Latest posts

Zoom

Use Zoom Safely

Zoom has long been a popular choice for video conferencing due to its focus on ease of use and reliability. Mass shelter-in-place orders around the world due to the COVID-19 crisis have led to a rapid, large-scale increase in use of the company’s products. As a result, Zoom is under […]

Salesforce

Configure Single Sign-on (SSO) from Salesforce to Sage Intacct

This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to Sage Intacct. Note that the instructions and screenshots below are using Intacct’s new “Action UI”. To see instructions in the legacy UI, see this article. Prerequisites Sage Intacct account with system administrator access. If you are […]

Salesforce

Configure Single Sign-on (SSO) from Salesforce to Social Studio

With the August ’19 new feature release, Salesforce began to support Identity Provider-initiated single sign-on for Social Studio. While Service Provider-initiated single sign-on is not yet supported, it is possible for Social Studio users who have a Salesforce account to log into Social Studio using their Salesforce credentials after they […]

Salesforce

Configure Single Sign-on (SSO) from Salesforce to RizePoint

This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to RizePoint. Prerequisites RizePoint account with system administrator access. You will also need access RizePoint support to configure the settings on your RizePoint site. Salesforce org with identify features (developer or enterprise and up) with system administrator […]

Salesforce

Configure Single Sign-on (SSO) from Salesforce to Adobe Sign

This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to Adobe Sign (formerly EchoSign). Prerequisites Adobe Sign enterprise account with system administrator access. If you do not already have an account, sign up for a free trial here. Your Adobe Sign account must have a custom […]

Salesforce, Tableau

Embed Tableau Dashboard in Salesforce Records Using JavaScript API

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. This is an example of how to use Tableau’s JavaScript API to display and filter a Tableau dashboard on record pages in Lightning Experience. Prerequisites Tableau Desktop: […]

Microsoft, Salesforce

Embed Power BI Report in Salesforce using Visualforce

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. In the previous post, we used Qlik Sense to embed a dashboard on an Account record. Qlik Sense is a great product, but if your organization is […]

Salesforce

DNS Settings to Improve Deliverability of Emails Sent from Salesforce

There are several use cases for sending emails from Salesforce, including automated emails associated with business processes, scheduled notifications and end users sending email with the Lightning Email Composer (typically accessed via the “Email” tab in the Activity panel on Contact and Lead pages). Several DNS records can be added […]

Salesforce

Configure Single Sign-on (SSO) from Salesforce to Boomi AtomSphere

Boomi AtomSpere is one of the leading integration platform as a service offerings on the market. Boomi’s offerings can accommodate nonprofts and small businesses on a budget all the way up to large enterprises. This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to Boomi AtomSphere. […]