We are please to introduce deal insights direct via the Salesforce app - Heres how to set it up so that your team can see the deal insights tab.
Step 1: Access the App Manager
In the Salesforce Lightning Experience, click on the gear icon (⚙️) in the top right corner.
Select "Setup" from the dropdown menu.
In the Quick Find box on the left, type "App Manager."
Click on "App Manager" under the App Settings.
Step 2: Choose the App
In the App Manager, you will see a list of all the apps in your Salesforce instance.
Find the app to which you want to add the deal insights tab.
Click the dropdown arrow next to the app name.
Select "Edit" from the dropdown menu.
Step 3: Add a Tab
In the App Settings, navigate to the "Navigation Items" section.
Click "Add Item."
You will see a list of available tabs (standard and custom objects, Lightning pages, Visualforce pages, etc.).
Select the Jiminny deals tab you want to add. You can use the search bar to quickly find the tab.
Click the "Add" button.
Step 4: Arrange the Tabs
After adding the tab, you can arrange the order of the tabs by dragging them up or down in the list.
Ensure the tabs are in the order that makes sense for your users.
Step 5: Save and Assign the App
Once you are satisfied with the tab arrangement, click "Save" at the bottom of the page.
Step 6: Confirm
Once you have made the changes and saved the app with the new deal insights tab, brows to the app on the salesforce home screen and ensure the tab is showing.
Resolving Login Issues on the Jiminny Deals Page in Salesforce
If you're experiencing login issues when accessing the Jiminny Deals page in the Salesforce app, it may be due to third-party cookie restrictions in Google Chrome. Follow these steps to allow the Salesforce and Jiminny domains as trusted third-party cookies:
Open Chrome Settings:
Go to
chrome://settings/cookiesor select Menu > Privacy and security > Third-party cookies.
Allow Salesforce and Jiminny Domains:
In the Allowed to use third-party cookies section, click the Add button.
Enter your Salesforce domain and Jiminny's domain to allow them as trusted third-party sites.
Confirm and Reload:
Once the domains are added, refresh the Salesforce app and try accessing the Jiminny Deals page again.
Adding these domains to Chrome's cookie allowlist should resolve login access issues by enabling the necessary third-party cookies.
*replace yourcompanyname with your Salesforce mydomain