Best practice for embedding Pyramid presentation into Salesforce
We want to embed graphs and presentations into Salesforce. What is the recommended approach for doing this?
1 reply
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Hi Robert,
I'll assume we're talking about Pyramid 2020. Everything you need to know is here: https://help.pyramidanalytics.com/pa18/en/Content/Root/developer/reference/Extensibility/Embedding/Embedding.htm?Highlight=embed
Basically, any Discover or Presentation you want to embed generates the HTML you need automatically. From the Content Explorer, find what you want to embed. Click on the Actions Panel button (the door with the arrow). Toward the bottom of the Actions Panel, you'll see </>. Clicking on this will open a window with the HTML you need for embedding.
You'll also need to workout authentication, as the embedded visuals will not display without them. That is detailed in the link I provided above. If you want some help with your specific situation, please feel free to reach out to us directly. We'd be happy to help you.