This set of instructions is for all users who are installing the Demandbase package. You can enable Demandbase Sales Intelligence CRM View in Salesforce lightning experience using any one of the following procedures:
- Configuring Demandbase CRM View to Page Layout
- Configuring Demandbase CRM View within Details tab in Page Layout
- Configuring the Demandbase Custom Tab in the Navigation Bar
- Managing the Custom Tabs for Salesforce User Profiles
Configuring Demandbase CRM View in Page Layout
The following instructions describe how to add Demandbase Sales Intelligence CRM View in page layout. To learn how to install Demandbase Sales Intelligence package, click here.
Step | Description | Details |
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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 widget. For example, select Demandbase account to configure an Account object. |
3 | Select Contact and Edit Page |
Select the Demandbase 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:
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5 | Assign Labels |
In the above screen, fill up the red highlighted fields to complete the configuration process, as depicted below:
Note: When configuring the Demandbase 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.
Configuring Demandbase CRM View within Details tab in Page Layout
The following instructions describe how to add Demandbase Sales Intelligence CRM View within Details tab in page layout. To learn how to install Demandbase Sales Intelligence, click here.
Step | Description | Details |
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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.
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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 Demandbase. Click OK. |
7 | Add Connected app | Select Visualforce Pages under Account Layout, click InsideView Account Connector, drag and drop it in the Demandbase 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 Demandbase to Leads, Opportunities, and Contacts objects. |
Configuring the Demandbase Custom Tab in the Navigation Bar
The following instructions describe how to add the Demandbase Custom Tab in the Salesforce navigation bar:
Step | Description | Details |
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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 Demandbase | 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 Demandbase directly within Salesforce. |
Managing the Custom Tabs for Salesforce User Profiles
Step | Description | Details |
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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:
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3 | Hide the custom tab for specific profiles | If you want to hide the Demandbase tab for certain user profiles with no access to Demandbase, follow these steps to do so:
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