OBIEE Integration with Salesforce.com – Part 4 Embed OBIEE to SFDC

OBIEE Integration with Salesforce.com

  1. Part 1 Setting Up SFDC
  2. Part 2 Setting Up ODBC Driver
  3. Part 3 Creating Your First Answers (Analysis) Report
  4. Part 4 Embed OBIEE to SFDC

From Part 3, you should have prepared everything from OBIEE side. There are 3 ways for us to embed OBIEE to Salesforce.com but 99% of the time, you would only use 2 of them hence I will teach the 2 different ways.

  1. Web Tabs – A basic tab in Salesforce.com which will embed the OBIEE
  2. VisualForce Page – A custom page within any Salesforce.com page.

O, but wait, there’s more to configure within OBIEE before we continue. For OBIEE to be displayed on Salesforce.com, there are 2 requirements from Salesforce.com

  1. SSL Enabled – In OBIEE, enable SSL through Weblogic but I will not go through this. There are many resources in the web which will walk you through this. Some reference sites: OBIEE SSL Oracle Documentation, Another Oracle OBIEE SSL DocumentationDebashis Blog Post. Yeah, I hope Debashis would update to a newer version too.
  2. Enable iFrame in OBIEE – which is quite simple and I will go through this here.

I would also suggest you to enable HTML5 if you are on 11.1.1.9 and if you are still on 11.1.1.7 then turn on PNG instead of Flash charts, for more information on how to do this, click here.

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OBIEE Integration with Salesforce.com – Part 3 Creating Your First Answers (Analysis) Report

OBIEE Integration with Salesforce.com

  1. Part 1 Setting Up SFDC
  2. Part 2 Setting Up ODBC Driver
  3. Part 3 Creating Your First Answers (Analysis) Report
  4. Part 4 Embed OBIEE to SFDC

Continuing from Part 2, we will import Objects to the RPD. For demonstration purposes, I will keep this as simple as possible. I will also not go through details of how to build hierarchies or other RPD related issues. I will rather go through specific best practices for SFDC as a data source.

In this tutorial, I will use Salesforce Developer Edition, a free edition for developers, to demonstrate how to create the below report. You can sign up for it here: https://developer.salesforce.com/signup

OBIEE_Campaign

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