Documente Academic
Documente Profesional
Documente Cultură
BroadVision, Inc.
Contents
Prerequisites ........................................................................................................................................... 5 Configuring the External Widget Server ............................................................................................... 6 Installing the Salesforce Widgets ........................................................................................................... 6 Using the Salesforce Widgets ................................................................................................................ 7 Using the Salesforce Dashboard Widget ........................................................................................ 7 Using the Salesforce Chart Widget ................................................................................................ 9 Using the Salesforce Data Widget ................................................................................................ 11
Co nte nts
BroadVision, Inc.
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.
Ch apter 1 In te grating Sal esfo r ce i nto a C learval e Network Co nfi gurin g th e Externa l Wid get Se rve r
1. Log into login.salesforce.com. 2. Go to Setup>Administration Setup>Security Controls>Network Access. 3. Add a new entry with 67.202.9.30 as both the Start IP Address and End IP Address.
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.
BroadVision, Inc.
Cha pter 1
Integ r ati ng Sale sfo rce in to a Cl earval e N etwork Usin g th e Sa lesforce Wid gets
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
Ch apter 1 In te grating Sal esfo r ce i nto a C learval e Network Usin g th e Sa lesforce Wid gets
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.
Online Privacy
3. Click Save.
BroadVision, Inc.
Cha pter 1
Integ r ati ng Sale sfo rce in to a Cl earval e N etwork Usin g th e Sa lesforce Wid gets
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?
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.
Online Privacy
Ch apter 1 In te grating Sal esfo r ce i nto a C learval e Network Usin g th e Sa lesforce Wid gets
Field
Data Type
Description
Select the data type to use for the chart. If you dont 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.
Type of chart
Select one of these types of charts: Pie Vertical Bar Horizontal Bar Line
Chart library
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.
3. Click Save.
10
BroadVision, Inc.
Cha pter 1
Integ r ati ng Sale sfo rce in to a Cl earval e N etwork Usin g th e Sa lesforce Wid gets
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?
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.
Online Privacy
11
Ch apter 1 In te grating Sal esfo r ce i nto a C learval e Network Usin g th e Sa lesforce Wid gets
Field
Data Type
Description
Select the data type to use. If you dont 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.
3. Click Save.
12
BroadVision, Inc.