Configuring the InsideView Data Integrity Custom Tab in the Navigation Bar

  • Created

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:

    1_-_DI_in_Nav_Bar_copy.png

  • InsideView Data Integrity opens within Salesforce as show below:

    2_-_DI_in_SFL_small.png

or,

Click on the Screenshot_2020-03-25_at_6.03.48_AM.png icon in the navigation bar and click Add More Items.

3_-_Add_More_small.png

 2 Add InsideView Data Integrity tab Select the InsideView Data Integrity tab from the Available Items list and click Add.

4_-_Select_IVDI_small.png

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.

5_-_DI_in_SFL_CT_Small.png

 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.

    Screenshot_2020-03-25_at_6.17.16_AM.png 

  • Select the user's profile and click Edit.
  • Scroll down to verify the InsideView Data Integrity in the Custom Tab Settings.

    7_-_Hidden.jpg

  • If the Custom Tab Settings is hidden, click Edit and change the InsideView Data Integrity setting to Default On as illustrated.

    8_-_Select.jpg

  • Click Save.

Steps for Salesforce Classic

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:

    1_-_Access_Direct_small.jpg

  • InsideView Data Integrity opens within Salesforce as show below:

    2_-_DI_Opens_small.jpg

or,

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

3_-_Customize_small.jpg

 2 Add InsideView Data Integrity tab Select the InsideView Data Integrity tab from the Available Tabs list and click Add.

4_-_Add.jpg

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.

5_small.jpg

6_-_Done_small.jpg

 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.profile_page.png

  • Select the user's profile and click Edit.
  • Scroll down to verify the InsideView Data Integrity in the Custom Tab Settings.

    7_-_Hidden.jpg

  • If the Custom Tab Settings is hidden, click Edit and change the InsideView Data Integrity setting to Default On as illustrated.

    8_-_Select.jpg

  • Click Save.