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Hi,
I am trying to set my companies landing-page Dashboard to be displayed within a session. I want it to be attached to a session and not be a global tab purely from a UI perspective. Is this possible, or must sessions be associated with a control related to an entity, such as incident, account, etc.
Thanks,
Lucas
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Thank you Kyle and Neil, much appreciated!
Please review this post, here I describe how to use the CreateSession action to open a session contains a webpage. (rather than a CRM page.)
You can start sessions without being tied to an entity. I recommend leveraging the Create Session action of a window navigation rule setup to route the URL of your company's landing page to its own tab (the Target Tab on the rule).
The global manager also has a CreateSession action you can call anytime.
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