Add tabs with experience data within Salesforce

Would you like to see the experience data you've collected reported back into your Salesforce app? No problem. You can show experience data in a beautiful way within your Salesforce environment via your contact profiles. In order for you to set this up, you need to add tabs within Salesforce.

Step 1: Create a VisualForce page within Salesforce

a. Log into your Salesforce account and navigate to [Setup] > [Developer Console]:

<apex:iframe src="http://ratecard.io/embed/contacts?email={!Contact.email}&source=Salesforce&access_token=INSERT_API_TOKEN_HERE" width="100%" height="1024px" scrolling="true"/>

</apex:page>

e. Create an API Token via Ratecard by navigating to [API Settings] > [New], naming it "Salesforce Embeds", selecting the embed routes and clicking the "Save" button:

f. Paste your API Token by replacing the INSERT_API_TOKEN_HERE text in the iFrame code and save your page:

Step 2: Add a tab to your layout within Salesforce

b. Click on the part of your contact details screen you'd like to add the tab to and click on the "Add tab" button:

c. Rename your new tab to "Ratecard" after selecting "Custom" as your Tab Label and click on the "Done" button:

d. Select your new tab:

e. Find the VisualForce component, drag it to the part in your new tab that says "Add Component(s) Here" and drop it:

f. Now deselect "Show label", select the VisualPage you've created in the previous steps, set the height of the tab to 600 (pixels), and click on the "Save" button on the top right:

g. Now click on the "Activation" button on the top right and click "Assign as Org Default" in the popup:

h. Select "Desktop and phone" on the next screen, click on the "Next" button, and click on the "Save" button on the last screen:

That's it! You now have experience data within Salesforce

You did it! You now have experience data available as a tab within your Salesforce account. You'll always have an immediate overview of the (latest) experience data of the contact:

Interested in the Salesforce & Ratecard integration?

If you're interested in the integration between Salesforce and Ratecard and are looking to collect feedback on autopilot, be sure to check out the article about the integration. Here you'll find out how it works, how easily it can be set up, and what you can use it for. You can also request a demo or sign up for a free trial. Let's improve every day!