There are tabs that do not show up by default in Salesforce. Resolution You can add a tab by clicking on the + tab and then clicking on the Customize My Tabs button. From there you can select the tab you want to add from the 'Available Tabs' column and move it to the Selected Tabs' column.
Why are there no tabs in the Salesforce CRM content app?
If Salesforce CRM Content is enabled for your organization but an administrator has not selected theSalesforce CRM Content User checkbox on the user detail page, the Salesforce CRM Content app has no tabs. The tabs display when the Salesforce CRM Content User checkbox is selected.
How do I enable tab visibility in Salesforce?
Alternatively, select Apply a different tab visibility for each profile and choose Default On, Default Off, or Tab Hidden from the drop-down list for each profile. For Professional Edition users and Salesforce Platform One license users, tab visibility is automatically set to Default On.
How do I create a property record in Salesforce?
Let’s create a property record to see what you did. From the App Launcher at the top of the page, select Sales. Click the Properties tab in the navigation bar. If you don’t see it, look under the More drop-down. Click New in the top corner.
How do I find tabs that use a specific style?
Click the Tab Style lookup icon to display the Tab Style Selector. If a tab style is already in use, a number enclosed in brackets [] appears next to the tab style name. Hover your mouse over the style name to view the tabs that use the style.
How do I access Salesforce analytics?
In Salesforce Setup, enter Analytics in the QuickFind (search) field, then click Getting Started. Click Enable Analytics.
How do I add analytics tab in Salesforce lightning?
Repro In Classic, go to Setup | Create | Apps and create a new App. Select Custom app as the Type. Add the Analytics tab to the Selected Tabs. Assign this app to the System admin profile and click on Create/Save.More items...•
How do I access analytics studio in Salesforce?
Go to Analytics Studio in Salesforce by selecting the App Launcher at upper left, then clicking the Analytics Studio tile. Click All Items in the left-hand column. This takes you to all your Analytics assets—app, dashboards, datasets, and lenses. You can see tabs for each of them along the top.
How do I enable analytics studio in Salesforce?
Go to Salesforce Setup and enter Analytics in the Quick Find / Search field.Select Getting Started.Click Enable CRM Analytics.
How do I open Analytics studio?
To start in the CRM Analytics Studio, from the App Launcher, find and open CRM Analytics Studio. To start in the Analytics tab, find and open the Analytics item. Each environment allows easy movement to the other.
How do I open Einstein Analytics in Salesforce?
Users can access Einstein Analytics via the Analytics tab or via the Analytics Studio app (from the App Launcher). But first, users need the license! Users' permissions are defined on their Salesforce user record, granted via a Salesforce permission set.
What is Salesforce Analytics studio?
The two main components of Einstein Analytics are the Analytics Studio, where you can build your Dashboards and explore datasets via Lenses, and the Data Manager, where you can load, prepare and transform your data from both Salesforce and external applications to eventually register everything in reusable datasets.
What is Analytics in Salesforce?
Salesforce Wave Analytics, also called Analytics Cloud, is a business intelligence (BI) platform from Salesforce.com that is optimized for mobile access and data visualization. The Wave mobile app allows users to work with large data files and create graphs, charts and other pictorial representations of data from them.
What is sales Analytics in Salesforce?
Sales Analytics brings the power of Analytics to Sales Cloud on any device that supports Analytics. With intuitive visualizations based on your Salesforce data, Sales Analytics lets you move from insight to action quickly and helps you turn data into smarter sales.
How do I enable Einstein Analytics in Salesforce Sandbox?
ConfigurationEnabling Einstein Analytics requires additional paid licenses. ... To run the sandbox functionality test you must activate the product in a production environment and then refresh the sandboxes.To activate Einstein Analytics you have to go to: Setup | Einstein Analytics | Getting Started | Enable Analytics.
How much does Einstein Analytics cost?
$150per user per monthSalesforce CRM Analytics (formerly Tableau CRM) PricingNamePriceFeaturesEinstein Analytics Platform$150per user per monthbilled annually
How do I set up Einstein Salesforce?
Enable Einstein Account InsightsMake sure users have access to the Name , Title , and Type fields on the Account object.From Setup, in the Quick Find box, enter Assisted Setup and then select Assisted Setup under Einstein Sales.If it's your first time visiting the setup page, click Get Started.More items...