Step 6: Add Engagio as a tab in Salesforce
❗ You must be admin, or have sufficient admin privileges to create tabs
❗ Adding Engagio as a tab in Salesforce Lightning Experience is documented below
Salesforce Classic Experience
Step 1: Get to the SFDC Setup screen
Step 2: Enter Tabs in the Quick Find box, then select Tabs.
Step 3: Click New in the Web Tabs related list.
Step 4: Choose Full page width as the layout for the new tab, then click Next
Step 5: Set up the label
Choose tab type = URL,
Label = Engagio,
Tab Name = Engagio,
Tab Style can be any of the default styles, or you can create a custom style.
Frame height should be 600 pixels.
Step 6: Enter "https://app.engagio.com/o/a" as the Link URL
You can leave the other sections blank.
Step 7: Assign User Profiles and Custom App Visibility
Configure what user profiles can see Engagio as a tab, you shouldn't need to adjust the custom apps beyond the default unless you really want to.
Step 8: Enjoy Engagio in Salesforce
Salesforce Lighting Experience
Step 1: Add Engagio as a Web Tab
Skip if you followed the steps above for Salesforce Classic
1) Quick-find "Tab", then select "Tabs" from the menu
2) Follow steps 3 through 7 in the classic experience setup above to set up your web tab.
Step 2: Make sure it's available in the "Apps" you want
The last step when creating a web tab is to add it to the apps you'd like.
If you do not add it to the "Marketing" and "Sales" applications, it will not show up for users to click on.
In Lightning, you're always using an "App", no matter what. This operates differently in Lightning than it does in the Classic experience.
How to explicitly add the Engagio web tab to an application
1) Search for "App Manager" in the Setup screen, click on it.
2) Find the name of the "app" you want to add it to, the name can be found here:
3) Make sure your App is showing up in Lighting, then click "Edit"
4) Add your Web Tab to the application
Click the "Add" arrow to get your Engagio tab added to the application, move it up or down as desired
If it's a Lightning App, the screen will look like this:
The End Result
It should look something like this when all is said and done.
Having trouble? Just let us know!