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How do I add Nanorep widget to Salesforce?

Adding Nanorep widget to Salesforce is simple. You can watch the step-by-step video below (recommended to watch on full screen):

Alternatively you can follow the steps below:

 

1. Get the Nanorep Support Center widget code.

2. Login to your Saleforce, make sure you have admin privileges.
 
3. Click on "Setup":
 
Inline image 1
 
4. Click on Develop-->Pages-->New
 
Inline image 2
 
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. Click on "Save".
 
10. Click on Customize-->Accounts-->Page layouts
 
Inline image 3
 
11. Edit the relevant layout
 
Inline image 4
 
12. Drag the "section" button to the relevant position.
 
Inline image 5
 
13. Enter the section properties as follows:
 
Inline image 6
 
 
14. Select "Visualforce Pages"
 
Inline image 7
 
15. Drag the "Nanorep accounts" element to the newly created section and release the mouse button.
 
Inline image 8
 
16. Click on "Properties" in the new page section and enter the properties according to the screenshot below:
 
Inline image 11
 
 
 
Inline image 9
 
17. Save the changes.
 
The final result should be similar to the image below: