Embedding

2024 Week 37 | Sigma: What would you like help with?

Introduction This week’s challenge is a bit different; you have two options!  Imagine you’re creating a workbook showing off all the cool features and functionalities to your coworkers and want to provide a curated list of Sigma’s help documentation. In this challenge, you’ll create an embedded documentation element enabling the end users to choose a …

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Embedded CRM Analytics Dashboard on Account Page

2023 Week 14 | Embedding CRM Analytics Dashboards in Salesforce

Introduction This week we are going to explore embedding dashboards within a Salesforce record page and apply a filter to make the insights contextual to the account you are viewing.  Requirements Create a simple recipe: Bring in the Account Object – ensure the Account ID Field is included Bring in the Case Object – ensure …

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