Installing the InsightSquared tab in the Salesforce Lightning Experience

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You can access every report in InsightSquared without leaving Salesforce with the InsightSquared tab.

Follow this link to install the InsightSquared Salesforce Package 

Note: If you are using Salesforce Classic, please refer to the instructions here.

Step 1: Add the Package

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When prompted, select which users have access to the tab. We recommend granting access to all users.

Step 2: Complete Installation

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After the package finishes installing, click Done.

Step 3: Create a New Navigation Menu

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From the Setup menu, go to Apps > Navigation Menus, or type "Navigation" in the Quick Find Bar and click on the result. On the top right of the page, click New.

Step 4: Name the Navigation Menu

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In the modal that appears, give this new Navigation Menu a name, e.g. "InsightSquared." Once you fill in the Name, the Developer Name should autocomplete. You can leave the Description field blank. Once you're ready, click Next.

Step 5: Select Navigation Menu Items

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Drag the items you want to have accessible from the Lightning sidebar from left to right. Be sure to include the InsightSquared item. When you're ready, click Next.

Step 6: Select Navigation Menu Profiles

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Drag the profiles that you want to have access to this navigation menu from left to right. If this is the first Navigation Menu you're making, it will become the new default for each profile you add. When you're done, click Save & Finish.

Step 7: Finish Up

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Refresh your browser. InsightSquared is now available in your sidebar. Happy analyzing!

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