Step 6: (Optional) Add Demandbase as a Tab in Salesforce

  • Updated

Context

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

Prerequisites

You must have Admin privileges within your Salesforce Environment to create tabs. 

Steps: Salesforce Lightning

  1. Log in to Salesforce as an Admin user.
  2. Click on Setup at the top right of the page.  
  3. In the left panel, navigate to Platform Tools > User Interface and click Tabs. 
  4. Go to Web Tabs > New.
  5. Choose Full page width as the layout for the new tab, then click Next.
    salesforce_tab_step_4.png
  6. Set up the label and click Next
    • Tab Type: URL
    • Tab Label: Demandbase
    • Tab Name: Demandbase
    • Tab Style: Can be any of the default styles, or you can create a custom style.
    • Frame Height: 600 pixels.
      salesforct_tab_step_5.png
  7. Enter https://web.demandbase.com/o/a in the Button or Link URL. You can leave the other sections blank. Click Next
    salesforce_tab_step_6.png
  8. Assign User Profiles and Custom App Visibility. Click Next
    • Configure what user profiles can see Demandbase as a tab. You do not need to adjust the custom apps beyond the default unless you want to.
  9. Add the Demandbase Tab to Custom Apps. 
    • If you do not add the Tab to Apps such as "Marketing" and "Sales", it will not be available to users assigned to those Apps. 
      Screen_Shot_2022-07-11_at_6.50.24_PM.png
  10. Click Save

Steps: Salesforce Classic

  1. Log in to Salesforce as an Admin user.
  2. Click on Setup at the top right of the page
  3. In the left panel, navigate to Build > Create and click Tabs
    salesforce_tab_step_2.png
  4. Go to Web Tabs > New.
  5. Choose Full page width as the layout for the new tab, then click Next.
    salesforce_tab_step_4.png
  6. Set up the label and click Next
    • Tab Type: URL
    • Tab Label: Demandbase
    • Tab Name: Demandbase
    • Tab Style: Can be any of the default styles, or you can create a custom style.
    • Frame Height: 600 pixels.
      salesforct_tab_step_5.png
  7. Enter https://web.demandbase.com/o/a in the Button or Link URL. You can leave the other sections blank. Click Next. 
    salesforce_tab_step_6.png
  8. Assign User Profiles and Custom App Visibility. 
    • Configure what user profiles can see Demandbase as a tab. You do not need to adjust the custom apps beyond the default unless you want to.
  9. Click Save

Outcome

You can access your Demandbase instance directly from a Salesforce tab. 

123.jpg

Troubleshooting

If you or one of your users sees a blank frame where the Demandbase tab should show, they may need to review their browser settings. Cross-site cookies are required to display the information. In Chrome, for example, one should go to Settings > Privacy and security > Cookies and other site data, then select "Allow all cookies". In Firefox, the "Enhanced Tracking Protection" should be set to Standard to allow the tab to load.

Was this article helpful?

1 out of 1 found this helpful