Adam - Use case:In Salesforce I have a LeadId ...
Use case:
In Salesforce I have a LeadId (e.g., 1234)
I want the Liveboard to only show metrics for that Lead (Last login time, # of logins, credits used, etc.)
Right now the Liveboard renders fine in Salesforce, but it shows values for all leads (I'd expect to see one row, but I see them all).
What I’m trying to figure out:
Can I pass the Salesforce LeadId into a specific Liveboard filter via the Thoughtpot lightning page component (so the Liveboard loads already filtered)?
If that’s not possible with the LWC embed approach, what’s the recommended pattern to achieve this? iFrame?
Should I build something custom (e.g., query the data and render it myself), or is there a standard ThoughtSpot embedding setup for “record context” in Salesforce?
Any pointers, examples, or best practices would be hugely appreciated. Thanks
In Salesforce I have a LeadId (e.g., 1234)
I want the Liveboard to only show metrics for that Lead (Last login time, # of logins, credits used, etc.)
Right now the Liveboard renders fine in Salesforce, but it shows values for all leads (I'd expect to see one row, but I see them all).
What I’m trying to figure out:
Can I pass the Salesforce LeadId into a specific Liveboard filter via the Thoughtpot lightning page component (so the Liveboard loads already filtered)?
If that’s not possible with the LWC embed approach, what’s the recommended pattern to achieve this? iFrame?
Should I build something custom (e.g., query the data and render it myself), or is there a standard ThoughtSpot embedding setup for “record context” in Salesforce?
Any pointers, examples, or best practices would be hugely appreciated. Thanks
