab in the Navigation Bar

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

Steps for Salesforce Lightning

Step	Description	Details
1	Customize the navigation bar	To access InsideView Data Integrity directly within Salesforce: Click on the More option in the navigation bar Click the InsideView Data Integrity link as shown below: InsideView Data Integrity opens within Salesforce as show below: or, Click on the icon in the navigation bar and click Add More Items.
2	Add InsideView Data Integrity tab	Select the InsideView Data Integrity tab from the Available Items list and click Add. Use the Up and Down buttons to place the InsideView Data Integrity custom tab in your preferred location. Click Save.
3	Access InsideView custom tab	Once the process is completed, you can see the InsideView Data Integrity custom tab on the navigation bar.
4	Enable the Custom tab from the Profiles	When the Custom Tab is marked as hidden for your Salesforce Profile, follow these steps to enable it: Log in to Salesforce CRM with your user profile credentials. Go to the Profiles page. Select the user's profile and click Edit. Scroll down to verify the InsideView Data Integrity in the Custom Tab Settings. If the Custom Tab Settings is hidden, click Edit and change the InsideView Data Integrity setting to Default On as illustrated. Click Save.

Step	Description	Details
1	Customize the navigation bar	To access InsideView Data Integrity directly within Salesforce: Click on the + icon in the navigation bar Click the InsideView Data Integrity link in All Tabs as shown below: InsideView Data Integrity opens within Salesforce as show below: or, Click on the + icon in the navigation bar and then click Customize My Tabs.
2	Add InsideView Data Integrity tab	Select the InsideView Data Integrity tab from the Available Tabs list and click Add. Use the Up and Down buttons to place the InsideView Data Integrity custom tab in your preferred location. Click Save.
3	Access InsideView custom tab	Once the process is completed, you can see the InsideView Data Integrity custom tab on the navigation bar.
4	Enable the Custom tab from the Profiles	When the Custom Tab is marked as hidden for your Salesforce Profile, follow these steps to enable it: Log in to Salesforce CRM with your user profile credentials. Go to the Profiles page. Select the user's profile and click Edit. Scroll down to verify the InsideView Data Integrity in the Custom Tab Settings. If the Custom Tab Settings is hidden, click Edit and change the InsideView Data Integrity setting to Default On as illustrated. Click Save.