Difference between revisions of "Integrating with SalesForce"

Latest revision as of 22:30, 25 June 2013

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:

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

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

@@ Line 1: / Line 1: @@
 ==Display a Platform Element in a SalesForce Tab==
-Platform elements all have [[Short URL]]s. Those URLs, accessed using the "figure-8" icon  [[File:CopyShortURL.png]] at the top of the page, 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:
@@ Line 8: / Line 8: @@
 ;Setup:
-:* In the [[User]] object, create a new field named <tt>sf_username</tt>.
+:* 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.)
-:: (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.)
-:* 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, and copy its [[Short URL]]
+:* 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