Adding Clari as a Tab in Salesforce Classic

Overview

Clari can easily be added as a tab in Salesforce by following the instructions below. Please note that there are some restrictions regarding which browsers are supported: Salesforce Classic and Lightning are supported in the latest versions of Google Chrome, Firefox, and Safari.
 

Adding a Clari Tab in Salesforce (Admin)

First, login to Salesforce — you must be an administrator to add a new tab. Then, Go to Setup (1)
 

Next, under Create, select Tabs.
 

Then, In the Web Tabs section, select New.
 

Next, select Full page width for the Tab layout, and then click Next.
 

Define the Tab Content Definition as you see them in the screenshot. Then, click Next.
 

Enter the URL details as you see them in the screenshot. Then, click Next.
 

Choose which Profiles to add the new Tab to, and then click Next.
 

Select which custom apps you want to add the tab to, and then click Next.

Lastly, view your Tab!
 

Adding a Clari Tab in Salesforce (End Users)

Login to Salesforce.com and select the “+” symbol to the right of your tabs.

Select “Customize My Tabs.”
 

Select “Clari” → Click on “Add” → Optionally reorder tabs → Click the “Save” button.
 

Navigate to the Clari tab and log in using your Clari credentials.  If your organization has a Single Sign On (SSO) provider, and you are an SSO-enabled user, then you will be required to log in to app.clari.com only one time before your Clari tab in Salesforce will load seamlessly.