Share Reports to Salesforce

ChurnZero enables seamless integration with Salesforce, allowing you to share Account/Contact profile previews, Snapshot AI briefs, Account Insights Reports, Renewal Hub Reports, and Custom Dashboards directly to Salesforce. 

Before You Begin

You’ll need an External Client App with the Canvas App enabled in Salesforce, which requires Admin access. This setup and authorization must be completed before you can share to Salesforce. 

• For more information: Set Up Your Salesforce External Client App

Create a Visualforce Page

1. In Salesforce, go to Setup > Visualforce Pages.
2. Click New.
3. Enter a Label (for example, ChurnZero Reports).
4. The Name field will auto-populate.
5. Select Available for Lightning Experience if applicable.
6. In the Visualforce Markup section, replace the default code with the following:

<apex:page>
<apex:canvasApp developerName="[nameofclientapp]"
width="100%" scrolling="yes" />
</apex:page>

7. Replace "[nameofclientapp]" with the Canvas App API Name.
8. Click Save.

Add the Visualforce Page to a Page Layout

Contacts and Accounts

For accounts, you can share profile previews, Snapshot AI briefs, and account insight reports. For contacts, you can show profile previews.  

The steps below walk through adding a new tab to an account or contact record page. You can add the Visualforce component to any section of an existing layout, including an existing tab or mid-layout, using the Lightning App Builder. Steps may vary slightly depending on your org's setup.

1. In Salesforce, open any Account (or Contact) record. 
2. Click the gear icon in the top right and select Edit Page. This opens the Lightning App Builder for that record page. 
3. In the center panel, click the tab bar (for example, where Related, Details, and News appear) to select it. 
4. In the right-hand Page > Tabs menu, click Add Tab. 
5. Change the Tab Label to Custom and enter a name (for example, ChurnZero). 
   • Salesforce may also ask you to choose a tab style before you can continue. 
6. Click Done.
7. Click the new tab to select it, then drag the Visualforce component from the left-hand Components list onto the tab (drop it where Add Component(s) Here is indicated). In the component properties on the right, configure:
   1. Label: Leave blank to default to the Visualforce page name, or enter a custom label.
   2. Visualforce Page Name: Select the Visualforce page you created.
   3. Height (in pixels): The default is 300, which adds a scrollbar. We recommend 800–1000px to start, and increasing if needed.
8. Click Save, then Activate the page if prompted.

Other Page Layouts

Custom Dashboards and Renewal Hub Reports display on non-account/contact layouts. For these, add the Visualforce page as a standalone tab in the Salesforce navigation.

1. In Salesforce, go to Setup.
2. In the Quick Find box, search for Tabs (or navigate to User Interface > Tabs).
3. Under Visualforce Tabs, click New.
4. Configure the new tab:
   • Visualforce Page: Select the Visualforce page you created.
   • Tab Label: The name users will see (for example, ChurnZero Dashboards).
   • Tab Name: Auto-populates from the Tab Label.
5. Click Next, then set which user Profiles should have visibility into the tab.
6. Click Next, then choose which Salesforce Apps should include the tab.
7. Click Save.

The new non-account/contact tab will appear in the Salesforce navigation for the profiles and apps you selected. Users may need to add the tab to their navigation bar to make it visible in their view.

You can reuse the same Visualforce page across multiple layouts and tabs. The content displayed is determined automatically based on context of it being located on an account or contact record or not.

To display a single report on its own for an account or non-account report, create a separate Visualforce page and add it to the desired layout or tab. This allows ChurnZero admin users to use the 'Set To This Report' button to pin a specific account/contact report or global report to that Visualforce page, ensuring all users are only seeing that one report in that one location or context. To return to viewing all reports, the ChurnZero admin user can clear this setting at any time.

Share Reports to Salesforce

1. In ChurnZero, open the report or dashboard you want to share.
2. Click Share.
3. Select Salesforce.
4. Toggle sharing On.

Reports appear in Salesforce based on where the Visualforce page is added.

Troubleshooting: Reports Not Appearing

If reports are not appearing in Salesforce, check the following:

• The Salesforce integration is authorized
• The Canvas App is enabled
• The Visualforce page includes the correct Canvas App API Name
• The Visualforce page is added to a page layout
• The report is shared to Salesforce
• You have appropriate access permissions

If the issue persists, contact ChurnZero Support.