While Saleshood instances are accessed individually, it is possible to also access it as an integrated tab with a Salesforce instance. The following steps will go over how to set up a Visualforce Tab in your Salesforce instance:

How to Set Up a Visualforce Tab

To set up the SalesHood web tab in Salesforce to access the app through Salesforce, please follow these steps:

1. Log in to Salesforce as an Admin and navigate to “Setup”

2. Search for “Visualforce” using the lefthand navigation bar, and select “Visualforce pages”

3. Select “New”

4. Fill in the following fields

• Label: SalesHood
• Name: SalesHood

5. Select the “Available for Lightning Experience, Lightning Communities, and the mobile app” box

6. Within the “Visualforce Markup” section, clear any existing code, and replace it with the following

<apex:page>
  <div style="overflow: hidden">
    <iframe src="https://app.saleshood.com" scrolling="true" id="theIframe" allow="microphone; camera" style="border: 0; height: 100%; width: 100%; left: 0; top: 0; position: absolute" />
  </div>
</apex:page>            

7. Change the “https://app.saleshood.com” to your SalesHood domain. If you do not know what it is, please contact support@saleshood.com

8. Click “Save”

9. On the Setup page search bar, search for “Tabs” and select “Tabs”

10. Scroll down to the “Visualforce Tabs” section and select “New”

11. On the “Visualforce Page” section, search for “SalesHood” (the title of the Visualforce page that was recently created)

• Tab Label: Title it “SalesHood”
• Tab Name: Title it “SalesHood”
• Tab Style: Select any tab style

12. Select “Next”

13. Apply to your selected “Profiles” for access, then click “Next”

14. Allow access to any custom apps then click “Save”

The SalesHood tab should now be available in the designated Salesforce Profile

Additional Troubleshooting

If you are having issues logging in (blank screen after clicking on the web tab), please follow these steps to troubleshoot:

1. Log out of Salesforce and SalesHood
2. Navigate to SalesHood through your company subdomain: https://companyname.saleshood.com
3. Click the Green “Login to SalesHood” button on the center of the page.
4. Follow the steps to log into SalesHood
5. Log back into Salesforce in another web tab
6. Click the SalesHood web tab
7. You should now be able to access SalesHood

If you are still experiencing issues:

1. Ask your Salesforce admin what your primary email (not username) in Salesforce is.
2. Please ask your SalesHood Coach to ensure that both the primary email in Salesforce and email in SalesHood match. If they don’t, please ask the SalesHood Coach to change your email in SalesHood to match that of your Salesforce primary email.

If you need any additional help or have questions about the above functionality, please contact support@saleshood.com and someone will be happy to assist you.