Adding a Tab for Birst in Salesforce.com

This topic describes how to add a tab in Salesforce.com to display Birst Designer, Visualizer, Dashboards, or a specific dashboard from a Birst space.

Prerequisites

Before configuring Salesforce, confirm the following prerequisites.

  • Your Birst account must be associated with the Salesforce.com Organizational ID (SfdcOrgID). This is required only once per Birst account/SfdcOrgID pairing. See the Saleforce Help for finding the ID.
    In the Birst Admin - Command Window enter:
    addsfdcaccountmapping sfdcOrgID
    If you think that the mapping has already been added, you can check it with this command:
    getsfdcaccountmapping
    See Administrative Commands. These are also available as web services.
  • Check the API Enabled check box in the Administrative Permissions of the Salesforce.com profile. This is required for a Salesforce.com user to access Birst from Salesforce.com.

Tip: You can also embed a Birst dashboard into an existing Salesforce.com page. For information, see Adding a Birst Dashboard to a Visualforce Page.

To add a new tab for Birst to Salesforce.com

  1. Log in to your Salesforce.com account.
  2. Click your username at the top, then select Setup.
  3. Expand the Create item under App Setup on the left hand side, then click Tabs.
  4. Click the New button in the Web Tabs area in the middle of the page.
  5. On the next page, select one of the two options: Full Page Width or 2 Columns with Salesforce.com Sidebar, then click Next.
    Tip: Full page width is recommended since the Infor application expects the full width of the screen.
  6. On the next page, type a label and name for the tab, select a tab style, provide a height and description, then click Next.
  7. On the next page, enter the URL below (adding any optional parameters) then click Next.
    Base URL:
     https://login.bws.birst.com/AppExchangeSSO.aspx?serverurl={!API.Enterprise_Server_URL_540}&sessionid={!API.Session_ID}&birst.module=dashboard
    Note: We recommend that customers update the SalesForce API configuration to 54.0. Customers that are still using the 25.0 configuration may encounter issues. After Salesforce removes support for 25.0 completely, any embedded Birst dashboards using 25.0 will stop working.
    Tips: You can also copy the third link in the Links to the Dashboard Page dialog box labeled Appropriate for Custom Web Tabs in the Salesforce.com Application and paste it into the URL field to use as your starting point.
  • By default, the username used in Infor will be the SFDC user name. If you want to use the SFDC email address instead, add &birst.useSFDCEmailForBirstUsername=true
  • If you want to go to Designer or Visualizer instead of Dashboards, change dashboard to designer or visualizer in the URL: &birst.module=designeror&birst.module=visualizer
  • If you want to go to a specific space (rather than the default space for the user) add &birst.SpaceId=<spaceId>. You must have defined a default space if you do not specify a value.
  • See SSO Parameters for additional parameters that can be set.
  1. Click Next and Save until you get back to the tab creation page. You should see your new tab at the top of the page and in the Web Tabs list in the middle of the page (as in the image below).

  2. Click on your tab at the top of the page to verify that it is working (as in the example below).

See Also
Setting up Single Sign-On
Adding a Birst Dashboard to a Visualforce Page
SSO Parameters