This guide will provide instructions on using the
Step 1: Click on Setup
(Note: You will need to be in Classic Mode to access these settings.)
Tip 💡: Have the Salesforce user with administrator controls set this up for all users.
Step 2: Click on Create
Step 3: Click on Tabs
Step 4: Under Web Tabs click on the New button
Step 5: Choose the layout (Continu looks the best in full page width 😊 ). Click the Next button
Name the Tab
Step 7: Choose a Tab Style
Step 8: Add a Description
Step 9: Click the Next button to continue
Step 10: Enter the URL for the Continu platform
(Note: Use the URL as it appears after log in)
Step 11: Click the Next button to continue
Step 12: Allow for all Salesforce users to view the Continu tab or customize these settings here. When done, click the Next button to continue
Step 13: Customize the visibility of the tab. Click the Save button to continue
Step 14: The new Continu tab will now appear at the top of the page
