How to Embed Custom Objects Into Your Dashboard

Dashboard, Custom Widgets No Comments

Benefits of Embedding Custom Objects

Before diving into the step-by-step process, let’s explore the primary benefits of utilizing this new feature:

  • Dynamic Dashboards: By embedding live integrations, your dashboard becomes a real-time business hub, offering immediate access to essential data and content.
  • Effortless Integration: Embed a wide range of objects, including social media posts and presentations, directly into your dashboard. This eliminates the need for toggling between multiple platforms, thereby enhancing productivity.
  • Customizable Widgets: Tailor your dashboard by adding diverse content, from Instagram posts to Google Docs. This customization ensures a versatile and enriched user experience that aligns with your business needs.

Step-by-Step Guide to Embedding Content

Follow these simple steps to start embedding custom objects into your CRM dashboard:

Access the Dashboard: Navigate to the Dashboard Tab from the left-hand menu and click on the edit button to enter the customization mode.

Add a Widget: Click on the “Add widget” button to initiate the embedding process.Image

Select Object Type: Navigate to the Objects tab and select “Embed” to proceed with embedding an online object.Image

Title Your Widget: Input a title for your widget (e.g., “Awesome Title”) to easily identify it on your dashboard.

Choose Embed Type:

  • For embedding a specific URL, select “URL” in the “Type” section and ensure the URL is fully qualified.
  • If embedding content that provides iframe code, choose “IFRAME” as the type and paste the code in the provided text box.

Image

Optional Settings: You may choose to hide the widget title for a cleaner look by selecting “Hide Title” in the advanced settings.

Save Your Widget: Click “Save” to apply the changes and add your new widget to the dashboard.Image

View Your Dashboard: The newly added widget will now be visible on your dashboard, integrating the selected online content seamlessly.Image

Troubleshooting and FAQs

Q: What if my embedded content doesn’t display correctly?

  • A: Ensure the URL is fully qualified and correct. If using iframe, verify the code is accurate and complete.

Q: Can I embed content from any website?

  • A: While many websites support embedding through IFrames, some might restrict it due to security policies. Always check the source website’s embedding policies.

Q: How many widgets can I add to my dashboard?

  • A: The number of widgets you can add may vary depending on your CRM plan. Refer to your plan details or contact support for more information.