The Salesforce Element in Korbyt connects to data shared by your Salesforce service and requires that your server be configured to all the data to be shared

Salesforce Configuration

A Salesforce administrator for your organization will need to configure Korbyt as a Connected App.

• In your SFDC, click the setup menu then select Setup

  

• On the left navigation menu, open Apps and click on App Manager

  

• In the upper right click New Connected App, then click Create a Connected App

  

• Configure your basic info

  

• Select OAuth Scopes:

  • Access the identity URL service (id, profile, email, address, phone)

  • Manage user data via APIs (api)

  • Manage user data via Web browsers (web)

  • Perform requests at any time (refresh_token, offline_access)

  • Callback URL will be: https://{yourtenant}.korbyt.com/ws/player/salsforce/oauth2/callback

    • Your Tenant value can be found in the URL when working in your CMS

    • In this example, the {yourtenant} value would be training

      

  • Enable for Device Flow: Checked

  • Enable Authorization Code and Credential Flow: Checked

• Save your configuration in Salesforce

  • You will now work in your Korbyt Tenant

To Create The Tableau Element In a Korbyt Layout:

• Drag and Drop the Salesforce button element to the canvas

• Click on the wheel to edit the Salesforce element

  

• Click on the Down Arrow button in the upper left of the element container

  

• to enter the needed information Like Client ID, Client Secret, Instance URL, Dashboard ID

  

• Click Authenticate & Save

• You can use the down arrow to configure the refresh interval

  

• You can then resize the element to fit the area of the screen you need

  

• Continue working with your layout as normal