Difference between revisions of "Integrating with SalesForce"

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(Created page with "==Display a Platform Element in a SalesForce Tab== Platform elements all have Short URLs. Those URLs can be accessed using the figure-8 icon at the top of the page. They can …")
 
imported>Aeric
 
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==Display a Platform Element in a SalesForce Tab==
==Display a Platform Element in a SalesForce Tab==
Platform elements all have [[Short URLs]]. Those URLs can be accessed using the figure-8 icon at the top of the page. They can then be displayed within 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 <tt>sf_username</tt>.<br>(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.<br>(Typically, it is their email address, but it may not be.)
 
;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:
#:<tt>{{platformURL}}/federatedLogin?sessionid={!API.Session_ID}&serverurl={!API.Partner_Server_URL_240}&cid=</tt>__''Your Tenant ID''__<tt>&done=</tt>__''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:
:<tt>{{platformURL}}/federatedLogin?sessionid={!API.Session_ID}&serverurl={!API.Partner_Server_URL_240}&cid=1234567&done={{platformURL}}/dashboard/c116c1c410e94ad581849a4af4983de6</tt>
 
;Note:
:<tt>{!API.Session_ID}</tt> and <tt>!API.Partner_Server_URL_240</tt> are SalesForce variables. Values are substituted for them when SalesForce executes the URL

Latest revision as of 22:30, 25 June 2013

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.)
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:

  1. In SalesForce, go to Setup
  2. Open the Create section, and got to "Tabs".
  3. In the Web Tab section of that page, add or edit a tab.
  4. Go to the last part of that process (Step 3), where you specify a URL.
  5. 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__
  6. 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