How to embed your Productboard roadmap and portal into Salesforce

 

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This article provides you with the steps for embedding your Productboard Roadmap and/or your Productboard Portal into Salesforce Lightning. The finished result will provide you with a drop-down menu from your Salesforce homepage with links to a Portal and/or a Roadmap page.

In this article:

Requirements

To set this up you need a Salesforce Developer account and the URL of the Productboard roadmap or portal you want to embed.

Embedding the Productboard roadmap and portal into Salesforce

To embed the Productboard roadmap and/or portal into Salesforce, follow these steps: 

  1. Log into your Salesforce Home page, in the top right click the Settings-1.svg icon, and click Setup.
    SF_step_1.png
  2. On the left-hand menu, go to Custom Code and click VisualForce Pages.
    SF_step_2.jpg
  3. In the middle of the page, click the New button.
    SF_Step_3.jpg
  4. Fill in the values Labels, Name, and Description with Portal/Roadmap. 
    Sf_step_4.png
    In the Visualforce Markup, Copy the below code and paste it into the markup. Customizing it with your portal or roadmap URL from Productboard.
    <apex:page standardController="Account" showheader="false" sidebar="false">
    
    <apex:iframe src="https://roadmap.productboard.com/af7f0960-6b31-45d3-b0ab-0bcc49508d15" height="1000px" width="100%" scrolling="true">
    
    </apex:iframe>
    
    </apex:page>

    Make sure to preview this to ensure it works:
    Sf_step_4.1.png

  5. Now we will add the Portal / Roadmap to the Home page in Salesforce.

    Go back to your home page by clicking the App Launcher in the top left and clicking Sales Console.
    Sf_step_5.png

  6. Click the Settings-1.svg icon on the top right and then click Edit page.
    Sf_step_6.png
  7. On the top left click on Pages > New page.
    Sf_step_7.1.png
    Clicking Confirm on the pop-up message
    Sf_step_7.2.png
  8. On the Create a new Lightning Page box, select App page and click Next.
    Sf_step_8.png
  9. Add a Label, for example, "Roadmap" or "Portal" and then click Next.
    Sf_step_9.png
  10. Choose One Region and hit Finish.
    Sf_step_10.png
  11. Click and drag the Visualforce component from the left menu and drop it where it says Add component(s) here
    Sf_step_11.png
  12. On the right-hand side, choose the VisualForce Page name you want to display - Portal or Roadmap and set the height to 1000.
    Sf_step_12.png

  13. Go back to the Salesforce Home page by clicking back in the top left corner.

    The drop-down menu next to Home should now have A Portal and/or Roadmap option.
    Sf_step_13.1.png
    Sf_step_13.2.png
    Sf_step_13.3.png

See also:

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