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
  • 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__
{!API.Session_ID} and !API.Partner_Server_URL_240 are SalesForce variables. Values are substituted for them when SalesForce executes the URL