sales force integration guide

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SalesforceIntegration

Guide


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Salesforce Integration Guide

Document Publication Date: October 14, 2011

Copyright 2009-2011 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 thathas 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 thatis caused or incurred by recipients 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 byfederal government agencies and other federal government customers (federal government customers) only under the following conditions. Software and technicaldata rights in these products include only those rights customarily provided to end use customers of Software as defined in the BroadVision Master Software Licenseand Services Agreement and any exhibit thereto. This customary commercial license in technical data and software is provided in accordance with FAR 12.211(Technical Data) and 12.212 (Computer Software) and, for Department of Defense purchases, DFAR 252.227-7015 (Technical Data - Commercial Items) and DFAR227.7202-3 (Rights in Commercial Computer Software or Computer Software Documentation). If a federal government or other public sector customer has a need forrights not conveyed under these terms, it must negotiate with BroadVision to determine if there are acceptable terms for transferring such rights, and a mutuallyacceptable 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 arecovered 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., reservesthe 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 namesof others.


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Contents

1 Integrating Salesforce into a Clearvale Network 5Prerequisites .............. ............... .............. ............... .............. ................ ............... ................ .............. ...... 5

Configuring the External Widget Server ..................... .............. .............. ............... .............. ............... .. 6

Installing the Salesforce Widgets .............. ................ .............. ............... ............... ................ ............... .. 6

Using the Salesforce Widgets ........................... ............... ............... ............... ............... ................. ........ 7

Using the Salesforce Dashboard Widget ............... .............. ............... .............. .............. ............... . 7Using the Salesforce Chart Widget ............. ............... ............... ............... ............... ............... ........ 9

Using the Salesforce Data Widget .............. ................ ............... ............... ............... ............... ...... 11


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Contents


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Salesforce Integration Guide 5

1 Integrating Salesforce into a ClearvaleNetwork

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.


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Chapter 1 Integrat ing 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 trus ted 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 67. 202. 9. 30 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 Clearvalenetwork.

To install t he 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, clickBrowse.

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.


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Using the Salesforce Widgets



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. ClickEdit Layout.

3. Drag the Salesforce Dashboard widget into a column on your personal page.

4. ClickSave.

To configure this widget

1. ClickEdit in the Salesforce Dashboard widget.


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2. Enter the following values:

3. ClickSave.

Field Description

Widget Title Enter a name for the widget. The default name is Sal esf or ce

Dashboard.

Privacy: Who can see

this?

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.

Online Set this toYes to put the widget online. If you select No, the widget does

not display any Salesforce data.

Privacy 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.

Dashboard URL Enter the URL to your Salesforce installation.

Username Enter your Salesforce user name.

Password Enter your Salesforce password.Display content in widget

instead of popup

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.

Display content after main

page loads

Set this to No.


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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:




3. Drag the Salesforce Chart widget into a column on your personal page.

4. ClickSave.


1. ClickEdit in the Salesforce Chart widget.


Field Description

Widget Title Enter a name for the widget. The default name is Sal esf orce Chart .


this?

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.


not display any Salesforce data.Privacy This widget does not require any profile data so you do not need to


application option.

Username Enter your Salesforce user name.

Password Enter your Salesforce password.

Security Token Enter your Salesforce security token.


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3. ClickSave.

Data Type 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.

Previous number of days 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.

Normal Height Set this to the height in pixels for the chart.

Normal Width Set this to the width in pixels for the chart.

Expanded Height Set this to the height in pixels for the expanded chart.

Expanded Width Set this to the width in pixels for the expanded chart.


page loads

Set this to No.

Field Description


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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:




3. Drag the Salesforce Data widget into a column on your personal page.

4. ClickSave.


1. ClickEdit in the Salesforce Data widget.


Field Description

Widget Title Enter a name for the widget. The default name is Sal esf orce Data.


this?

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.


not display any Salesforce data.

Privacy This widget does not require any profile data so you do not need to


application option.

User Name Enter your Salesforce user name.

Password Enter your Salesforce password.

Security Token Enter your Salesforce security token.


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3. ClickSave.

Data Type 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.

Number of entries to

display

Select the number of data items to display. The default value is 3.


page loads

Set this to No.

Field Description

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