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Display Tenfold Analytics tab in Salesforce

Overview: This article provides a detailed walkthrough for embedding Analytics inside Salesforce. For a broader overview of instructions in other CRMs, please see this guide instead.

Web tabs in Salesforce

Salesforce supports integrating web tabs within the dashboard. This enables users to review metrics without having to navigate away from the application. Web tab support is available in both Salesforce Classic and Lightning Experience.

See this Salesforce resource for detailed instructions on how to integrate web tabs.

To use web tabs in Salesforce:

  1. Inside your Salesforce instance, navigate to Setup.

  2. Type “Tabs” in the Quick Find box, then select Tabs.

  3. Click New in the Web Tabs related list.

  4. Choose a layout configuration for the new tab.

    Note: The “full page” style spans the entire page and removes the sidebar. The “column” style allows users to keep the sidebar visible.

  5. Click Next.

  6. Enter a label to display on the tab.

  7. Click the Tab Style lookup icon to display the Tab Style Selector.

  8. Click a tab style to select the color scheme and icon for the custom tab.

  9. Enter the URL of the desired web tab. For Tenfold Analytics you will use:

    http://dashboard.tenfold.com/analytics?tv=true&chart=hour&interval=day&talktime=false&groupby=false

    Note: For additional information on customizing this URL, see this Tenfold guide.

  10. Select Append tab to users’ existing personal customization to apply the tab visibility settings to all users.

  11. Click Save.

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