Before we get started, choose what Salesforce view is your preferable tool.
Classic view
In order to improve the workflow and access the full range of possibilities, the ARPEDIO Matrix app can be set as visible in the App Menu. Alternatively you can assign the ARPEDIO tabs ("Matrix heat map" and "Matrix templates") to another app.
To make Matrix app visible in the app menu follow these instructions:
Go to Setup > Manage Users > Profiles.
Choose the user(s) to add the ARPEDIO Matrix app to.
Check the ARPEDIO Matrix app as visible and click save.
Check the ARPEDIO Matrix app as visible and click save.Lightning view
In order to improve the workflow and access the full range of possibilities, the ARPEDIO Matrix app can be set as visible in the App Menu. Alternatively you can assign the ARPEDIO tabs ("Matrix heat map" and "Matrix templates") to another app.
To make Matrix app visible in the app menu follow these instructions:
Go to Setup > Manage Users > Profiles.
Choose the user(s) to add the ARPEDIO Matrix app to.
Check the ARPEDIO Matrix app as visible and click save.
Check the ARPEDIO Matrix app as visible and click save.
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