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Embed Insights on Your Salesforce Account Profile

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To embed an Insights Account Dashboard on your Salesforce Account Page:

  1. Ensure you have completed prerequisites:
  2. Create a new Visualforce Page in Salesforce.
    • In Salesforce, go to Setup.

    • In the Setup search box at top left, enter Pages.

    • Select the Visualforce Pages setup menu item.

       
    • At the top of the Visualforce Pages list, click the New button.
    • Complete the Visualforce Page Edit form as follows:
      • Label: Insights Account Profile
      • Name: Insights_Account_Profile
      • Description: Optionally enter anything you like here.
      • Available for Salesforce mobile apps: Leave unchecked.
      • Require CSRF protection on GET requests: Leave unchecked.
      • Visualforce Markup: Replace the sample code with the APEX code block provided by the Insights Salesforce Embed page pictured below (Go to: Settings > Salesforce Integration > Salesforce Embed and copy the code in the grey box).

         
      •  Click Save
  3. Add the Visualforce page you just created to your Salesforce Organization Account Page Layout.
    1. In Salesforce, go to Setup.
    2. Under App Setup, click Customize > Accounts > Page Layouts

       
    3. Click Edit for the Page Layout you are using on your Account pages
    4. Create a new Section to the page that will contain the Insights Embed
    5. Find the Visualforce page you just created from the menu and drag it to the new section.
    6. Edit the embedded page (using the wrench to the top right of the embed) to expand the height to 400 pixels. Save, and reload the page.
    7. After you are finished, you will have an embed like the one pictured below on your Salesforce Account pages.

Last modified
10:47, 27 Oct 2016

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