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Salesforce [Embedding a Tab]
Salesforce [Embedding a Tab]

A guide to embedding Kluster as a tab within your Salesforce instance.

Updated this week

To set up Kluster as a custom tab within Salesforce, follow the below steps:

  1. Within Salesforce, navigate to 'Setup'

  2. Under the setup menu, go to 'User Interface' and then 'Tabs'
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  3. Here you will be able to setup a custom Web Tab

  4. Follow the instructions to setup a web tab, ensuring the 'Tab Type' is set to URL and then use the usual Kluster URL https://app.kluster.com/

Once created, you should be able to access the new web tab and login to Kluster from within Salesforce.

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