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Creating the Campaign Builder tab

  1. Navigate to Setup and search for Tabs.
  2. In the "Visualforce Tabs" section, select New.

visualforce tabs screen

  1. There are three steps to create the new New Visualforce Tab:
    1. Define a New VisualForce Tab:

Select Visualforce tab

  1. In the Visualforce Page picklist, select XBuilder Email [TargetX_Email__XBuilder_Email].
  2. Enter the Tab Label as Campaign Builder (tab name will auto-populate but can be changed).
  3. Select any Tab Style
  4. Click on the magnifying glass, and choose any.
  5. Click Next.

b. Add to Profiles:

  1. In the Add to Profiles step, select only the Profiles that will need access to this tab. 
  2. ​Select Next

Notes: 

  • TargetX recommends only provisioning access to the TargetX Builder tab and Group Assignments for administrators or power users needing access to build or manage Group Assignments.  For users who should not have access to TargetX Builder, select the “Tab Hidden” option for the appropriate profile. 
  • If the “Apply one tab visibility to all profiles” radio button is marked, you will not be able to individually set visibility on the profiles.
  1. Uncheck Custom Apps:
    1. In the Add to Custom Apps step, you can uncheck the “Include Tab” box to automatically uncheck all apps,  and then re add to apps as desired. 

Add to Custom Apps options

 

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