Skip to main content
All CollectionsIntegrations and APIIntegrations
Salesforce: Embedding Kluster In SFDC
Salesforce: Embedding Kluster In SFDC

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

Updated in the last hour

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'
    ​

  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.

Did this answer your question?