Integrating with SalesForce

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:

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