Salesforce Integration Guide

Transcription

1 Salesforce Integration Guide

2 Salesforce Integration Guide Document Publication Date: October 14, 2011 Copyright BroadVision, Inc., 1600 Seaport Boulevard, Suite 550, North Building, Redwood City, California 94063, U.S.A. All rights reserved. The software and accompanying written materials are protected by U.S. and International copyright law. Unauthorized copying of the software, including software that has been modified, merged, or included with other software, or other written material is expressly forbidden. This software is provided under the terms of a license between BroadVision and the recipient, and its use is subject to the terms of that license. Recipient may be held legally responsible for any copyright infringement that is caused or incurred by recipient s failure to abide by the terms of the license agreement. RESTRICTED RIGHTS LEGEND: Terms and Conditions Applicable to Federal Governmental End Users. BroadVision licenses products for ultimate end use by federal government agencies and other federal government customers ( federal government customers ) only under the following conditions. Software and technical data rights in these products include only those rights customarily provided to end use customers of Software as defined in the BroadVision Master Software License and Services Agreement and any exhibit thereto. This customary commercial license in technical data and software is provided in accordance with FAR (Technical Data) and (Computer Software) and, for Department of Defense purchases, DFAR (Technical Data - Commercial Items) and DFAR (Rights in Commercial Computer Software or Computer Software Documentation). If a federal government or other public sector customer has a need for rights not conveyed under these terms, it must negotiate with BroadVision to determine if there are acceptable terms for transferring such rights, and a mutually acceptable written agreement specifically conveying such rights must be executed by both parties. The product described in this manual may be protected by one or more U.S. and International patents. Certain applications of BroadVision One-To-One software are covered by U.S. patent 5,710,887. DISCLAIMER: BroadVision, Inc., makes no representations or warranties with respect to the contents or use of this publication. Further, BroadVision, Inc., reserves the right to revise this publication and to make changes in its contents at any time, without obligation to notify any person or entity of such revisions or changes. TRADEMARKS: BroadVision is a trademark or registered trademark of BroadVision, Inc., in the United States, the European Community, and in other countries. Clearvale is a trademark of BroadVision, Inc., in the United States and other countries. All other trademarks, service marks, and trade names belong to their respective owners. BroadVision, Inc., disclaims any proprietary interest in the marks and names of others. 2 BroadVision, Inc.

3 Contents 1 Integrating Salesforce into a Clearvale Network 5 Prerequisites... 5 Configuring the External Widget Server... 6 Installing the Salesforce Widgets Using the Salesforce Dashboard Widget... 7 Using the Salesforce Chart Widget... 9 Using the Salesforce Data Widget

4 Contents 4 BroadVision, Inc.

5 1 Integrating Salesforce into a Clearvale Network You can integrate Salesforce data directly into your Clearvale network. In particular, you can integrate the following: Salesforce dashboard Salesforce charts Salesforce data Salesforce integration with Clearvale is developed by BroadVision for use with Clearvale Enterprise networks. Prerequisites Salesforce prerequisites: Salesforce Enterprise Edition is required for the Salesforce Charts and Data widgets URL for Salesforce dashboard Salesforce login and password Salesforce security token Clearvale prerequisites: Your network must have the Install External Widget service enabled. Contact BroadVision if necessary. Your network must have the Clearvale API service enabled if you are using the Salesforce Data widget. Contact BroadVision if necessary. Your network administrator must install the Salesforce widgets into your network. Salesforce Integration Guide 5

6 Chapter 1 Integrating Salesforce into a Clearvale Network Configuring the External Widget Server Configuring the External Widget Server The Clearvale Salesforce widgets run on a widget server. You need to add this server as a trusted IP for your Salesforce installation. To add the widget server as a trusted IP for your Salesforce instance 1. Log into login.salesforce.com. 2. Go to Setup>Administration Setup>Security Controls>Network Access. 3. Add a new entry with as both the Start IP Address and End IP Address. Installing the Salesforce Widgets Install the Salesforce external widgets that you received from BroadVision on your Clearvale network. To install the Salesforce widgets for your network 1. Sign into your network as an administrator. 2. Select Admin>External Widgets>Manage Widgets. 3. Install the Salesforce widgets: a. Under Install Widget, click Browse. b. Navigate to one of the XML manifest files that you received from BroadVision. c. Click Install. d. Repeat Step a through Step c until all three Salesforce widgets are installed. 6 BroadVision, Inc.

7 Chapter 1 Integrating Salesforce into a Clearvale Network BroadVision provides three widgets that allow you to view and manages Salesforce data from within your Clearvale network. These widgets are: Dashboard Chart Data You can place these widgets only on your personal page (the My Page tab). Using the Salesforce Dashboard Widget The Salesforce Dashboard widget provides a snapshot of your Salesforce dashboard. Depending on how you have configured your dashboard, the look of this widget will vary. The following example shows a dashboard with a single chart so that you can display it inline in the widget. If you have a dashboard with a lot of charts, you can configure the widget to either show the chart in the widget, and Clearvale provides a scroll bar for viewing the entire dashboard. Or, you can choose to provide a link to a popup window that shows the entire dashboard. To place this widget in your network 1. Click the My Page tab. 2. Click Edit Layout. 3. Drag the Salesforce Dashboard widget into a column on your personal page. 4. Click Save. To configure this widget 1. Click Edit in the Salesforce Dashboard widget. Salesforce Integration Guide 7

8 Chapter 1 Integrating Salesforce into a Clearvale Network 2. Enter the following values: Field Widget Title Privacy: Who can see this? Online Privacy Dashboard URL Username Password Display content in widget instead of popup Display content after main page loads Description Enter a name for the widget. The default name is Salesforce Dashboard. Select who can see your dashboard. Options are: Me. Only you can see the dashboard. Network Members. Only network members can see the dashboard General Public. Everyone can see the dashboard, including guest visitors. Set this to Yes to put the widget online. If you select No, the widget does not display any Salesforce data. This widget does not require any profile data so you do not need to check the I agree to share my current user profile with the current application option. Enter the URL to your Salesforce installation. Enter your Salesforce user name. Enter your Salesforce password. Check this option to display the Salesforce content directly in the widget instead of in a popup window. If you select this option, a scroll bar is provided so that you can see the entire dashboard in the widget. Set this to No. 3. Click Save. 8 BroadVision, Inc.

9 Chapter 1 Integrating Salesforce into a Clearvale Network Using the Salesforce Chart Widget The Salesforce Chart widget provides a two-dimensional graph of Salesforce data. When it is configured, it looks something like this: To place this widget in your network 1. Click the My Page tab. 2. Click Edit Layout. 3. Drag the Salesforce Chart widget into a column on your personal page. 4. Click Save. To configure this widget 1. Click Edit in the Salesforce Chart widget. 2. Enter the following values: Field Widget Title Privacy: Who can see this? Online Privacy Username Password Security Token Description Enter a name for the widget. The default name is Salesforce Chart. Select who can see your chart. Options are: Me. Only you can see the chart. Network Members. Only network members can see the chart General Public. Everyone can see the chart, including guest visitors. Set this to Yes to put the widget online. If you select No, the widget does not display any Salesforce data. This widget does not require any profile data so you do not need to check the I agree to share my current user profile with the current application option. Enter your Salesforce user name. Enter your Salesforce password. Enter your Salesforce security token. Salesforce Integration Guide 9

10 Chapter 1 Integrating Salesforce into a Clearvale Network Field Data Type Type of chart Chart library Previous number of days Normal Height Normal Width Expanded Height Expanded Width Display content after main page loads Description Select the data type to use for the chart. If you don t see the data types listed, click in the field to populate. It cannot be populated until you have entered values for user name, password, and security token. Select one of these types of charts: Pie Vertical Bar Horizontal Bar Line Select one of these chart libraries: Google. The charts are based on the Google Charts code. PHPlot. The charts are based on PHPlot. Custom. The charts are based on standard PHP image methods. Set this to the number of days prior to the current date for which to generate the chart. If you omit a date, then all there is no limit on the date. Set this to the height in pixels for the chart. Set this to the width in pixels for the chart. Set this to the height in pixels for the expanded chart. Set this to the width in pixels for the expanded chart. Set this to No. 3. Click Save. 10 BroadVision, Inc.

11 Chapter 1 Integrating Salesforce into a Clearvale Network Using the Salesforce Data Widget The Salesforce Data widget displays a table of Salesforce object data. When this widget is configured, it looks as follows: To place this widget in your network 1. Click the My Page tab. 2. Click Edit Layout. 3. Drag the Salesforce Data widget into a column on your personal page. 4. Click Save. To configure this widget 1. Click Edit in the Salesforce Data widget. 2. Enter the following values: Field Widget Title Privacy: Who can see this? Online Privacy User Name Password Security Token Description Enter a name for the widget. The default name is Salesforce Data. Select who can see your data. Options are: Me. Only you can see the data. Network Members. Only network members can see the data General Public. Everyone can see the data, including guest visitors. Set this to Yes to put the widget online. If you select No, the widget does not display any Salesforce data. This widget does not require any profile data so you do not need to check the I agree to share my current user profile with the current application option. Enter your Salesforce user name. Enter your Salesforce password. Enter your Salesforce security token. Salesforce Integration Guide 11

12 Chapter 1 Integrating Salesforce into a Clearvale Network Field Data Type Number of entries to display Display content after main page loads Description Select the data type to use. If you don t see the data types listed, click in the field to populate. It cannot be populated until you have entered values for user name, password, and security token. Select the number of data items to display. The default value is 3. Set this to No. 3. Click Save. 12 BroadVision, Inc.