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 […]
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 […]
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 […]
I wrapped the series of posts about how to embed visualizations in Salesforce applications with a Wednesday architect session at Dreamforce ’19 and a repeat architect session on Thursday comparing the various options. Before diving into the content, I shared some of the use cases at Fair Trade USA. The […]
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 […]
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: […]
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 […]
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 […]
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. […]
VS Code is a great free IDE with an extension marketplace bringing additional functionality, including IntelliSense for Salesforce development, Apex debugging, tools for creating Lightning Web Components and much more. This post demonstrates how to set up VS Code in Windows and use the Windows Subsystem for Linux (WSL) terminal […]