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Viewing Reports from Salesforce - Single Signon
I would like to view the Reports (generated by QuestionPro from within salesforce. How can I set this up?
To view the Summary Report from within Salesforce.com you must first create a Custom Link within Salesforce.com to your report. Please follow the steps exactly as outlined here:
  1. Configure Data Mapping and Copy the Single-Signon Report URL
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  2. Create a Custom Link (in Salesforce.com)
    1. Login to salesforce.com
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    3. Goto Setup->Customize->Cases (or other Object)->Custom Links
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    4. Create a New Link of type URL
    5. Paste the Single Signon Report URL in as the link
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    6. Save Changes
  3. Enable the Custom Link in your Page Layout
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  4. View the Report
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When using the Single Signon Report URL, QuestionPro will automatically verify that your are currently logged into Salesforce.com and display the correct report.

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