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

The upload deploys two components to your Salesforce org:

• 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, click the Settings icon (top-right), then Open Advanced Setup.

2. In the left search bar, type Lightning.

3. Under User Interface, select Lightning App Builder.

4. Choose the record page you want to edit (e.g. Account Record Page), then click Edit.

5. On the left panel, scroll down to the Custom section.

6. Find HockeyStack, then drag and drop it to the desired location on your page.

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

To add HockeyStack as a standalone tab:

1. In Salesforce, click the Settings icon (top-right), then Open Advanced Setup.

2. In the left search bar, type Lightning.

3. Under User Interface, select Lightning App Builder.

4. Click New, select App Page, and give it a name (e.g. "HockeyStack").

5. Choose a One Region layout.

6. On the left panel, scroll down to the Custom section.

7. Find HockeyStack Full App, then drag and drop it onto the page.

8. Click Save, then Activate. When prompted, choose to add it to your Lightning app's navigation bar.