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Liaison

Creating the TargetX Builder tab

  1. Navigate to Setup and search for Tabs. 
  2. In the "Visualforce Tabs" section, select New.
  3. There are three steps to create the new New Visualforce Tab:
    1. Define a New VisualForce Tab:
      1. In the Visualforce Page picklist, select XBuilder [TargetX_Base__XBuilder].
      2. Enter the Tab Label as TargetX Builder (tab name will auto-populate, but can be changed).
      3. Select any Tab Style
      4. Click on magnifying glass, choose any.
      5. Click Next.
    2. Add to Profiles:
      1. In the Add to Profiles step, select only the Profiles that will need access to this tab. 

Notes: 

  • TargetX recommends only provisioning access to the TargetX Builder tab for administrators or power users.
  • 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. ​Select Next
  2. 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 window

  1. Select Save.

 

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