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david_rogers
david_rogers
Contributor ⭐️
June 16, 2016

Renaming Tabs in Gainsight

  • June 16, 2016
  • 3 replies
  • 11 views
I've heard multiple customer requests to rename their tabs in Gainsight.  For example, rather than the tab being labeled "Gainsight" it would be their company name.  While it's not possible to directly edit tab names on a managed package like Gainsight, below a workaround that you may consider.  

To customize the names on Gainsight tabs:
  1. Go to Setup > Tabs > Visualforce Tabs > New
  2. In the dropdown "Visualforce Page" select the page that you would like to target (The Gainsight tab is named "HomePage [JBCXM_HomePage]"
  3. Name your new tab, select a tab style, press next
  4. Select the layouts to add it to, Save
  5. Now, you can click the + on your menu bar, then "customize my tabs" to add it, remove other tabs, and reorganize your tab order.

      3 replies

      elaine_cleary
      elaine_cleary
      Helper ⭐️⭐️
      August 23, 2017
      Could someone let me know if these instructions are still valid to share with a customer that wants to rename Cockpit? 
      smorrisgainsightcom
      smorrisgainsightcom
      Helper ⭐️⭐️⭐️
      August 23, 2017
      Hey Elaine these instructions will still work.  Let me know if you need any help identifying which VisualForce page to add into the tab.
      smorrisgainsightcom
      smorrisgainsightcom
      Helper ⭐️⭐️⭐️
      August 24, 2017
      Just to followup on this.  For Cockpit, you can reference the VF Page called JBCXM__Workflow which will direct you to the Cockpit section.  I'll work on getting a few commonly used tabs listed here with their respective VF pages.
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