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Deal Insights in Salesforce App
Written by Daniel Wilson
Updated over a week ago

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

  1. In the Salesforce Lightning Experience, click on the gear icon (โš™๏ธ) in the top right corner.

  2. Select "Setup" from the dropdown menu.

  3. In the Quick Find box on the left, type "App Manager."

  4. Click on "App Manager" under the App Settings.

Step 2: Choose the App

  1. In the App Manager, you will see a list of all the apps in your Salesforce instance.

  2. Find the app to which you want to add the deal insights tab.

  3. Click the dropdown arrow next to the app name.

  4. Select "Edit" from the dropdown menu.

Step 3: Add a Tab

  1. In the App Settings, navigate to the "Navigation Items" section.

  2. Click "Add Item."

  3. You will see a list of available tabs (standard and custom objects, Lightning pages, Visualforce pages, etc.).

  4. Select the Jiminny deals tab you want to add. You can use the search bar to quickly find the tab.

  5. Click the "Add" button.

Step 4: Arrange the Tabs

  1. After adding the tab, you can arrange the order of the tabs by dragging them up or down in the list.

  2. Ensure the tabs are in the order that makes sense for your users.

Step 5: Save and Assign the App

  1. Once you are satisfied with the tab arrangement, click "Save" at the bottom of the page.

Step 6: Confirm

  1. 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.

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