Adding or displaying Clicktools analytics charts and question results in a Salesforce dashboard

Adding/Displaying Clicktools analytics charts and question results in a Salesforce Dashboard.

Here is the process for putting Clicktools question views and analytics dashboards into Salesforce dashboards. The process uses a web-link for each element you want to display in your Salesforce dashboard and a custom S-control.

1- Grab the URL of the Clicktools element you want to display in Salesforce
2- Customize the URL to make it compatible
3- Create a custom S-control in Salesforce
4- Add the custom S-control component to your dashboard

1. Log in to Clicktools directly – not through Salesforce.

2. Go to the question by question view and look at the results for the question you want to display in Salesforce. Copy the URL from Clicktools – you can get this from the address bar in your browser.

Here's an example:
https://www.clicktools.com/dashboard/instance_question.jsp?instanceId=b41180e8866741d&questionId=b41180e60a4ad3b

For an analytics dashboard:
https://www.clicktools.com/dashboard/report.jsp?reportId=b611d53e4dac5ff&rgId=b611d53bb6f2eb3

3. You next need to customise the url by adding “_plain” to it before the .jsp, and ‘email={!User_Email}&sfsid={!User_Session_ID}&’ after the .jsp? as shown below. (Click on the links to see what this actually looks like – you may be presented with a login screen before you can view the link)

https://www.clicktools.com/dashboard/instance_question_plain.jsp?email={!User_Email}&sfsid={!User_Session_ID}&serverurl={!API_Partner_Server_URL_120}&instanceId=b41180e8866741d&questionId=b41180e60a4ad3b

https://www.clicktools.com/dashboard/report_plain.jsp? email={!User_Email}&sfsid={!User_Session_ID}&serverurl={!API_Partner_Server_URL_120}&reportId=b611d53e4dac5ff&rgId=b611d53bb6f2eb3

4. You next need to create a custom S-control in Salesforce. If you give it a name and then select the URL radio button and copy the URL itself into the content that is it! Don’t forget to save!

5. Next when you add a component into your SF dashboard select the custom S-control option and select the one you have set up.

That’s it! You can adjust the height of the chart using the Height in pixels setting as shown in the screenshot above. There is however a limitation in Salesforce dashboards that you cannot edit the width.