Goava’s company dashboards are the quickest way to get a 360 view of your prospects and customers making sure you come well prepared for meetings and calls.This is what it could look like when you’re done:

The easiest way of setting this up is by using Salesforce Visualforce pages.

We’ll guide you through this step by step.

Go to Setup in Salesforce and search for visualforce pages in the search bar or you the navigation on your left.

Then click on New.

When editing the page you just need to assign a label and a name, in our example here we call it ‘Goava’.

Check the box to make it available for Lightning experience.

Paste the script below in the Visualforce Markup but replace the Organization_number__c with the field name you use for organization number/business ID on Accounts in your Salesforce environment.

Then click on Save.

<apex:page standardController="Account" showHeader="false">

<apex:iframe src="https://discover.goava.com/companies/{!account.Organization_number__c}" scrolling="true" height="800"/>

</apex:page>
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Note: If you also want to place the Goava Dashboard on another object such as Lead or Opportunity you can use the same script but replacing Account with Lead where it’s being used.

Go to your Object Manager and then click on Account. When in the Account Object Manager select Lightning Record Pages in the left navigation bar, then select the Account Record Page and then click on Edit. This will take you to the Visual editor.

When in the visual edit click on the tabs and then click add tab.

Click on the new tab and add a custom label, for example Goava.

Now it’s time to the add the Visualforce page that we created earlier. Click on the newly added tab and then click Add components here and then select Visualforce.

Our personal preference is to uncheck the show label box to give it a cleaner look and increase the height to around 800px but feel free to set anything you like.

Then just Save your updated Account page in your top left corner and you’re done!