Salesforce
  • 19 Jul 2022
  • 1 Minute to read
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Salesforce

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The Sisense Infusion App for Salesforce makes it straightforward to embed dashboards built in Sisense directly into the Salesforce application, without requiring any custom Salesforce development or integration work.

Setting up the Infusion App for Salesforce

Click here to view a short demo video:

https://youtu.be/dZaPvVuj1XM

To install the Sisense Infusion App for Salesforce:

  1. Use this link to log into the Salesforce environment in which you are going to install the component.
  2. Follow the installation process for the Sisense Infusion App.
  3. In the Salesforce Setup, open the Installed Packages page to verify that the new Sisense component is in the list.
  4. Open an Account record page and click Edit Page. In the Components list on the left, in the Custom section, verify that Sisense Infused is listed.
  5. Click and drag the component to the appropriate location on the page and apply the required settings.


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