Forums/Tips and Tutorials/Connecting Accounts
Gist inside Salesforce
Gist Support
posted this on September 13, 2009 13:15
Want to see Gist data inside of Salesforce?
You can configure an area of the Salesforce screen to show Gist data for the Salesforce contact you're viewing.
Use the following instructions to configure Salesforce to show Gist data by adding a Gist area to the VisualForce page.
All Salesforce users in your company will need Gist accounts in order to see Gist data.
Adding Gist to Salesforce on an Account and/or Contact Page
Note: user needs the proper account permissions to make these changes or the Administrator needs to make the changes. If you have questions, please email us at feedback@gist.com or contact your Salesforce Administrator.
- Click "Setup" in the upper-right corner. Depending upon your SFDC installation, you'll see this link in a menu labeled on the screen with your user name.
If you can't get there, try this link. - Navigate in the left-hand menu to App Setup > Develop > Pages (under App Setup).
- Click the "New" button.
- Type "Gist" in the "Label" field.
- Paste the code from this file (ContactVisualForce.txt) into the Visualforce Markup box.
- Click "Save."
- Navigate in the left-hand menu to App Setup > Customize > Accounts > Page Layout to manage the layout for the Accounts page; go to App Setup > Customize > Contacts to manage the layout for the Contacts page.
- Select "Visualforce Pages" from the menu near the top of the screen.
- Drag the "Section" button down to where you want the Gist box to appear.
- Type "Gist" in the "Section Name" field.
- Select "1-Column" as the layout.
- Click "OK."
- Drag the "Gist" button down into this section.
- Click the wrench button in the upper-right corner of the Gist rectangle.
- Check "Show Scrollbars."
- Enter "300" as the height in pixels (you may also need to set a wider default width depending upon your setup).
- Click "OK."
Adding Gist to Salesforce on a Lead Page
Same as above, only title the page "GistLead" (to avoid duplicates) and use the code in the second file.
Notes:
1. If you are not already logged into Gist, you will get the Gist login page inside the Salesforce.com window
2. IE 8 or Firefox 3 or higher work best. IE 7 has some scrolling limitations inside Salesforce.com
How do I know whether it worked?
When you visit the Contacts or Accounts screens in Salesforce, you'll now see a Gist record for your contact or account. On the first time you visit this integration, you may need to login to Gist; after you do that, you should be able to see your Gist data in Salesforce. Have fun!
Don't want to add a Visual Force page to SFDC, but want to see your SFDC contacts in Gist?
Use the following instructions to import your Salesforce contacts into Gist and to create complete business proflles for these people and companies.
Import Salesforce account data into Gist (instructions here)
Comments
Holy smokes! This is really cool! Works fine in SalesForce Group Edition!
I think that the text to paste into the "S-control" may be corrupted. It does not work for me. SalesForce says it can not find URL. Here is what I pasted from your link in this support document:
<Error>
<Code>AccessDenied</Code>
<Message>Access Denied</Message>
<RequestId>CAB4D67386D4498D</RequestId>
−
<HostId>
hiKdX0iny3hDYeisXhvsHh7J4o+hI4MwKqQw85ZQC4VLUpH2k5X5OVwhMr7vtAF5
</HostId>
</Error>
Hey Craig,
I think the permissions on the s3 file was incorrect. Could you please try clicking the files to get the url again?
Sorry,
Becker
Becker,
I took the permissions off of the file folder at the bottom of the page and those worked. It was the link that was damaged. You appear to have fixed that. Thanks!
Has anyone had any luck with this integration given Salesforce's recent change to stop allowing the creation of SControls in favor of Pages?
David -
There's no current way to do this given the deprecation of s-controls, but we plan to revisit the Salesforce integration soon.
Regards,
Greg
I ass/u/me if you were set up previously to this change that it still works? Mine does. Does this mean that this integration will soon disappear for me?
Thanks!
Craig
Craig -
Previously set up s-control integrations still work fine -- the only change was that Salesforce no longer allows integrations of this type to be installed -- and I'm not aware of any removal of such an integration. We should have a replacement version for this integration available later this year.
Thanks,
Greg
Greg,
My company was new to SalesForce in February and it looks like we've created a few S-Controls (InsideView ----) in February when we started up. I don't have admin privileges but would like to integrate Gist if its still possible. Has Visualforce superseding S-Controls blocked the creation of new S-Controls or is it possible for us to use Gist in Salesforce now?
Thanks,
Ben
Ben -
I just learned this week that Visual Force pages can host very similar code to the S-Control implementation - we'll be posting instructions for this next week.
-g
Just found this app, I am a salesforce SE. You guys should really work to build an appexchange application and integrate more deeply with our platform in your VF Pages - customers would love it!
Chris -
Thanks for your compliment - we're considering this for a future Gist release and are glad you're interested.
-Greg
I am stuck at item 16. Cannot find Gist button. Can you help
I got the GIST control in Salesforce. But, it does not allow me to log in. After I type my user id and pass word, it does not do anything. What am I missing?
Prasad -
Thanks for your question.
Are you able to login to Gist at Gist.com? What browser are you using? Please send these details to feedback@gist.com and we can take a look.
Regards,
Greg
I have the same problem of not being able to log in via salesforce. I can log in via the website. Using Firefox on an OS X.
Cheers!
I am stuck at point no. 16. I cant see any Gist button on my Salesforce.com screen. Appreciate your help
Phanindra - you will need to perform these steps in the Setup > App Setup > Contacts > Page Layout screen.
If you haven't already created a Gist button as in Step 3-7 above, you may either not have the requisite permissions necessary or you may not have completed these steps.
Please contact your administrator for more information. If you are the administrator, please ensure you have followed the steps exactly.
Regards,
Greg
So after i create the new page layout and go to the contact record in sf.com, the Gist login appears in the sf.com page. when i log into Gist, a new window opens and takes me into my Gist account. but nothing appears in sf.com and nothing in Gist is relevant to the Contact in sf.com.
What am i doing wrong?
Steve -
Thanks for your question.
When you view a contact or an account (provided you have changed the layout for each of those types) you should see a Gist contact load in the area designated by the VisualForce page.
Please let me know if you have any other questions and mail me at feedback@gist.com.
Regards,
Greg
Hi Greg. thanks for the reply.
I have the VisualForge page setup on the "Contacts" page in sf.com. The Gist login appears in this section of the sf.com page. when i login... a new window opens for Gist but no Gist contact info appears in the sf.com page designated for Gist.
This can't be right. Any suggestions?
Steve -
Thanks for the email - can you send a screenshot of what you're seeing to feedback@gist.com?
Regards,
Greg
Hey Greg,
Thanks for this.
I have modified the visualforce code to view Gist data for a lead:
<apex:page standardController="Lead"><iframe width="100%" height="320" src="https://gist.com/entities/find?source=salesforce&Name={!Lead.Na... " name="gist" scrolling="auto" frameborder="no"></iframe></apex:page>
Best,
Mike Gold
Midtown Web - SEO Specialists
http://midtownweb.com
It looks like my code didn't display properly. Here's the link for my Visualforce code: http://www.midtownweb.com/salesforce/view-gist-social-info-inside-s...
Thanks Michael!
-Greg
I don't have the option to "Click the "New" button" in step 3. I am an administrator. I only see packages that I've installed from the AppExchange.
I am trying to edit the VisualForce to include twitter id so that if I enter my contact's twitter id in salesforce it will automatically populate the twitter field in gist.
Here is the code I am using:
<apex:page standardController="Contact">
<iframe width="725" height="300" src="https://gist.com/entities/find?source=salesforce&Name={!Contact...&Twitter={!Contact.Twitter_username_contact__c}&Phone={!Contact.Phone}&Website={!Contact.Account.Website}&Company={!Contact.Account.Name}&Contact%20ID={!Contact.Id}&Account:%20Phone={!Contact.Account.Phone}&Account:%20Fax={!Contact.Account.Fax}&Mailing%20Address%20Line%201={!Contact.MailingStreet}&Mailing%20Postal%20Code={!Contact.MailingPostalCode}&Mailing%20Sate={!Contact.MailingState}&Mailing%20Country={!Contact.MailingCountry}&Mailing%20City={!Contact.MailingCity}&Home%20Phone={!Contact.HomePhone} " name="gist" scrolling="auto" frameborder="no">
</iframe>
</apex:page>
The field value for the custom text field I created for twitter username is {!Contact.Twitter_username_contact__c}
I do not know what the field value should be for twitter username for Gist.
Can you advise as to whether what I am trying to do is possible and if so how I need to modify the code above?
Thanks!
Hugh
Hugh -
Thanks for your question - I'm not sure whether the field in question is exposed - as a workaround you could start by entering the user's Twitter handle as a "name" and then edit the record once Gist enhances the contact.
Regards,
Greg