The below steps will ensure ExecVision is installed within your Salesforce instance as a VisualForce tab. This means your company won’t need to leave Salesforce in order to access business-critical recordings.
Navigate to the following Install URL:
To install within a Sandbox instance of Salesforce, use the following URL:
Select ‘Rename conflicting components in package.’ AND ‘Install for All Users’ as the options.
Once the install is complete, go to the setup menu, and on the left side, navigate to Build > Create > Apps. This can also be found if you search “Apps” in the Quick Find box.
Select ‘Edit’ next to the ‘Apps’ primarily used in your organization. This can be found by looking at the top right of any Salesforce page, and finding the “App” that is in the blue box with a down arrow next to it.
Select ‘ExecVision’ from the left column, then click the right arrow & check the box below
ExecVision will now appear as a Tab option for all users.
Add the Tab to your customized display by clicking the “+” to the right of Tabs bar, and then click “Customize my Tabs.” You can then bring ExecVision to the right (selected tabs) list by selecting ExecVision from the left side, clicking the Add arrow, and then clicking Save.