Salesforce Report Charts
You can embed your Salesforce reports directly in your hub or success spaces. To get started, visit Charts Setup and create a new chart.
Paste the report’s ID into Clove. Don’t worry, this is easy to find. Go to the report in Salesforce and look at the URL bar. You will see a value that starts with 00O, such as 00O4W000008IAuoUAG. We’ll validate the ID when you give it to us, so you’ll immediately know that it’s correct.
Filters
Typically, you will have a single report that applies for many customers, via Account or Contact restrictions. When you expose this report to a single customer, you need to ensure that they only see their data. Filters let you do this.
When you add a new filter, you can select the field in the SFDC report, an operator, and then a mapping to Clove’s data. In the above example, the report’s Account ID value is being compared to the Clove organization’s sfdc_account_id field.
Clove sends these filters to Salesforce, so data that doesn’t match the filter is never loaded.
Preview
After you save a chart, you can preview how it will appear for your customers. Simply enter their email to select them in the preview box.
This makes it easy to check if your filters were applied correctly.
Success Spaces
Charts can be embedded in success spaces. Simply drag and drop the chart element and select the chart that you want to use. The chart will be executed for the currently logged in user when they view the space.
Embedding
You can also embed charts directly in your customer hub. This is useful if you wanted to setup a reports page that exposes charts to your customers.
- Grab the chart’s embed ID from the setup page, it’s at the top.
- Setup a page with the chart data element loaded. It looks like this:
chart: chart(embed_id: "8512ada6-e2da-47a8-b54d-63c5cc7ea0c8") { _all }
- Add the chart into your template:
<div class="panel" style="height: 300px;">{{ chart | clove_chart }}</div>
When you load that page, the chart will display for the currently logged in user.