Embedded Analytics for Salesforce

The repository contains the source code and metadata for embedding various data visualization tools in Salesforce and accompanies a series of how-to articles on embedding analytics in Salesforce applications.

Install and Configure the App

Installation

1. Install Salesforce DX. Follow the instructions in the Salesforce DX Setup Guide or in the guide for setting up the CLI on WSL.

2. Clone the salesforce-embedded-analytics repository:

   git clone https://github.com/aaronwinters/salesforce-embedded-analytics.git
   cd salesforce-embedded-analytics
   

3. Create a scratch org and provide it with an alias (dh):

   sfdx force:org:create -s -f config/project-scratch-def.json -a dh
   

4. Push the app to your scratch org:

   sfdx force:source:push
   

5. Assign the Embedded Analytics permission set to the default user:

   sfdx force:user:permset:assign -n Embedded_Analytics
   

6. Open the scratch org:

   sfdx force:org:open
   

Configure Embedded Einstein Analytics Dashboard

Complete the steps in the embedding Einstein Analytics dashboards in Salesforce tutorial.

Configure Embedded Tableau Dashboards

Complete the steps in the embedding Tableau dashboards in Salesforce using Visualforce tutorial. Be sure to replace [URL FOR TABLEAU DASHBOARD] in the SimpleTableauEmbed visualforce page with your Tableau Online/Server URL.

Complete the steps in the embedding Tableau dashboards in Salesforce using Canvas tutorial.

Configure Embedded Qlik Sense Visualizations

Complete the steps in the embedding Tableau dashboards in Salesforce using Visualforce tutorial. Be sure to replace [ngrok URL][Qlik Sense Single Object URL] in the QlikSenseEmbed visualforce page with your Qlik Sense Server URL.

Resources

Visit the full series for tutorials for embedding visualizations in Salesforce.