Display the Tenfold Analytics Tab in Salesforce

Overview: This article provides a detailed walkthrough for embedding Analytics inside Salesforce.

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.

For more information, see this Salesforce resource for detailed instructions on how to integrate web tabs.

Modify your Tenfold Analytics tab settings

  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 guide

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

  11. Click Save.