This plugin hasn’t been updated in over 2 years. It may no longer be maintained or supported and may have compatibility issues when used with more recent versions of WordPress.

Syntegrate Chart

Description

Syntegrate Chart is a new, powerful reporting tool that maximizes your Salesforce investment by allowing you to share your data easily via the web. Syntegrate Chart provides easy-to-use reporting and chart generation for any and all of your Salesforce objects.

Syntegrate Chart integrates seamlessly with WordPress, allowing you to create visually-appealing charts and graphs for your site with minimal time and effort. Syntegrate Chart integrates with Salesforce directly and securely, so you’ll never have to worry about your data being stored on any third-party databases. All your data, instantly available to those that need it.

We want to hear from you! Click here to visit our Syntegrate Chart homepage and let us know what you think.

You can learn more about the Syntegrate suite of products at syntegrate.it.

Screenshots

  • Bar chart
  • Pie chart
  • Admin interface

Installation

  1. Download the Syntegrate Chart plugin from the WordPress plugin directory
  2. Browse to your WordPress website’s admin page (typically {your website}/wordpress/wp-admin) and log in as an administrator
  3. Hover over ‘Plugins’ in the left-side navigation menu and click ‘Add New’
  4. Click the ‘Upload’ link underneath the page header ‘Install Plugins’
  5. Click ‘Choose File’, browse to the file downloaded in Step 1 and click ‘Install Now’
  6. Click ‘Activate Plugin’ to make the plugin available for use
  7. Hover over ‘Syntegrate Chart’ in the left-side navigation menu and click ‘Account Settings’
  8. Enter your Salesforce username, password and security token, then click ‘Save’
  9. Finally, hover over ‘Syntegrate Chart’ in the left-side navigation menu again and click ‘Add Chart’
  10. Once you’ve defined your chart, simply copy the shortcode listed just above the Chart Wizard tabs and place it wherever you’d like your chart to be displayed.

FAQ

What types of charts can you create with Syntegrate Chart?

You can create parts-of-a-whole charts like doughnut and pie charts, or x-y axis charts like bar, column, spline, line and bubble charts.

Do I need an additional Salesforce license to be able to use Syntegrate Chart?

Syntegrate Chart can connect to Salesforce using any existing Salesforce.com license. All you need is a username, password and security token and you’re in.

What type of Salesforce account do I need to use Syntegrate Chart?

Syntegrate Chart can create charts based on any of the data available to your Salesforce account. So, for example, if you use a Salesforce Platform account to connect, you won’t be able to create charts based off of opportunities or forecasts. Click here to learn more about the different types of Salesforce licenses.

Is there a limit to the number of reports I can run?

Syntegrate Chart connects to Salesforce.com via the Salesforce API (Application Programming Interface). Each Salesforce license is entitled to a certain number of API calls in a 24-hour period. Each refresh of a chart’s data would result in a single API call. Also, each modification of a chart’s source object would result in a call as well. Click here to learn more about Salesforce API usage limits.

Contributors & Developers

“Syntegrate Chart” is open source software. The following people have contributed to this plugin.

Changelog

1.0

  • First version of Syntegrate Chart.