Salesforce Pipeline Overview integration

The Salesforce Pipeline Overview integration provides a portal into your Salesforce environment which shows a summary of the value of deals at various stages in your sales pipeline.

Sections in this article:

Limitations

  • Only English language use is supported in the Salesforce Pipeline Overview integration.
  • Salesforce imposes API limits “per user per hour” which may result in some users unable to access this widget at certain times.

Enabling CORS

Salesforce integration widgets require CORS to be enabled in your Salesforce instance. To enable:

  1. Log in to Salesforce as an administrator.
  2. On the top-right corner of the page, select Setup.
  3. Select Administration Setup.
  4. Select Security Controls.
  5. Select CORS.
  6. Enter the URL of your digital workplace.
  7. Select Save.

Set up

  1. Place an  Integrations widget on a page, space, or dashboard. For more information, see Placing and setting up a widget. 
  2. Select the placed widget's Edit button.
  3. Under Integration Library, select Igloo Integration Library.
  4. Select  Salesforce Pipeline Overview from the library.
  5. Review and make changes to the settings on the Options and Appearance tabs. You can find details about the widget's settings in the Settings section below.
  6. In the widget editor, select Update to apply your changes.
  7. At the bottom of your page, space, or dashboard, select Publish or Save as Draft to save your changes.

Settings

Options tab

Setting Description
Title

Enter a title for the widget. The title appears as a heading above the widget's contents. You should use the title to provide context to the widget and better structure a page's content by clearly denoting different sections.

When entering a title, you do so only for your currently selected language. If your digital workplace supports multiple languages, you should select  Translation and enter a title for each supported language. 

This field can contain a maximum of 140 characters.
Title link

Enter the URL of a location in your digital workplace. Users who click the widget's title, if it has one, will go to this location. Whether you enter the link as a relative URL or an absolute URL does not matter, it will convert to an absolute URL the next time you edit the widget.

This field can contain a maximum of 2,083 characters.
Description

Enter a description for the widget. The description appears between the title and the widget's contents. You can use this text to provide information to users about the widget.

When entering a description, you do so only for your currently selected language. If your digital workplace supports multiple languages, you should select  Translation and enter a description for each supported language.
General options
Setting Description
Salesforce Instance Type

Select the type of Salesforce instance that you are connecting to. Options include:

  • Production
  • Sandbox
Basic configuration options
Setting Description
Salesforce Instance URL Enter the URL of your Salesforce instance.
Field To Group Opportunities By

Select the field name you wish opportunities to be grouped by. Options include:

  • Stage Name
  • Forecast Category
Stage Names/Forecast Categories To Show Enter a comma-separated list of Stage Names or Forecast Categories that you want to display. If you leave this field blank, it will default to showing all stages with the exception of those with a status of omitted, like Closed Lost.
Time Period

Select a time period. Options include:

  • Quarterly
  • Fiscal
Opportunity Type Filter

Select which opportunity type to display. Options include:

  • All
  • Upsell
  • Renewal Recurring
  • Net New
Opportunity Type Field Name If you want to only display opportunities of a specific type, enter the API name of the custom field to specify the field to filter against. This must be a picklist type field.
Opportunity Types To Include If you have included an Opportunity Type Field Name, you can specify which values to include from that field.
Advanced options

Appearance tab

Appearance options
Setting Description
Class

 Enter CSS class selectors to provide additional styling to the widget. For more information, see Applying custom CSS to widgets.
Height

 Select the height of the widget.

The default value is Auto (leftmost slider position) scales the widget's height to fit its contents. You can use the slider to set a fixed height between 50px to 600px in increments of 50px.

Selecting a height less than what is needed to display its contents results in the widget having a vertical scrollbar.

Note

Your digital workplace's theme overwrites many of the settings on the Appearance tab. However, the settings listed above are usable.

Using it

The Salesforce integration widgets provide many of the features available in the Salesforce web interface:

Tally Opportunities by Category

You can view the total amount of opportunities in a specific forecast category or opportunity stage.

View by Quarter or Year

You can select whether to view by fiscal year or quarter, and select the year and quarter to display.

Select Timeframe

You can select the quarter and fiscal year to show details from.