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With the Salesforce app inside Fugo CMS, you can securely connect your digital signage to your Salesforce account and display dashboards on screens across your workplace without ever leaving your desk.

And you don’t have to worry about exposing sensitive business data. Unlike solutions that require storing Salesforce credentials on external devices or generating publicly accessible URLs, Fugo keeps your information secure.

Fugo’s integration works differently. Your login credentials are encrypted and stored on a private cloud server. Fugo then logs into Salesforce in the cloud, captures an encrypted screenshot of your dashboard, and sends it to the Fugo player app on your device. This ensures your dashboard appears on screen without direct data exposure. You can set the refresh interval to keep your dashboards up to date.

We’ll get to the walkthrough in just a second - but first, let’s go over a couple of best practices that we recommend following whenever you’re connecting any third-party dashboard service with your Fugo CMS account:

1. Create a service account:

To ensure the utmost security for your sensitive data, we recommend setting up a 'least privileged' service account in your Salesforce account. This typically means using an account with read-only permissions for the dashboards you want to display.

Using a service account not only enhances security but also prevents potential interruptions in your account like unexpected logouts or excessive security notifications. Additionally, full-access user accounts often come with associated phone numbers, which gets in the way of Fugo's authorization process.

You can read more about how to set up a service account with Google here.

2. Have your dashboard URL(s) handy

You'll need the URL of your specific dashboard that you want to display on screen ready when you start the process of capturing it with Fugo. Copy that URL and have it ready to paste into Fugo.

3. Set your Salesforce password expiration policy to "Never expires"

You may notice that your dashboard fails to capture when you are prompted by Salesforce to change your password - this is because Fugo can not bypass this prompt.

If frequently expiring passwords are an issue blocking the stability of your TV dashboards in Fugo, you may want to update your password expiration policy so that your password never expires - this way you can avoid having to recapture your dashboards in Fugo after each time you've changed your password. You can find Salesforce's instructions for that in this guide.

For Fugo to access your Salesforce dashboard in a secure, stable way, you'll require a Secret Key from your login service provider to input during your dashboard configuration.

This Secret Key is an alphanumeric code that essentially allows Fugo to act as a trusted user to access your dashboard.

The Secret Key that you generate from following the appropriate 2FA instructions from the options below will be used later in the dashboard setup process (for the sake of this guide, step 7 in the next section.)

How you'll get your secret key depends on how you log into Salesforce:

If you use SSO to log into Salesforce, you'll get your secret key from your provider.

Below are the currently supported providers with links to our instructions for getting the Secret Key from them:

If you don't use an SSO service like Google or Microsoft to log into Salesforce, then you'll get your Secret Key by setting up a Time-based One Time Password (TOTP) authenticator app for your Salesforce service account.

Here's how to do that:

1. Open your profile settings.

2. Go to Advanced User Details under My Personal Information.

​3. Go to App Registration: One-Time Password Authenticator and click Connect.

4. Now you need to verify your identity in order to connect a one-time password generator: At this stage you should receive a verification code in your email. Enter the code and click Verify.

5. Follow the instructions on the next page to complete the authenticator app setup. Click on the I can't Scan the QR Code link in order to get the Secret Key.

6. On the final page you will see the Secret Key. First, copy and securely save the key somewhere. This is very important because you'll need it later to finish configuring your dashboard in Fugo. (Ours has been redacted in the screenshot.)

7. Now, you'll need to enter the Secret Key into an authenticator app in order to get the Verification code for the next step.

We've used Step Two for the purpose of this guide, but any authenticator app should work. You'll need to set up your Salesforce account manually, since you won't be scanning a QR code.

8. Paste your Secret Key into your authenticator app and save your account.

9. This will generate a verification code.

10. Enter the code generated by your newly set up authenticator app into the corresponding field in the Salesforce pop up.

This should complete the authentication app connection setup! Now, you're ready to configure your dashboard in Fugo.

With your secret key saved, you're ready to connect your dashboard in Fugo!

1. Log into your Fugo Account. If you don’t have an account yet, you can start your 14-day free trial here.

2. Click Dashboards in the top navigation bar to go to your Dashboard library. If you have not created any dashboards yet, this page will be empty.

Click Create Dashboard to get started.

3. This will launch a New Dashboard window.

4. Select the Salesforce app.

5. First, you’ll need to enter the URL of your dashboard in the URL field.

6. You'll be prompted to log in to Salesforce. Choose your preferred login method & continue as prompted:

7. After you have selected your log in method, enter the corresponding Username, Password & Secret key.

8. When all your credentials have been entered, click Create.

9. You’ll see a “loading” screen while Fugo logs into your Salesforce account and captures a preview of your dashboard.

This can take some time, so don't sweat it if it takes a minute or two!

10. Viola! Your dashboard preview will appear in the app window.

11. Click Save to save your dashboard.

12. Your dashboard will now be saved in your Dashboards library. By default, we'll set its refresh interval to once per day.

From here, you've got a couple of options:

For directions on publishing your dashboard, jump down to this section.

For directions on customizing your dashboard in the Design Studio, continue to the next section.

Not all dashboards are necessarily screen ready or "screen friendly" as we say at Fugo. Some may be quite long, have several small elements that aren't visible from a distance, or overwhelm the viewer with too much data at once.

You can use the cropping tool in Fugo's Design Studio to crop dashboards into more digestible pieces or otherwise satisfy your requirement for displaying it nicely on screen.

This video breaks down your options in detail 👇

In short, you'll need to:

A few ideas of customizations you may want to make are:

You'll find all your saved dashboards in your Dashboards library:

If you want to get a dashboard on screen right away, you'll need to add it to a playlist.

1. Navigate to the Playlists page in the top navigation bar. Click Create Playlist.

2. After naming the playlist & choosing the screens it will display on, you'll pick your dashboard from the Dashboards tab of the content picker.

Your dashboard is now added to your playlist, ready to be published right away or scheduled for a certain day or time using the scheduler.

To add another dashboard to this playlist, click Add More Content and repeat your steps to connect another dashboard URL.

To change your dashboard's duration - that is, how long it will display within a playlist of multiple content items - edit the duration field (in seconds).

Clicking on your dashboard in the library will open it in the dashboard editor.

From here you can:

If you have any additional questions or feedback on your dashboard setup, please feel free to reach out to our support team at support@fugo.ai. We’re always happy and quick to help!

You can also book in a dashboard support call with our engineering team here if you need some help getting your dashboards set up.

Happy publishing!