With the Vainu View iFrame solution, you can display Vainu company profiles in Salesforce CRM.
Vainu View makes Vainu's company profile data available to everyone working with customers and needs detailed company information daily, i.e., salespeople, account managers, customer service, and customer success teams. The solution brings ease in preparing for customer meetings and creating customer understanding.
You can embed Vainu's company profiles to Salesforce with iFrame by using
Salesforce Visualforce Page (Recommended) or
Salesforce Developer Console and Apex components
Make sure you have the Vainu View links sent to your CRM.
Make sure you have a text area field in Salesforce that accepts at least 1000 characters.
In Vainu, map "Vainu View Link" to the field in Dynamics
If you cannot find the Vainu view datapoint, check with Vainu support to make sure you have the required permissions.
Run updates to get the links to the CRM
For more information on data mapping, see Data management
Create the Vainu View Visualforce Page
Go to Lightning tool Setup to create Vainu View Action in Visualforce Page.
Search Visualforce Pages in the search bar and open it > Click New > Name Label Vainu_View > Name is auto-filled > You can leave description field empty > Check the box Available for Lightning Experience, Experience Builder > In the Visualforce markup window, delete the pre-filled text and instead insert this:
<apex:page standardController="Account" showHeader="false"> <apex:iframe src="{!account.VainuViewLink__c}" scrolling="true" height="600"/></apex:page>Remember to change VainuViewLink__c to whatever the API name for your Vainu View field is in your Salesforce. Adjust the height according to your needs > Save, and the Visualforce Page is ready! 👇
Make the VisualForce Page visible on the Account page
A. Create the Account Tab
By going to Object manager > Click Account > Click Lightning Record Pages > Go to the Account Record Page >
Next to Lightning Page Detail, click Edit > Click on the UI Activity Tab (where you want the Vainu tab to be placed) > Click Add Tab > Choose Tab Label Custom and name it Vainu View. 👇
B. Link the Visualforce Page to the UI Activity tab
Click the UI Activity tab you created in the UI view and then drag and drop Visualforce from the left sidebar into the Vainu View window >
In the Visualforce Page Name dropdown menu, choose Vainu View, which you created earlier >
Adjust height in pixels according to your needs > Click Save. The Vainu View Visualforce Page should now be visible in the UI and ready to be used! 👇
