📊 Salesforce: Adding AskNicely as a Dashboard Tab

✨ Introduction

After enabling the Salesforce integration, many users add the AskNicely tab directly to Salesforce. This allows the AskNicely dashboard to be viewed without leaving Salesforce and provides the same filtering and leaderboard functionality available on the AskNicely website.

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⚠️ Important Notes

• If a Salesforce user views the AskNicely page in Salesforce, AskNicely checks the user's credentials against the Active Users in AskNicely.

  • If the email address matches:
    They will be given all of the rights and visibility that they have in AskNicely.

  • If the email addresses do not match:
    AskNicely will create a read-only user account assigned to them.

• New read-only users created from Salesforce access do count against your AskNicely user license limit. Please reach out to [e-mail] to increase your limit.

• These users are not automatically sent an invite.

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🛠️ Step-by-Step Instructions

Setting it up consists of two steps:

1. Configuring access

2. Adding the tab

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🔐 1. Configuring Access

1. Click on Setup in the top menu of Salesforce

2. Select Manage Apps from the Administer Bar

3. Click on Connected Apps
   
   

4. Find AskNicely in the list and click Edit

5. Under OAuth Policies, confirm:

   • Permitted Users is set to "Admin approved users are pre-authorized"

   • Click Save
     
     

6. Back on the Connected App page, click the AskNicely name/link

7. Scroll down to the Profiles section and click Manage Profiles

8. Tick the box next to all the profiles you would like to have access to the AskNicely Dashboard.

   • ✅ If you're not sure which to select, refer to your internal permissions model or use the recommended defaults provided by your Salesforce Admin.
     
     

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➕ 2. Adding the Tab in Salesforce

1. Click the plus (+) / add tab in the Salesforce tab bar

2. Click Customize My Tabs

3. Move AskNicely from Available Tabs to Selected Tabs

4. Click Save

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🙋 Need Help?

If you run into any issues or need assistance configuring access, please reach out to our Support team via the chat button on the bottom right of your AskNicely dashboard or email [e-mail].