Contact us Blog

Apsona views integrated into Salesforce pages

This document describes how you can use individual Apsona components directly within Salesforce. For example, you can do the following: You can set up direct links to any Apsona report or multi-step report from within Salesforce. To obtain the direct link for a report or multi-step report:
  1. In Apsona, navigate to Settings - Apsona Items.
  2. Find the report or multi-step report you want, using any of the filtering tools available, and click on the row. In the detail section, an icon is available showing the direct link to the report. This icon is not displayed for Apsona Items that are not reports or multi-step reports. Clicking this icon will open the report in a new window. Right-click on the icon and copy the URL.

  3. You can now use this link in several ways. For example, you include this link in a custom home page component. Alternatively, you can create a custom Visualforce page containing a list of "Quick links" to your most frequently-used reports.

Showing Apsona reports in Salesforce dashboards

The easiest way to show an Apsona report in a Salesforce dashboard is to create a simple Visualforce page for the report. You can then embed the Visualforce page anywhere in your Salesforce dashboard as a standard component. Here are the steps to create the page.
  1. Use the steps outlined above to find the report you want, and copy its URL.
  2. Create a new Visualforce page with the following content:
      <apex:page sidebar="false" showHeader="false">
        <iframe src="/apex/apsona__ApsonaForSalesforce?apsona_loc=LINK_TO_REPORT&showHeader=false" scrolling="auto" height="400" width="100%" frameborder="0"></iframe>
      </apex:page>
    
  3. Replace the LINK_TO_REPORT part with the report URL you copied above. You might need to adjust the height parameter (shown as 400 in the above example) to fit the height of the report being embedded.

Apsona tabular views as top-level pages

Here are the steps to create a top-level tab for an Apsona tabular view.

Move your mouse over the Settings tab in Apsona for Salesforce. When the menu appears, click Visualforce Pages.

Use this screen to generate the code for creating VisualForce pages. Select the object from the dropdown for which you will be creating a top-level Visualforce tab and click Generate Code.

Copy the generated code. To create a new visualforce page In Salesforce, click Setup - Develop - Pages - New.

Give the new visualforce page a Label and a Name. Add underscores between words in the Name. Paste the code generated from Apsona in the Visualforce Markup area. Click Save. The new visualforce page is now ready.

The new page now requires a tab. Click Setup - Create - Tabs. Click New under Visualforce Tab.

Select the newly created visualforce page from the dropdown. Give the tab a label, a name and select a tab style. Save the tab.

The new tab is now available as a top-level tab. You can now avail of all features and functionality available in Apsona’s tabular view in this visualforce page.

Tabular views as related lists

Click on the Settings tab in Apsona and select Visualforce pages. Select the object you would like to embed the tabular view from the dropdown. In the second drop down the related objects to the selected object will show up. For example if you choose Opportunity as the object to embed, the related objects that will show up are Accounts, Campaign, Price Book and User. Select the related list object and click on Generate Code.

Copy the generated code. To create a new visualforce page In Salesforce, click Setup - Develop - Pages - New.

Just as in the earlier example, give the new visualforce page a Label and a Name. Add underscores between words in the Name. Paste the code generated from Apsona in the Visualforce Markup area. Click Save. The new visualforce page, Opps In Accounts is now ready.

We will now embed this page in the Accounts edit page layout.

Click the edit page layout in the Accounts detail page. Add a section to the layout.

Click on the Visualforce pages menu and drag and drop the visualforce page Opps In Accounts to the section just created. Click on properties in the section where the visualforce page has been dropped and add/edit the page properties like the height in pixels. Save the page layout. The Opportunity tabular view is now embedded in the Accounts detail page.

You can also embed an Apsona single-step or multi-step report as a related list in a Salesforce detail page. For example, if you create a Campaign Member report that lists the contacts of a particular type (e.g., high-value contacts) in a Campaign, you can embed the report in a related list of the Campaign object, so that you can see at a glance the high-value contacts who are in the specific campaign shown in the page.

To create the embedding, the steps are very similar to the ones shown above for a tabular view.

  1. Navigate to Settings - VF and buttons, and select the radio button that lets you generate code for the Visualforce page for that report.
  2. Select the object for which you want the report to be a related list, and click "Generate code."
  3. Simply copy the generated code and paste it into a new Visualforce page in Salesforce.
  4. Add the new Visualforce page into your detail layout for the object.