Currently in Closed Beta. Contact your CSM to learn more about this feature.
Summary
This article outlines the steps needed to add the PathFactory Insights Dashboard to Salesforce.
This dashboard allows you to see the most active accounts and contacts which you own in Salesforce.
Step 1: Create PathFactory Dashboard Visualforce Page
- Log in to Salesforce with a Salesforce administrator account.
- From Setup, select Develop > Visualforce Pages in the Build section.
- Click the New button located above the Visualforce Pages table.
- Enter the following values:
- Label: PathFactory Dashboard
- Name: PathFactory_Dashboard
- Available for Lightning Experience, Lightning Communities, and the mobile app: Checked
- Visualforce Markup:
<apex:page showHeader="true" standardStylesheets="false" readOnly="true"> <apex:remoteObjects jsNamespace="RemoteObjectModel"> <apex:remoteObjectModel name="User" fields="Id,Name,UserType">apex:remoteObjectModel> <apex:remoteObjectModel name="Contact" fields="Id,Name,Email,Title,Phone,AccountId,OwnerId">apex:remoteObjectModel> <apex:remoteObjectModel name="Lead" fields="Id,Name,Email,Title,Phone,Company,OwnerId">apex:remoteObjectModel> <apex:remoteObjectModel name="Account" fields="Id,Name,Industry,OwnerId">apex:remoteObjectModel> <apex:remoteObjectModel name="Opportunity" fields="Id,CreatedDate,Amount,Name,CloseDate,IsClosed,IsWon,NextStep,AccountId,OwnerId,StageName,Type">apex:remoteObjectModel> <apex:remoteObjectModel name="OpportunityContactRole" fields="ContactId,OpportunityId,IsPrimary,Role">apex:remoteObjectModel> apex:remoteObjects> <script id="pf-embed" src="https://connectapp.lookbookhq.com/embed.js" data-provider="salesforce" data-token="{!$Api.Session_ID}" data-resource="user" data-user-id="{!$User.Id}" data-name="{!$User.FirstName} {!$User.LastName}" data-user-select="true" >script> apex:page>
- To disable the dropdown that allows switching between different users to view their assigned contacts, change the data-user-select attribute from “true” to “false”.
- Click Save.
Step 2: Set Pathfactory Dashboard Visualforce Page Security
- From Setup, select Develop > Visualforce Pages in the Build section.
- Next to the name of the PathFactory Dashboard Visualforce page, click Security.
- Select the profiles that you want to enable from the Available Profiles list and click Add.
- Select the profiles that you want to disable from the Enabled Profiles list and click Remove.
- Click Save.
Step 3: Add PathFactory Insights Visualforce Tab
- From Setup, select Build > Create > Tabs in the lefthand menu.
- Select New in the Visualforce Tabs related list.
- Select the PathFactory Dashboard Visualforce page to display in the custom tab.
- Enter the following values:
- Tab Label: PathFactory Insights
- Tab Name: PathFactory_Insights
- Tab Style: Square
- Choose the user profiles for which the new custom tab will be available.
- Specify the custom apps that should include the new tab.
- Select Append tab to users’ existing personal customizations to add the tab to your users’ customized display settings (if they have customized their personal display).
- Click Save.
- Click the + button in your tab navigation to view all tabs.
- Click Customize My Tabs in the top right corner.
- Select your newly created PathFactory Insights tab from the Available Tabs list, and click Add to add it to your tab navigation.
- Click Save.