Configuring InsideView in Page Layouts 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 Insights 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 Insights, click here.

Step Description Details
1 Customize Under Build, click Customize.

2 Go to the Page Layout Click Accounts to 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 InsideView connector Select Visualforce Pages under Account Layout, click InsideView Account Connector, drag and drop it in the InsideView section you created.

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7 Go to Properties In the InsideView Account Connector section, click Properties.

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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 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.

DI_Button_small.png
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.

Configuring the InsideView Custom Tab in the Navigation Bar

Salesforce users can add the InsideView custom tab to the Salesforce navigation bar themselves by following 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:

1_-_Classic_Tab_small.png

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

1_-_Classic_Tab_small.png

Managing the Custom Tabs for Salesforce User Profiles

Step Description Details
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:

  • Log in to Salesforce CRM with Admin user credentials.
  • Go to Setup and navigate to the Apps page.

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  • Select the App for which you would like to add the custom tab and click Edit.

    1-_Edit_App_small.png

  • On the Custom App Edit page, select InsideView (Classic) and InsideView Data Integrity (if purchased) from the Available Tabs and click Add. Use the Up and Down arrow keys to change the order if required.
  • Enable the Overwrite Users' Personal Custom App Customizations check box.

    2_-_Add_To_Custom_Tab_small.png

  • Select the user profiles for which these tabs need to be enabled from the Assign to Profiles section.
  • Click Save.
  • The custom tabs are added to the Navigation Panel of Salesforce.

    3_-_Added.png
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:
  • Log in to Salesforce CRM with your admin user credentials.

  • Go to the Profiles page.profile_page.png

  • Scroll down to verify the Custom Tab Settings for InsideView (Classic).

    custom_tab_hidden_classic.png

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

    custom_tab_on_classic.png

  • Click Save.
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:

  • Log in to Salesforce CRM with your admin user credentials.

  • Go to the Profiles page.profile_page.png

  • Scroll down to verify the profile for which you want to hide the InsideView (Classic) custom tab and click Edit.
  • In the Profile Edit page, scroll down to the Custom Tab Settings section and choose Tab Hidden or Default Off for InsideView (Classic).

    4_-_Hide_Tab_small.png

  • Click Save.
  • All users with this selected profile now cannot search and add the InsideView custom tab to the Salesforce Navigation Panel.

 

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