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🧩 Salesforce: Add a Salesforce Tab to List All AskNicely Response Records

Jomar
Updated

When you integrate AskNicely with Salesforce, an AskNicely Response custom object is added to your Salesforce organization. Each time a customer completes a survey, AskNicely creates a new AskNicely Response record.

This article explains how to create a dedicated tab in Salesforce to view all AskNicely Response records in one place.

⚡ For Lightning Experience

  1. Go to Setup in Salesforce.

  2. Navigate to:
    PLATFORM TOOLS > User Interface > Tabs

  3. Add a New Custom Object Tab for the object:
    AskNicely Response

  4. Then go to:
    PLATFORM TOOLS > Apps > App Manager

  5. Locate and click Edit next to your app (e.g. LightningSales).

  6. On the SELECT ITEMS tab:

    • Move AskNicely from Available Items to Selected Items

🕰️ For Salesforce Classic

  1. Go to Setup.

  2. Navigate to:
    Build > Create > Tabs

  3. Add a New Custom Object Tab for the object:
    AskNicely Response

  4. In your Salesforce interface, click the “+” icon in the top tab bar.

  5. Click Customize My Tabs

  6. Move AskNicely from Available Tabs to Selected Tabs

🙋 Need Help?

Have questions or need a hand with setup? Reach out to our friendly Support Team at support@asknice.ly — we're here to help!