Salesforce Activities integration

The Salesforce Activities integrations widget provides a portal into your Salesforce environment, allowing you to manage activities related to a specific opportunity from within your digital workplace.

You can view any activities awaiting action, and can sort and filter that list.

The Salesforce Activities widget showing open activities.

You can also view a history of completed activities. 


The Salesforce Activities widget showing activity history.

Sections in this article: 

Limitations

  • Only English language use is supported in the Salesforce Activities 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 Igloo_SalesforceIntegration_IconSmall1.png Salesforce Activities 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

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 URL

Enter the URL of your Salesforce instance.
Salesforce Instance Type

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

  • Production
  • Sandbox
Opportunity Name Enter the full name of the opportunity you would like to display in the widget.
Basic configuration options
Setting Description
Page Size Use this option to set the maximum number of activities to show inside the integration.
Default Tab

Use this option to select whether the default tab shows as Closed Activities or Open Activities.
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:

  • View activities:  You can view activities, both current and complete. The interface shows whether it is a task or event, the priority, whether it is past due, the assignee, due date, and status.Basic activity information.
    Selecting the downward pointing arrow to the right of an activity will expand it to display more details including contact information for the subject of the task, creation details, and options to edit it and open it in Salesforce.Detailed activity information.

  • Sorting: You can sort the list of activities by due date, assignee, priority, or status in either ascending or descending order.
    Activity sorting options.

  • Filter: You can refine the list of displayed activities by applying filters. You can limit the list by assignee, activity type, status, and priority.Filtering what activities are displayed.

  • Create Activities: You can create new tasks and events through the widget.
    Select the new button to create a new task or event.
    All the details available in the Salesforce interface can be populated through the widget. Any activity created here will appear immediately in Salesforce.

  • Refresh: You can update the list of activities with any changes that may have happened in Salesforce.