Add the Salesforce domains to the App Embedding Allow-list

To allow Salesforce to embed Medallia Web reporting pages:

1. In Medallia Web reporting Setup, go to Integrations > Data Exports > App Embedding Allow-lists screen.

2. Add these domains to the allow-list:

   force.com
   salesforce.com
   [SSO IDP PROVIDER]

   Important: When the company is using Single Sign-On, include the IdP provider in the list. See Single sign-on (SSO) for information about IdP.

3. Click Save.

For more information, see Embedding Medallia Web reporting in an iframe.

Create the Salesforce page with the iframe

Create the iframe

1. Open the Salesforce Setup user interface.

   • Access the Setup menu in the upper-right part of the screen from either the drop-down menu under your name or as a top-level setup link.

2. Create a Visualforce page.

   • Either navigate to Develop > Pages, or in the Quick Find box, enter and select Visualforce pages.

   • Click New.

3. Provide a label and name per you company convention.

4. In the page editor, paste this code:

   <apex:page>
    <apex:iframe src="[URL TO MEDALLIA WEB PAGE]" referrerpolicy="origin" scrolling="true" height="2400" />
   </apex:page>
   

   The src URL must be qualified with the HTTP protocol (like https://). It may point to the sign-in page, or deep-link to a specific report. If Single sign-on (SSO) is enabled, the report will show up in the page without requiring the user to sign-in first. For example, to open the dashboard home for the user's default role, use this URL:

   https://example.medallia.com/company/homepage.do"

   referrerpolicy controls how much referrer information (sent via the Referer header) should be included with requests. For a description of the policy options, see https://developer.mozilla.org/en-US/docs/Web/HTTP/Headers/Referrer-Policy. Any policy option is acceptable except 'no-referrer', because that prevents framing.

5. Click Save.

Create the Salesforce tab to show the page

1. Create a Visualforce tab.

   • Either navigate to Create > Tabs, or in the Quick Find box, enter and select Tabs.

   • Click New.

2. For the Custom Object to display, select iframe you created above.

3. Define these properties:

   • Label and name per you company convention.

   • Tab style/color scheme.

   • Opitional description.

4. Click Next. For the remainder of the screens, accept the default values.

5. Click Save.