Application Tab

You can add ScreenMeet Live Sessions as a tab to any Salesforce application. Users will be able to review historical session data as well as create and schedule new sessions from the tab. This is an optional configuration.

1. Sign in as a System Administrator, then go to Setup.
2. Type "app manager" into Quick Find.
3. Click on App Manager from the search results.
4. Choose the app to which you will add the tab. For this example, we will use the "Service Console Lightning" app.
5. Click the options dropdown for the app you wish to edit and click edit.
   
6. Open Navigation Items from the menu on the left.
7. Find and select "ScreenMeet Live Sessions" in Available Items. Use the arrow to add it to Selected Items.
8. Click Save.
9. To add to a Classic App menu, click Edit for the Classic app from the app list.
10. Find and select "ScreenMeet Live Sessions" in Available Tabs. Use the arrow to add it to Selected Items.
11. Pick the profiles to which you wish the tab to be assigned below.
12. Click Save at the bottom of the page.

Next: Adding Relationships to Other Objects