Creating New XC Tabs in Salesforce
Custom Tabs
- Go to Salesforce > Build > Create > Tabs
- Under "Custom Object Tabs" click "New"
Step 1: Enter the Details:
- In the drop down menu select:
Object: **select the tab you would like to create**
Tab Style: Your choice of icon - Click Next to continue
Step 2: Add to Profiles
- Click Next > Under the option "Apply one tab visibility to all profiles " select "Tab Hidden"
- Change the toggle to "Apply a different tab visibility for each profile"
- Find the profile the user you are impersonating is using.
NOTE: In order to even add this tab, when impersonating, you have to be using the System Administrator's profile. Double-check though.
4. Click Next to continue
Step 3: Add to Custom Apps
- Un-select "Include Tabs" all option > select only Xactly Express
- Click Save to finalize tab.
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