Integrating with SalesForce
From AgileApps Support Wiki
Display a Platform Element in a SalesForce Tab
Platform URLs can be copied from the browser address bar, and be displayed in a SalesForce tab.
Some elements you might want to display include:
- Dashboards
- Reports
- Custom Pages
- Setup
-
- In the User object, create a new field named sf_username.
(You can change the field label to be anything you want, but it must have that name.) - For each user who will take advantage of this capability, enter their SalesForce user name into that field.
(Typically, it is their email address, but it may not be.)
- In the User object, create a new field named sf_username.
- Before starting
-
- Go to the platform element you want to display
- Copy the URL from the browser address bar
- Go to Company Information and copy your Tenant ID
To add a platform element to a SalesForce tab:
- In SalesForce, go to Setup
- Open the Create section, and got to "Tabs".
- In the Web Tab section of that page, add or edit a tab.
- Go to the last part of that process (Step 3), where you specify a URL.
- Copy the following URL:
- https://{yourDomain}/networking/federatedLogin?sessionid={!API.Session_ID}&serverurl={!API.Partner_Server_URL_240}&cid=__Your Tenant ID__&done=__URL of Platform Page to Display__
- Substitute the values you obtained in the Setup steps (tenant ID and the URL of the page you want to display) for __Your Tenant ID__ and __URL of Platform Page to Display__
- Example
- https://{yourDomain}/networking/federatedLogin?sessionid={!API.Session_ID}&serverurl={!API.Partner_Server_URL_240}&cid=1234567&done=https://{yourDomain}/networking/dashboard/c116c1c410e94ad581849a4af4983de6
- Note
- {!API.Session_ID} and !API.Partner_Server_URL_240 are SalesForce variables. Values are substituted for them when SalesForce executes the URL