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Web Tab Setup

You can set up Unaric Reports as a web tab within Salesforce.

Create new tab

In Salesforce Lightning, go to Setup > User Interface > Tabs. Select New.

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In Salesforce Classic, go to Setup > Create > Tabs. Select New.

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Choose tab layout

For a better experience, full page width is the preferred layout.

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Define content and display properties

Enter a Tab Label, Tab Name, and a Tab Style. Content Frame Height can be changed based on user preference, but a safe pixel height is 1000.

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Enter the URL details

Paste the following link in the URL input box:

https://reportbuilder.cloud4j.com/webtab/login?apiSessionId={!API.Session_ID}&apiPartnerServerUrl={!API.Partner_Server_URL_340}&userId={!User.Id}&organizationId={!Organization.Id}

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Add to profiles

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Add to custom apps

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