You are here

Adding the Alfresco tab to Salesforce

Once you've installed Alfresco for Salesforce you need to add the Alfresco tab to your Salesforce toolbar.
Note: The Alfresco tab is only used for configuring Alfresco for Salesforce. It isn't used by end users.
  1. Click the + icon on your Salesforce toolbar.
  2. Click Customize My Tabs.
  3. Click Alfresco in the Available Tabs column then click the Add arrow to add it to the Selected Tabs.
  4. Click Save.

    The Alfresco tab now shows on your Salesforce toolbar.

This video shows you how to add the Alfresco tab to Salesforce.

Sending feedback to the Alfresco documentation team

You don't appear to have JavaScript enabled in your browser. With JavaScript enabled, you can provide feedback to us using our simple form. Here are some instructions on how to enable JavaScript in your web browser.