Sunday, May 4, 2014
How to Create a Google Mail Tab in Salesforce
1. Sign into Salesforce.
2. Click your name in the top right corner and select 'Setup.'
3. Click 'Create' under 'App Setup' to expand the menu options. Click Tabs.
4. Click the 'New' button next to Web Tabs.
5. Select whether you want Gmail to fill the entire screen horizontally or if you want to keep the Salesforce sidebar to the left of Gmail.
6. Type 'Gmail' in the Tab Label box. Hit 'Tab' to automatically fill in the Tab Name box.
7. Click the magnifying glass next to 'Tab Style' to select a custom color and icon for your tab.
8. Click the 'Next' button.
9. Type 'http://gmail.com' in the text box.
10. Click 'Next.'
11. Click 'Save.' You now have a Gmail tab in Salesforce.
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