OneUp can now sit neatly inside Salesforce so that your consultants no longer need to jump between systems to check their Dashboards.
Adding the OneUp Sales tab
Open the Setup page by clicking on the Settings icon in the top right.
2. Search for Tabs in the Quick Find search box
3. Find the Web Tabs section and click New
4. Select the full page width option in Step 1. Click Next.
5. Apply the following settings in Step 2:
Tab type: URL
Tab label: OneUp Sales
Tab name: OneUp_Sales (this will automatically populate)
Tab style: Click the box and select the tab style you would like
Content frame height (pixels): 900
6. In step 3, enter the following in the Button or Link URL box, replacing yourdomainhere with your OneUp Sales instance name(if you're not sure what this is, access your Dashboard and check the URL of the webpage)
7. In Step 4, select the profiles that should have access to the OneUp Sales tab.
8. In Step 5, select the custom apps that should have access to the OneUp Sales tab.
9. Click Save. The OneUp tab will now be available!
Troubleshooting ✨
If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.