Enter URLs in Remote Site Settings
Enter Visualforce Page URL
Step 1. Click the gear icon and select Setup.
Step 2. Enter text visualforce pages in the search bar and click Visualforce Pages.
Step 3. Click a Visualforce Page Label.
Step 4. Go to Version Settings and click Preview.
Step 5. Copy Visualforce Page URL as shown below.
Step 6. Enter text remote site settings in the search bar and click Remote Site Settings.
Step 7. Click PickListValuesVF.
Step 8. Click Edit.
Step 9. Paste copied URL in the Remote Site URL field and click Save.
Remote Site URL changes are saved to PickListValuesVF.
Enter Classic Page URL
Step 10. Click your user icon and select Switch to Salesforce Classic.
Step 11. Copy Classic Page URL as shown below.
Step 12. Go back to Remote Site Settings and click PickListValues.
Step 13. Click Edit.
Step 14. Paste copied URL in the Remote Site URL field and click Save.
Remote Site URL changes are saved to PickListValues.
Customize Growth Suite Tabs
Step 15. Open App Launcher.
Step 16. Enter text customize govcon suite tabs in the search bar and click Customize GovCon Suite Tabs in search results.
Step 17. Select a Record Type such as RFP, Stage such as Qualification, and click Go.
Tab view of an Opportunity record will be customized for the Record Type and Stage selected in this step.
Step 18. Drag & drop tab(s) from the Active to Inactive Tabs column or vice-versa and click Save.
Note that Active Tabs will be visible on Opportunity record pages whereas, Inactive Tabs will be removed from Tab view.
Tab Settings have been successfully saved message displays.
Step 19. Go to an Opportunity record using App Launcher and note that your customized Tab view is now visible.
Clone Customized Tab View
After you have completed all your tab view customizations for a selected Record Type and Stage, you can also clone the customized tab view to another Stage of the same Record Type, as shown in the steps below.
Note that in these steps:
Destination Stage is Needs Analysis into which tab view will be cloned.
Source Stage is Qualification from which tab view will be cloned into Needs Analysis.
Step 1. Go back to Customize GovCon Suite Tabs using App Launcher, select a destination Stage such as Needs Analysis, and click Go.
Step 2. Tab view of destination stage opens, click Clone.
Step 3. Select a source stage such as Qualification from which you want to clone the customized tab view and click Clone.
Tab Settings have been successfully cloned message displays and tab view is cloned into destination stage: Needs Analysis.
Clear Customized Tab View
Step 1. You can click the Clear Settings button to clear all tab view customizations that you have made.
Step 2. A confirmation message displays, click OK.
All Tab Settings have been cleared message displays.
