Hide the Insights Account Dashboard for Certain Salesforce Accounts

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Hide the Insights Account Dashboard for Certain Salesforce Accounts

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When you embed an Insights Account dashboard on your Salesforce Account profile, you can control which Salesforce Accounts display the Insights Account dashboard. This capability is particularly useful if not all of your Salesforce Accounts have a corresponding Account in Zuora.

If a Salesforce Account does not correspond to a Zuora Account, your organization's Salesforce users would normally see an error instead of the Insights Account dashboard. To improve the user experience, you can hide the Insights Account dashboard for the Salesforce Accounts that do not correspond to a Zuora Account. Instead of the Insights Account dashboard, you can provide an informative message.

Zuora recommends that you use the existence of a Zuora Account number to control whether the Insights Account dashboard is displayed. To do this, enter the following APEX code when you set up the Visualforce page in Salesforce:

<apex:page cache="false" standardcontroller="Account">
<apex:outputpanel rendered="{!account.Zuora__AccountNumber__c <> NULL}">
    <apex:iframe height="400px" src="https://nw1.app.insights.zuora.com/data/salesforce/account/{!account.Id}?sessionId={!$Api.Session_ID}&amp;serverUrl={!URLENCODE($Api.Partner_Server_URL_230)}&amp;apiToken=hUYFGKdrQuIYMpiRbBMARMBNPqtISigs&amp;userId={!$User.Id}&amp;embed=true">
    </apex:iframe>
    </apex:outputpanel>
<apex:outputpanel rendered="{!account.Zuora__AccountNumber__c == NULL}"><p>This account is not available in Zuora</p>
</apex:outputpanel>
</apex:page>

Replace the message "This account is not available in Zuora" by information specific to your organization.

Alternatively, you could use an Insights Account field such as Today's MRR to control whether the Insights Account dashboard is displayed. To access Insights Account fields in Salesforce, you must first set up Account field synchronization. You can then use a condition such as !account.mrr__c <> 0 to only display the Insights Account dashboard for Accounts that have non-zero MRR.

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