CRM Analytics Integration

Published on February 8, 2026 QuoteX

Embed CRMA Dashboards in QuoteX with BYOF

QuoteX lets you enhance your quoting experience by embedding your CRM Analytics (CRMA) dashboards directly within the application. With the Bring Your Own Feature (BYOF) capability, you can integrate custom features, like CRMA dashboards, and tailor QuoteX to your unique needs.

Who is this for? Salesforce admins who configure the QuoteX managed package and developers who build the Aura component for the embedded feature.

What Does It Look Like After Embedding?

With BYOF, your CRMA dashboard becomes an integral part of the QuoteX interface, providing instant access to visual insights without switching applications.

Example screenshot: a CRMA dashboard embedded in QuoteX.

Accessing the BYOF Component (e.g., CRMA Dashboard) in QuoteX

You can access your BYOF feature, such as a CRMA dashboard for a quote, from the Navigation Menu within the QuoteX application:

Navigate to any Quote record.
Locate the component (e.g., CRMA Dashboard) in the Navigation Menu.
Click the menu item to load and view the BYOF component.

Example screenshot: BYOF item in the QuoteX navigation menu.

How to Set Up and Configure the BYOF Component

Setting up BYOF to display your component, such as a CRMA dashboard, is quick and easy:

Navigate to Setup in Salesforce.
In the Quick Find box, search for Custom Metadata Types.
Locate and select PSC Extensible Navigation Item from the list.
Click Manage Records.
Create a new record:
Set the Name to represent your CRMA dashboard.
Specify the Aura Component Name of the component you built to embed the dashboard.

Example screenshot: PSC Extensible Navigation Item record.

Admin access required: Only admins can add and configure BYOF components in the QuoteX managed package setup attributes.

How to Create the Custom Aura Component for BYOF in QuoteX

To use BYOF, you can start from this example Aura component that embeds a CRMA dashboard.

Aura.cmp

<aura:component implements="force:hasRecordId" access="global">

<aura:attribute name="parentGlobalId" type="String" access="global" default=""/>

<aura:attribute access="global" name="isPresentMode" type="boolean" />

<aura:registerEvent name="showHideApplicationSpinner" access="global" type="psce:PSC_ShowHideSpinnerEvt"/>

<aura:handler name="init" value="{!this}" action="{!c.doInit}"/>

<lightning:card title="CRMA Dashboard For This Quote">

<wave:waveDashboard

developerName="0FKGB000000Epa84AC"

hideOnError="true"

recordId="{!v.recordId}"

height="800"

showSharing="true"

showTitle="false"

showHeader="false"

openLinksInNewWindow="false"

openLocation="OPEN_IN_TAB"

</p>

</lightning:card>

</aura:component>

Auracontroller.js

({

doInit : function(component, event, helper) {

var showHideSpinner = component.getEvent('showHideApplicationSpinner');

showHideSpinner.setParams({

'showSpinner' : false

});

showHideSpinner.fire();

}

})

Key Notes

Mandatory properties: Include parentGlobalId and isPresentMode in your BYOF component to ensure proper functionality.
Required events: Register events such as showHideApplicationSpinner. Implementing the init handler is mandatory for any BYOF component.
Example code guidance: The code above is an example. Analyze and adapt it to your specific requirements and use case.
CRMA dashboard integration: Ensure your CRMA dashboard is correctly created and configured to work with your custom BYOF component.
Quote record context: Design your component to integrate with the parent Quote record so relevant data displays dynamically.
Access and permissions: Permissions for viewing, sharing and other actions are controlled by the subscriber or the creator of the component. Ensure they meet your needs.

Who Can Set Up This Feature?

Admin access required: Only admins can add and configure BYOF components in the QuoteX managed package setup attributes.
Flexibility: BYOF is not limited to CRMA dashboards. You can integrate other Salesforce features or even external content.

Why Use BYOF in QuoteX?

Benefit	What it means for you
Increased productivity	Eliminate the need to switch between applications.
Custom insights	Embed dashboards tailored to your organization's data needs.
Flexibility	Integrate other custom features like KPIs, calculators or external services.

Knowledge Article Number: KA-00035