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nanorep Interfaces

How do I add a Nanorep widget to Salesforce?

Watch this step-by-step video:

Or follow these steps:

  1. Get the Nanorep Support Center widget code.
  2. Using admin privileges, log in to Saleforce.
  3. In Salesforce, click Setup.
  4. Click Develop > Pages > New.
  5. Enter the label & name.
  6. Paste the Nanorep code to the apex tag.
  7. Modify the code to have width of "100%" and height of 400px.
  8. Add an attribute to the apex tab, as follows: <apex:page standardController="account">
  9. Save your changes.
  10. Click Customize > Accounts > Page layouts and edit the relevant layout.
  11. Drag the section button to the relevant position.
  12. Enter the section properties.
  13. Select Visualforce Pages.
  14. Drag the Nanorep accounts element to the newly created section and release the mouse button.
  15. Click on Properties in the new page section and enter the section properties.
  16. Save your changes.