Salesforce iFrame Installation

Note: To view journeys on your Salesforce dashboard, make sure you complete the integration with HockeyStack first

Step 1: Modify permissions to allow installation

You can read how to modify permissions to allow installation in this doc: Salesforce Permissions

Step 2: Add sales reps as viewers in HockeyStack

Every sales rep who needs to see the iFrame in Salesforce must be added as a viewer in HockeyStack.

1. In HockeyStack, go to Workspace Settings (under logo in sidebar) > Team

2. Click Invite in 'Team Members' section

3. Enter the rep's email and set their role to Viewer

4. Repeat for each rep who needs iFrame access

Step 3: Click "Upload iFrame" in HockeyStack

1. Go to Atlas > Integrations

2. Click on Salesforce "Configure" button, in the CRM section

3. Click on "Upload iFrame"

Step 4: Install HockeyStack components in Salesforce

When you click Upload iFrame, HockeyStack automatically deploys two components (HockeyStack and HockeyStack Full App) to your Salesforce org. You'll then need to manually add them to your views in Salesforce.

• HockeyStack — for embedding on record pages (Account, Contact, Lead). Shows account intelligence or contact/lead timelines contextually based on the record you're viewing.

• HockeyStack Full App — for adding HockeyStack as a standalone tab or full page. Loads the complete HockeyStack dashboard inside Salesforce.

To add HockeyStack to a record page (e.g. Account):

1. In Salesforce, Settings → Advanced Setup → Lightning App Builder

2. Edit a record page (Account, Contact, or Lead)

3. In Custom Components, find HockeyStack , then drag and drop it to the desired location on your page.

4. Click Save, then Activate the page if prompted.

To add HockeyStack as a standalone tab:

To add as a full app page:

1. In Salesforce, Settings → Advanced Setup → Lightning App Builder

2. Edit or create an App Page or Home Page

3. You'll see both HockeyStack and HockeyStack Full App in Custom Components

To add as a tab:

1. Setting → Setup → Tabs → Lightning Component Tabs

2. Find hockeystackFullApp — label is "HockeyStack Full App"

3. Note: Upload iFrame only makes this tab-capable, you still need to manually create and add the tab in Salesforce for reps to see it."

⚠️Note: Reps must have HockeyStack licenses to access the Full App. This is different from the account record iframe, where reps can view without a license.