Knowledge Base

Donor Management with Salesforce: Reorder Salesforce Tabs

Once you have installed and deployed your Click & Pledge App(s) within your Salesforce account, you may wish to add C&P tabs to your Salesforce tab display area. This is very easy to so. Just follow the instructions below:
 
  1. On your Salesforce tab toolbar select the '+' sign at the end of the tabs. You will then see all your tabs.
  2. Click on 'Customize My Tabs' button.
  3. Click on a tab from the 'Available Tabs' field that you wish to have added to your display tabs, then click the arrow under 'Add.' Repeat with other tabs.
  4. Once a tab is in the 'Selected Tabs' field you may select a tab then click 'Up' to move it into a higher position.
  5. Once you have added and moved your tabs, click 'Save' button.
 

Demonstration video:

 
 


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