Popping tabs with a flow in Salesforce

Content under development

Salesforce pages are displayed as primary tabs and subtabs in the Salesforce console. The primary tab is where the main work happens – for example, it shows an account or a case. A subtab shows items related to the contents of the primary tab – for example, an account’s contacts, or a related knowledge base article. You can display Visualforce pages, or a website as a tab. You can also embed a ManyWho flow in the tabs.

Popping tags lets you display all the relevant information to your agent in one dashboard. Agents can also pop out and drag tabs to different locations on their computer screen, giving them the ability to arrange tab views in a convenient display.

To be able to use tabs, multi-monitor components needs to be turned on in Salesforce. The browser’s settings must be configured to allow popup windows, and to open links in windows (not tabs). You can only pop out primary tabs.


Popping a website

Before you can pop a website in a tab in Salesforce,

  1. In the Administer section, click Security Controls to expand the menu.
  2. Click Remote Site Settings.
  3. Click New Remote Site.
  4. Enter the name and URL of the remote site. (Example: ManyWho, https://manywho.com/) The site name can only contain underscores and alphanumeric characters, and not include spaces.
  5. Click Save.

In all of the above situations

  1. Click LOG IN to login to the ManyWho Drawing Tool.
  2. Click Pages to open the Page Layouts tab.
  3.  Click New Page Layout. This opens a new tab called New Page.
  4. Click the gears icon on the right-hand-side. This opens the Settings screen for the page. Write Popping Tabs in the Name and Label fields and click Save.
  5. Click the Save icon the right-hand-side navigation to save the page.

    The page name changes to Popping Tabs.
  6. From the Content section in the sidebar, drag a Hidden component into Main container.
  7. Type URL to be popped in the Name field.
  8. In the State section, the Save the whole section option should be checked.
  9. Click Select or create a new Value.
  10. Click Create a new Value.
  11. In the Name field, enter URL to pop.
  12. Select String in the What kind of value is this? option.
  13. Enter the URL of the site you want to pop in the Default Value field and click Save. For example, if you wanted to pop the ManyWho website, you would enter https://manywho.com/
  14. When you pop the website, you can make it active (or not) by adding an attribute. The attribute is a key-value fair that assigns the value true or false, to the key active. (Note: Both the key and the value begin with lower-cases.) Click New Attribute.
  15. Enter active in the The key for the Attribute field and true in the The value for the Attribute field. If you do not want the site to be active, enter false in the value field.
  16. Click Save Component.
  17. Click the Save icon the right-hand-side navigation to save the page.
  18. Click the Popping tabs – demo tab to go back to the canvas.
  19. Click Save Page. This is what the canvas looks like now:
  20. Hover your mouse on Start. The mouse pointer changes from a crossbar to a hand.
  21. Drag an arrow from Start to Popping tabs.
  22. In the Configuration Panel, type Go in the Name text field, and click Save Outcome.

    This creates an outcome from Start to Popping Tabs. The flow is now ready.
  23. Click the Publish icon on the right-hand-side menu. This opens the Publish Flow dialog box.
  24. Click Publish to publish the flow.

    Note your Flow ID. You will use this Flow ID when working with console components to pop the site in Salesforce.


Appchievement!

Embed the flow in a console tab. You can find detailed procedures on how to here.