Who can use this feature?
- All roles with access level "high"
- Available on all plans
The Catalyst iframe in Salesforce provides Catalyst account insights to team members that spend time in Salesforce and encourages cross-team collaboration. The iframe includes the following:
What you need to know
- Configuration requires admin access in Salesforce via a Visualforce page
- The iframe is present on account records only and data cannot be edited
- Only Salesforce users who have a Catalyst license (editor or viewer) can view the iframe within Salesforce for each respective account record.
Configure the iframe in Salesforce
Perform the following steps in Salesforce.
- Configure the Visualforce page (~5 minutes):
- Create a new Visualforce page within your Salesforce instance setup page
- Refer to the code snippet below to paste inside your page markup
- Be sure to select the "Available for Lightning Experience…” checkbox
<apex:page standardController="Account">
<apex:variable value="{!Account}" var="account" />
<apex:variable value="https://app.catalyst.io/embedded/" var="embedUrl" />
<apex:variable value="{!embedUrl + account.Id}" var="url" />
<apex:iframe src="{!url}" scrolling="false" html-style="position:absolute; top:0px; left:0px; width:100%; height:100%; z-index:999"/>
</apex:page>
- Configure the layout (~5 minutes):
- Add the newly-created Visualforce component to the account page.
- Resize to the module to any height or width within the existing Account page; we recommend a height no less than 400 pixels.
- Make the Visualforce pages visible to Salesforce users.
- Go to Setup > Administration > Users > Profiles.
- Click the Profile Name.
- Locate the 'Enabled Visualforce Page Access' list and click Edit.
- Add the Visualforce pages.
- Click Save.