Installing the Drift Salesforce iFrame allows Salesforce users to view account interactions in Drift without having to leave Salesforce, even if the rep doesn’t have a Drift seat themselves

Billing Plan: The Drift Salesforce IFrame is available on the Premium, Advanced, and Enterprise plans. The IFrame is available to all reps within an organizations SFDC instance, not just those with Drift licenses.

Intended Audience:

• Admin

In this article, we'll go over:

• Connect The Salesforce Integration In Drift
• Install New Drift For Salesforce Package
• Add Drift Component To Account Page
• Troubleshooting

 

Connect The Salesforce Integration In Drift

Go to the Integrations page in Drift. If you don’t see ‘Connected’ next to the Salesforce integration, follow the instructions in our Help Center on how to get connected.

Install New Drift For Salesforce Package

Navigate to the package install link and log into your Salesforce account. Check the package details which should be the Version Number 1.9..

Installation link: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000FguvjUAB&tab=e

You can allow access to our API endpoints from this page. This is how we know what information to show you.

Follow the Install instructions. Make sure Administrator Permissions are set to the Salesforce admin and the Lightning Components Permissions are given to the Salesforce users that are using the iframe and click ‘Start sync’ to make sure data is syncing with Salesforce. Click ‘Done’ when set.

Success! You should see ‘Drift for Salesforce’ listed under your installed Packages.

 

Add Drift Component To Account Page

In Salesforce, go to the Account Record Page that you want to edit.

In the Setup icon, go to Edit page to get to the Lightning App Builder where you can update the Account Record layout.

In the list of components, scroll down to the ‘Drift for Salesforce’ component. 

 

Drag the component to where you want it on your layout. Click ‘Save’ and activate the layout.

 

That’s it! The Drift component should now be present on your Account Record page.

Check out the two screenshots below to see what it will look like once data starts flowing in.

Troubleshooting

• Missing Panel - If you don’t see the panel at all, it might mean your account hasn’t been active on your website yet.
• Insufficient Privileges - You need to have set the right permissions to upgrade the Drift Salesforce app. In Salesforce Setup, go to Users > Permission Sets > Drift for Salesforce Permission Set > Administrator and click Manage Assignments and assign this permission set to a user managing the app installation.

Account not connected - If you see an error message that says‘Account not connected’, make sure that your Salesforce integration is connected in Drift.

• Apex Access - If some Salesforce users can see the widget but others cannot, you may need to give access to the Apex class to the right user. Inside the Setup page, you can do that by going to Settings > Apex Classes > DriftIframeController > Security > Select profiles