This guide details how to display a Salesforce dashboard on your digital signage screens, allowing you to visualize your sales pipeline, track team performance, and monitor KPIs.

Prerequisites:

• A Salesforce account with access to the target dashboard.
• 2-Factor Authentication (2FA) must be enabled on the Salesforce account.

Info
See our guide: How to Set Up 2FA and Get a Secret Key.

Idea: Best Practice
For data security, create a dedicated Salesforce user with a profile that has read-only access to the specific dashboards you need to display.

Step-by-Step Configuration:

1. Create the Dashboard App in Pickcel:

   • Log in to the Pickcel Console and navigate to Apps. Search for the Dashboard app and click on it. Then, click Create App.
   • Give a name to the app instance (e.g., "Sales Team Leaderboard - Salesforce").
   • Now, select Salesforce from the dropdown menu. The fields for Salesforce configuration will open on the right.

2. Fill in the Fields for Salesforce Dashboard Configuration:

   • This section requires precise information to generate a correct and secure Auth Token.
   • Salesforce Instance URL: Enter your company's specific Salesforce login URL (e.g., https://yourcompany.my.salesforce.com).
   • Username: Enter the username of your dedicated Salesforce user.
   • Password: Enter the password for that user.
   • Authenticator Secret: Paste the 2FA Secret Key you generated for this Salesforce account.
   • Output Screen URL: Log into Salesforce and navigate to the dashboard you want to show. Copy the full URL from the address bar and paste it here.
   • Click Generate Auth Token. The token will be generated, copied to your clipboard, and automatically pasted into the Auth Token field on the left.

3. Enter Screen Selection Code (Optional):

   • If you want to highlight a specific component of your dashboard, use the Pickcel Dashboard Screen Mapper Extension to select the area and paste the generated code into the Screen Selection Code field.

4. Set Refresh Interval:

   • This setting defines how often the dashboard is updated. For sales data, a refresh interval of 15-30 minutes is often effective.

5. Set Session Expiry:

   • This forces a fresh login to prevent session timeouts. A value of 5-8 hours is recommended.

6. Enable Scroll Option for the Dashboard (Optional):

   • Enable Auto Scroll: Set a duration in seconds for the dashboard to scroll from top to bottom.
   • Enable Auto Scroll Height: Set a height in pixels for the dashboard to scroll down incrementally.

7. Create and Publish:

   • Once the configuration is complete, click Create App. The app instance will be available in the Media section.
   • To preview, go to Media, find your app instance by name, and click its thumbnail. If you are happy with the result, assign it to your screens.

That's a wrap! 🎉

What's Next?
Your Salesforce Dashboard App is now ready. For further reading:

• To create a multi-zone layout: Learn about Compositions.
• To send it to your screens: Learn how to Publish or Schedule Content.