Setting up the Salesforce Web Tab Integration

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

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

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

Step 3: Select “New”

Step 4: Fill in the following fields

  • Label: SalesHood
  • Name: SalesHood

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

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

<apex:page>   

<iframe src="https://app.saleshood.com" scrolling="true" id="theIframe" allow="microphone; camera" style="height: 600px; width: 100%;" />

</apex:page>

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

Step 8: Click “Save”

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

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

Step 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

Step 12: Select “Next”

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

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

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

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.

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