Step 7: (Optional) Add Demandbase One for Sales as a Tab in Salesforce

This article walks you through the steps for adding Demandbase One for Sales as a tab in Salesforce Lightning and Salesforce Classic.

Once added, you can access Demandbase One for Sales directly from the tab in Salesforce. 

Prerequisites

• You must have Admin privileges within your Salesforce environment to create tabs. 
• Your users in Salesforce must have a Demandbase log in.

Salesforce Lightning

1. Log in to Salesforce as an Admin user.
2. Click the settings gear icon at the top right of the navigation bar.
3. Quick Find App Manager.
4. Find the Lightning app you want to manage, click the right drop-down, and click Edit.
5. Go to Navigation Items.
6. From the Available Items section, select Demandbase Sales Intelligence and add it to the Selected Items section.
7. Click Save.

Salesforce Classic

1. Log in to Salesforce as an Admin user.
2. Click the plus icon at the top tab bar.
3. From the All Tabs page, click Customize My Tabs.
4. From the Available Tabs section, select Demandbase Sales Intelligence and add it to the Selected Tabs section.
5. Click Save.