Embedding Soapbox Engage administrator into Salesforce

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Want one place to go to for all your Soapbox Engage and Salesforce goodness?  No problem, we've got you covered.  This simple tutorial will outline how easy it is to embed your Soapbox Engage administrator directly with your Salesforce.com user interface.

  1. Login to Salesforce.com
  2. Go to Setup > Create > Tabs
  3. On the Custom Tabs page, in the Web Tabs section, click the New button
  4. On the page "Step 1. Choose Tab Layout", choose the "Full page width" option, and click the Next button
  5. On the page "Step 2. Define Content and Display Properties" choose the following options

    Tab Type: URL
    Tab Label: Soapbox Engage
    Tab Name: Soapbox_Engage
    Tab Style:  (choose whichever color/icon to represent this tab)
    Content Frame Height (pixels): 1500

    Click the Next button after you've finished entering in all the above details. 
  6. On the page titled "Step 3. Enter the URL Details" under the "Button or Link URL" section, enter in the URL to your Soapbox Engage administrator (i.e. http://myorg.nonprofitsoapbox.com/administrator, replacing "myorg" with your prefix). Click the Next button.
  7. On the page titled "Step 4. Add to Profiles", choose which Salesforce profiles should have access to seeing this tab.  For quick setup, we recommend simply choosing "Apply one tab visibility to all profiles" and "Default On".  Click the Next button when finished.
  8. On the page titled "Step 5. Add to Custom Apps", choose which Salesforce apps should have this tab included.  For quick setup, we recommend simply choosing all of the apps.  Click the Save button.
That's it!  Now, you'll find a new tab in your Salesforce navigation bar called Soapbox Engage, which when you click on it, will give you direct access to your Soapbox Engage administrator without having to leave Salesforce!
 
Update: If you have completed the above steps, but see a blank page when you load the new tab, this is because of the way browsers now handle security for cross-domain embedding.
 
Your Salesforce page is using the secure "HTTPS" protocol.  Browsers no longer automatically allow a page loaded with "HTTPS" to load a page from a different site into an iframe.  Because of this, your browser won't display the Soapbox page without some additional tweaking:
 
If Firefox: In the upper left where you see the green packlock, there will be an exclamation point to the left of it.

1) Click that exclamation point
2) Click the right-pointing arrow
3) Click "Disable Protection For Now"

In Chrome:

  1. Click the shield icon in the far right of the address bar.
  2. In the pop-up window, click Load anyway or Load unsafe script (depending on your Chrome version).

Is Safari:

Safari does not show a warning for normal mixed content websites. However, select site options (such as forms) may trigger a warning. If this is applicable to your operating system and version of Safari, use the steps below for configuration options.

  1. Open the Preferences dialog by selecting "Preferences" from the "Safari" menu
  2. Select the "Security" icon near the top of the dialog.
  3. Ensure that the "Ask before sending a non-secure form to a secure website" option is unchecked.

The above should allow you to view the Soapbox Administrator in your newly created Salesforce tab.  If you still can't see it, it may be due to plugins that you've installed in your browser.  Removing these one-by-one should help you to identify which one is keeping the iframe content from displaying properly.

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