SalesForce CRM

You can use Xactly Incent Report Widgets to integrate Xactly Incent report components
within dashboards or other pages in Oracle CRM On Demand or Salesforce
CRM. These widgets enable sales representatives using single sign on to quickly view
incentive information in combination with other CRM data.

Screen

Salesforce CRM On Demand with Xactly Analytics Reports and Dashboards

How to …

This section describes how to integrate configure Xactly Analytics Report Widgets
within Salesforce CRM.

 

Configure Xactly Incent Report Widget within Salesforce CRM

You need to complete the following tasks to configure the Xactly Analytics Report
Widget within Salesforce CRM:

• Create a new custom S-Control
• Create a new tab for the S-Control

 

Create a New Custom S-Control

1. Log in to Salesforce.

2. Click the Setup link.

3. Click App Setup > Develop > S-Controls.

4. Click the New Custom S-Control button. The Custom S-Control Edit screen
appears.

Custom S-Control Edit Screen

5. Type the label of the S-Control, such as Analytics Dashboard, in the Label field.

6. Type the name of the S-Control, such as Analytics_Dashboard, in the S-Control
Name field.

7. (Optional) Type a description in the Description field.

8. Select the HTML radio button in the Type field.

9. Type (or paste) the following in the Content field.

Remove all spaces after pasting the code in the Content field.

10. Click the Save button.

 

Create a New Tab for the S-Control

Next, you can create a new tab for the S-Control.

1. Click the Setup link.

2. Click App Setup > Create > Tabs. The Custom Tabs screen appears.

Custom Tabs Screen

3. Click the New button in the Web Tabs section. The New Web Tab wizard
launches and displays the Choose Tab Layout screen.
Select the page layout for the new Web tab, either full page width or two columns
with Salesforce sidebar. Click Next.

4. In Step 2 of 5, define the content and display properties.

Do the following:

a. Choose Custom S-Control from the Tab Type drop-down list.
b. Type a label in the Tab Label field.
c. Type a name in the Tab Name field.
d. Choose a style using the Tab Style pop-up.
e. Click Next.

5. In Step 3 of 5, choose the control using the Custom S-Control drop-down list,
and click Next.

6. In Step 4 of 5, choose the user profiles for which the new custom tab will be
available, and click Next.

7. In Step 5 of 5, choose the custom applications for which the new custom tab
will be available, and click Save.

8. Click the Save button.