As part of Simpplr's app tiles feature, we offer several out-of-the-box app tiles your org can set up on home and site dashboards. The article Setting Up Out-of-the-Box App Tiles on Dashboards link gives an overview of how app tiles work, permissions around setting them up, and various requirements. 

This article explains the Salesforce CRM tile.

Salesforce tile

With the Salesforce App tile integration, Site owners/managers will be able to integrate the existing tabular Salesforce reports on the home and site dashboards.

Before setting up the Salesforce integration, ensure you have the following:

• Salesforce admin access: You must have admin access to the Salesforce account from which you wish to fetch the tabular reports.
• Reports: You must have access to Reports in Salesforce, and the reports should be in tabular format.

• Security Information: When connecting to Salesforce for the first time, Simpplr will request some OAuth permissions for the integration to work. The following table provides definitions of exactly what's being requested from Simpplr.

  Permission	Description
  Manage user data via APIs	Allows access to the current, logged-in user’s account using APIs, such as REST API and Bulk API 2.0
  Access unique user identifiers	Allows access to the current, logged-in user’s unique identifier for OpenID Connect apps
  Perform requests at any time (refresh_token)	Allows a refresh token to be returned when the requesting client is eligible to receive one. With a refresh token, the app can interact with the user’s data while the user is offline. This token is synonymous with requesting offline_access

Setting up the Salesforce integration

• n OAuth 2.0 Authorization Code (PKCE) configuration is required. An OAuth application must be created by a Salesforce Admin to obtain the Client ID and Client Secret. Refer to the Salesforce Developer Documentation and follow the steps for creating an application.
• App admin must have enabled and configured the Salesforce integration from: Manage > Application > Integration > Custom apps
• Navigate to Add New App > Add Prebuilt App, then select and add the Salesforce app.
• Once added, configure the app using the generated Client ID and Client secret. The Code challenge method, Auth URL, Token URL, and base URL will be pre-set.
• After completing the configuration, enable the app.
• Once enabled, the app will be available under the Add Tile option on the home or site dashboard.

Create the Salesforce App tile

Once the connection with Salesforce is set up, you can add a tile to view tabular reports.

1. From the Simpplr dashboard edit screen, choose App tile, then Salesforce.
   

2. Select Display tabular report as the Tile type, and name the tile appropriately.

3. To create a user-defined tabular report tile:

   1. Select the user-defined option while creating the tile.

   2. Once created you will see the Set up tile button as shown below.
      

   3. Enter the correct Report ID from Salesforce to finish setting up the tile. 

4. To create an App manager-defined tabular report tile:

   1. Select the App manager-defined option while creating the tile.

   2. Enter the correct Report ID from Salesforce.
   3. You can configure the tile user-editable by enabling the option to make user-editable.

How to fetch a Report ID from Salesforce

To create a report in Salesforce navigate to Salesforce Reports Builder Editing.

To get the report ID from Salesforce:

1. Go to the Reports section in Salesforce.
2. Click on any report.
3. The URL in the browser's address bar will contain both the Salesforce instance and the Report ID.
4. Copy the Report ID from the URL.
5. Paste the copied Report ID into the tile configuration.

Only Salesforce tabular reports are supported currently. If you enter a report ID that doesn't exist or if you don't have access to that report, you will see "Something went wrong" on the tile itself.