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: Click "Upload iFrame" in HockeyStack

1. Go to Atlas > Ingest

2. Click on Salesforce in the CRM section

3. Click on "Upload iFrame"

Step 3: Install our iFrame in Salesforce:

1. In Salesforce, in the top-right corner, click the Settings button.

2. Next, click Open Advanced Setup.

3. In the search bar at the top-left, type Lightning.

4. Under User Interface, select Lightning App Builder.

5. Choose the page where you want to embed the iFrame, then click Edit.

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

7. Find hockeystack, then drag and drop it to the desired location on your page.