Difference between revisions of "Integrating with SalesForce"
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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 URL]]s. Those URLs | 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. | ||
Some elements you might want to display include: | |||
:* Dashboards | |||
:* Reports | |||
:* Custom Pages | |||
;Requirements: | |||
:* | |||
;Setup: | |||
:* Go to the platform element you want to display, and copy its [[Short URL]] | |||
:* 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 | |||
Revision as of 20:39, 30 March 2012
Display a Platform Element in a SalesForce Tab
Platform elements all have Short URLs. 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.
Some elements you might want to display include:
- Dashboards
- Reports
- Custom Pages
- Requirements
-
- Setup
-
- Go to the platform element you want to display, and copy its Short URL
- 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