Adding Clari or Copilot as a Tab in Salesforce Lightning

Overview

Clari and Copilot 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 or Copilot Tab in Salesforce (Admin)

1. Go to Settings > Setup

2. Type Tabs in the Quick Find box and select Tabs. From Web Tabs, select New.
 

3. Next, select Full page width for the Tab layout. Click Next.
 

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

5. Enter the URL details as you see them in the screenshot below. (If you want to add Copilot, then change the URL to https://copilot.clari.com). 

Then, click Next. 

6. Select which Profiles you want to add to the new Tab, and then click Next.

7. On the right side, select the custom apps you want to add the tab to, and then click Save.

8. Finally—view your Tab!
 

Adding a Clari Tab in Salesforce (End Users)

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.

 

Your Salesforce Admins define which default items are available in an app’s navigation bar, but you can change certain parts of the user interface on your own. You can add items to the navigation bar, and rename or remove the items you add. Check out Salesforce's article on how to Personalize the Navigation Bar in the Lightning Experience for steps.