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Sugar External Content Dashlet with Act-On

by Christian Wettre on March 18, 2015

3 minute read

Here at W-Systems, we are continuously polishing our Sugar dashboards and we are looking for new ways to visualize our information. While Sugar has a lot of dashlet types to pick from, sometimes the information we want to show is not natively residing in Sugar.

To embed such external information into a dashlet we have created a new dashlet type called an External Content dashlet. The new dashlet can handle two types of external content:

  1. iFrame Content
  2. Embed Code Content

iFrame Content is simply an external website running inside a frame in Sugar. We configure the dashlet with the URL of the external page and the vertical size we wish to default to.

Embed Content is a snippet of HTML code that will generate a rendering of content from an external service. For instance from Business Intelligence tools such as Klipfolio can publish their charts as embedded code which we, in turn, can embed in Sugar.

Here is a simple example of how we embedded our Act-On website prospector page into our Sugar marketing dashboard to show real-time web traffic on our W-Systems web site without having to leave SugarCRM.

To generate the needed URL for this web prospector page from Act-On, visit the Act-On Inbound menu, Select ‘Web Prospector’, press the top right ‘More’ button and then the ‘Public URL’ option.

If you are a developer and would like to learn how to build Sugar custom dashlets, you can view a developer tutorial on this subject on SugarCRM’s Learning Portal.

Take a look at some of the projects and integrations that we have done for our customers. If you are interested in learning more or having W-Systems work on a custom solution for your company, please contact us.