Popping tabs with a flow in Salesforce

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 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 Flow drawing tool.
  2. We will create a new page layout. Let’s call it Popping tabs.
  3. From the Content section in the sidebar, drag a Hidden component into Main Container.

    This opens a configuration panel.
  4. Copy-paste URL to be popped in the Name field.
  5. In the State section, the Save the whole section option should be checked. Click Select or create a new Value.
  6. Click Create a new Value.
  7. In the Name field, enter URL to pop.
  8. Select String in the What kind of value is this? option.
  9. Enter the URL of the site you want to pop in the Default Value field. For example, if you wanted to pop the Dell Boomi website, you would enter https://boomi.com/ 
  10. Click Save.
  11. When you pop the website, you have the option of making 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. Let’s try this! Click New Attribute.
  12. 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. (Note: Both the key and the value begin with lower-cases.)

    Click Apply Attribute.
  13. Click Save Component.
  14. Click the Save icon the right-hand-side navigation to save the page.

Note the Flow ID of the flow where you are using the page layout.

Appchievement!

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


Check out the glossary for a definition of terms and key concepts that appear in the Boomi Flow website, drawing tool, technical documentation, blogs, and marketing communications.

If you need to take a closer look, click on the images to enlarge them. Have a question? Click the Help button on the bottom right-hand corner of this page to ask.