In Salesforce, you can create a custom tab of a component and then add it as a navigation item to a Lightning app. When you install the CX Cloud, Core Services for Salesforce Service Cloud and CX Cloud, Voice for Salesforce Service Cloud packages, the following custom components are available:

  • GC for SCV Settings
  • GC for SCV Schedule Callback
  • GC for SCV Queue Stats
  • GC for SCV Callback State

To create a custom tab in Salesforce:

  1. On the Setup Home page, search for Tabs in the Quick Find box and select Tabs.
  2. In the Lightning Component Tabs section, click New.
  3. Enter the following details for the Lightning component tab:
    •  Select the Lightning component from the list.
    •  Enter the tab label as appropriate.
    • Select a tab style to set a color scheme and an icon for the tab.
  4. Click Next.
  5. Select the user profile to whom the tab must be available by default.
    Note: Ensure that the tab is available for the administrator who sets up the contact center in Salesforce.
  6. Click Save.

Add the custom tab to the Lightning app

  1. On the Setup Home page, click the App Launcher icon.
  2. Search for the app in the Search apps and items box and click to open the app.
  3. In the app navigation menu, click Edit.
  4. In the Edit Contact Center App Navigation Items window, click Add More Items.
  5. In the Add Items window, search for the custom tabs that you had created and select them.
  6. Click Add 1 Nav Item.
  7. Click Save.

The Lightning component appears as a navigation menu item in the selected Lightning app.