Step 1: Create your grids from the Grid Wizard landing page
Step 2: Create a managed tabbed page. This page is where you will set up the grid tabs that will appear in your workspace
- Click the Grid Wizard
- Click “Managed Tabbed Pages
- Click ‘new’ to create a new tabbed page
- Enter a title for the page.
- Keep ‘global buttons’ & ‘Salesforce header’ checked
- Click ‘add tab’ and select each individual grid from the ‘content’ dropdown menu. These grids will appear as a tab on the page in the order that you select them here.
- Click ‘save’
Step 3: Create a Salesforce Visualforce Tab for this page
- Click ‘Setup’
- Search for ‘tabs’ and click ‘Tabs’
- Scroll to the ‘Visualforce Tabs’ section and click ‘New’
- Under ‘Visualforce page’ pick the tabbed page that you just created
- Type the tab label that you want on your tab
- Click on the Tab Style and pick the style you’d like this tab to have.
- Click ‘next’ and choose what profiles will see this tab (default is all)
- Click ‘next’ and choose what custom apps will have this tab available (default is all)
- Click ‘save’ to create your tab
Step 3: Add the tab to your current workspace
- Click the App Launcher and search for your new tab by typing the name or looking for it under All Items
- Click your tab and it will appear at the end of your current workspace
- Click the pencil icon to reorder your tabs so that your new tab is not at the end
Step 4: Give profiles access to this new tab
- Navigate to Salesforce Setup
- In the Quick find box, search for ‘Profiles’ and select it
- Select the Profile assigned to the user you want to grant access to, for example ‘Custom-Sales’
- In the Profile Overview page, select "Visualforce Page Access" under Apps
- Click on ‘Edit’
- Move the ‘GBTabs Visualforce’ page from the ‘Available Visualforce pages’ section to the ‘Enabled Visualforce pages’ section
- Click ‘Save’
- Note on step 5:
- Every time you create a tabbed page, GridBuddy automatically generates a VisualForce page in the backend with a ‘GBTabs_tabbedpagename’ label
- Users who are accessing this tabbed grid must be manually granted access to the VisualForce page
- Follow the above procedure to enable the VisualForce page on any user profile