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English
  • Customer 360 for Salesforce Summer 2023
  • All Products

Table of Contents

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  1. Preface
  2. Installing Customer 360 for Salesforce
  3. Upgrading Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Appendix A: Glossary

Setup Guide

Setup Guide

Back Next

Adding the Custom Tab to the Customer 360 for Salesforce Application

Adding the Custom Tab to the
Customer 360 for Salesforce
 Application

You must add the custom tab that you created to the
Customer 360 for Salesforce
 application to access custom Lightning components.
  1. In Lightning Experience, click the quick access menu ( The image shows the quick access menu. ) and then click
    Setup Home
    .
    The
    Setup Home
     page appears.
  2. Under
    PLATFORM TOOLS
    , click
    Apps
    App Manager
    .
  3. In the
    MDM - Customer 360 for Salesforce
     row, click the downward arrow, and select
    Edit
    .
  4. From the list of available tabs, select the custom tab that you created and move it to the selected tabs.
  5. To enable the custom tab, select
    Overwrite Users' Personal Custom App Customizations
    .
  6. Click
    Save
    .
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