CRM Analytics Integration

QuoteX allows you to seamlessly 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.

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:

Accessing BYOF component ex. CRMA Dasboard in QuoteX

You can access your BYOF feature ex. CRMA Dasboard for Quote from the Navigation Menu within QuoteX Application. Here's a step-by-step guide:

• Navigate to the Any Quote Record.
• Locate the component ex. CRMA Dashboard in the Navigation Menu.
• Click Menu Item to Load and View BYOF Component. ex. CRMA Dashboard

Example screenshot:

How to Set Up and Configure the BYOF Component

Setting up BYOF to display your Component, ex. CRMA dashboard is quick and easy:

• 1. Navigate to Setup in Salesforce.
• 2. In the Quick Find box, search for Custom Metadata Types.
• 3. Locate and select PSC Extensible Navigation Item from the list of available custom metadata types.
• 4. Click on Manage Records.
• 5. Create a new record:
  • Set the Name to represent your CRMA Dashboard.
  • Specify the Aura Component Name that you built for embedding the dashboard.

Example screenshot:

How to Create the Custom Aura Component for BYOF in QuoteX

If you want to use BYOF functionality , here's an example of the aura component code you can use to embed your feature ex. 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">

      <p class="slds-p-left_small slds-p-right_small">

         <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 properties like parentGlobalId and isPresentMode in your BYOF component to ensure proper functionality.
• Required Events:
  • Register events such as showHideApplicationSpinner for enhanced user interaction. Implementing the init handler is mandatory for any BYOF component.
• Example Code Guidance:
  • The provided code is an example. Analyze and adapt it to fit your specific requirements and use case.
• CRMA Dashboard Integration:
  • Ensure that your CRMA Dashboard is correctly created and configured to work seamlessly with your custom BYOF component.
• Quote Record Context:
  • Design your component to integrate smoothly with the parent Quote record, ensuring relevant data is displayed dynamically.
• Access and Permissions:
  • Permissions for viewing, sharing, and other actions are controlled by the subscriber or the creator of the component. Ensure these are properly configured to meet your needs.

Who Can You 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?

• Increased Productivity: Eliminate the need to switch between applications.
• Custom Insights: Embed dashboards tailored to your organization's data needs.
• Flexibility: Use it to integrate other custom features like KPIs, calculators, or external services.