Last Updated:
June 16, 2021
by
Jesse Langstaff
| Version: 13
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The Search Opportunities Integrations widget provides a portal into your Salesforce environment, allowing you to search for existing opportunities in your Salesforce instance, and view any notes, attachments or activities associated with it.
The Salesforce integration widgets provide many of the features available in the Salesforce web interface:
The primary feature of this widget is a search bar in which you can enter opportunity names. It will return a quick result which you can select to open the notes, attachments, and activities associated with that opportunity
Selecting an opportunity will display a list of activities with the same features and options available in the Salesforce Activities widget.
Selecting an opportunity will display a list of activities with the same features and options available in the Salesforce Notes and Attachments widget.
Salesforce integration widgets require CORS to be enabled in your Salesforce instance. To enable CORS, see Salesforce - Enabling CORS.
Add an Integrations widget to your page.
Edit the widget and select the Search Opportunities option from the list.
Enter the full URL for your Salesforce instance. Ex. https://na34.salesforce.com
Use the dropdown to select whether you are connecting to a production or sandbox instance of Salesforce.
Selecting Advanced Options will expand a list of additional features.