Using the Salesforce Visokio Reports TabInstall this free service in any Salesforce Edition, including Group Edition |  |
The Omniscope (web) Connector for Salesforce is a certified, AppExchange-listed free service that can be installed by your Salesforce Administrator in any Edition of Salesforce. Once installed, the Connector tab provides one-click downloads of pre-formatted, filterable, highly-visual offline copies of Reports and Data Objects/Tables that can be shared as presentations with anyone using the Omniscope free Viewer. Each default template file contains all the data, multiple tabbed visualisations and reports, plus an exportable interactive Flash DataPlayer 'dashboard' that can be inserted in web tabs, other web pages and documents such as PowerPoint, Excel and .PDF, with full interactivity.
| | Install from the AppExchange [Get It Now]
If you are running the Professional, Enterprise or Unlimited Edition of Salesforce, and you are logged into an Administrator account, you can install the free web connector service just by clicking the [Get It Now]button. If you are running Group Edition of Salesforce, you can still install the web connector manually following these instructions. Once installed, by default the web connector tab appears at the right-most end of your opening tabs, usually with the label 'Visokio Reports'. Click on the tab At the top of the tab is a link for all users to install a free version 2.5 of Omniscope. |
| | Select Report or Data Object/Table to download
The web connector tab includes 3 sub-tabs:
All Reports - a comprehensive list of all standard and custom Reports available to the account. The one-click Omniscope download icon next to each Report will deliver the data using the default template. At right are optons to add/remove Reports to/from the more selective "My Reports" list on the next tab, and the option to upload a modified version of the default template, which will be added as a new file icon and option for future downloads.
My Reports*- a user-managed short list of the more important and more frequently-acessed standard or custom reports. You can add or remove Reports from this page using the option on the page.
Data Objects/Tables - a listing of standard and cusstom (un-joined) Data Objects/Tables available to the acount, which can be joined and edited using an activated Omniscope. * not available when installed in Group Edition |
| | Your data will open in your installed Omniscope
If you clicked on the default icon, the configuration of the file upon opening will be a general-purpose default provided to all. These default files are constantly being improved (your suggestions welcome)
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| | If you like, customise each template, then upload
If you have customised a file including the DataPlayer(s) and want to make the new configuration available to future downloads, you can upload the file and assing a new name. |
Installing in Group Editions
WARNING: due to limitations imposed by Salesforce, when installed in Group Edition accounts, the Omniscope web Connector cannot allow customised templates to be uploaded, and will not display the custom "My Reports" linked tab.
Go to www.salesforce.com and make sure to login to an account with a System Administrator profile
Click "Setup" at top of screen
In left side panel under APP Setup click "Create" to expand menu
In expanded section under "Create" click "Tabs"
In the middle Web Tabs (not Custom Object Tabs above or VisualForce Tabs below) box, inside the Web Tabs header, click the gray "New" button centre
Step 1. Choose Tab Layout, choose "2 columns with Salesforce sidebar"
Click "Next"
Step 2. Define Content and display properties > Tab Content definition > "Tab Type" choose "URL" from drop-down list
Under Display Properties:
1. In "Tab Label" type "Visokio Reports" or whatever label you want to appear on the new tab
Leave "Tab Name" blank
2. "Tab style" click magnifier to open a list of icon/style choices
Choose any style, for example, a desk indicating desktop reports
3. Change "Content Frame Height" from 600 by typing "2000"
Click "Next"
Step 3. Enter the URL Details
In the big white box with the title "Button or Link URL" paste:
https://salesforce.visokio.com/index2.jsp?sid=={!User.Session_ID}&apiurl={!API.Partner_Server_URL_70}
(clear the space first, and make sure to delete any duplication of the initial letters 'http')
Leave the encoding setting
Click "Next"
Step 4. Add to Custom Apps make sure ALL options are ticked
Click "Save"
You should now have a new tab visible at the far right of the tab set called "Visokio Reports" or whatever name you gave it.
Log-in again with Administrator account privileges to configure who has access to the new tab
Step 1. Approve Package API access - no changes are usually required
Click "Next"
Step 2. Install Package - click install
You should see "Install complete" and this notice:
"The components contained in this package have been successfully installed.
The final steps in the install process are to:
- Change the visibility settings for any installed documents, reports, dashboards, letterheads, email templates, and custom fields on standard objects. By default, these components are visible to all users.
- Set the Running User for any installed dashboards; by default, it is set to you.
- Specify the appropriate recipients for any installed workflow tasks.
- Specify the appropriate assignees for any installed workflow alerts.
- Specify the appropriate user for workflow field updates that modify the Owner field or user lookups; by default, it is set to you.
- Configure any additional settings for this package from the package detail page.
- Deploy the package by clicking Deploy Now below. You can also do this at any time in the future from the package detail page."
You should not need to do any of these things
Click "Deploy Now"
Deploy package...click "Deploy"...you should see Package Details - Visokio Connector for Salesforce...click on the new "Visokio Reports" tab to begin
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