• I’m working with a client that is using the Customer Area plug in and they need to pull in read-only reports form Salesforce.com into some of their customer areas. Is there a plug-in or add-on that you would recommend? Or would this be custom development work?

    They also have an existing interface so that their clients can submit trouble tickets to Salesforce.com and they want to embed that code into the customer areas so their clients have a one-stop shop.

    https://wordpress.org/plugins/customer-area/

Viewing 2 replies - 1 through 2 (of 2 total)
  • We currently do not have any salesforce integration. If you manage to build that and/or find something that would work directly, we would be happy to allow you selling that on the add-on shop.

    One possibility could be to find a plugin based on shortcodes. Then you could easily build something.

    Let me know if you find something that could work.

    jackramer – did you find any sort of solution to pull in reports?

Viewing 2 replies - 1 through 2 (of 2 total)
  • The topic ‘Need to pull in Salesforce.com reports to Customer Area sites’ is closed to new replies.