Challenge

Is there a way to simplify the process for users to access and manage bookings in external systems from ADvendio? Specifically, the process should be based on the Media Campaign or Campaign Items that are selected. It would be optimal if users could interact with an external system without having to manually search for specific bookings. Is there a solution that will allow users to handle everything themselves with ease?

Solution

The goal is to make it easy for users to access external systems bookings through ADvendio by selecting a Media Campaign or Campaign Item. (We are using Broadsign as a use case example here). This will enable users to perform tasks that aren't available within ADvendio.

Enabling iFrames for Internal Websites

If you intend to display an external website within Salesforce using an iFrame, you must grant explicit permission. Here are the steps:

• Go to Setup and search for "CSP Trusted Sites" under Home in the "Quick Search" bar.

• Create a new trusted site by selecting "Create New View."

• Fill in the required information across Steps 1-4:

  • Step 1: Enter View Name

  • Step 2: Specify Filter Criteria

  • Step 3: Select Fields to Display

  • Step 4: Restrict Visibility

• For Broadsign, you might see similar info being filled:

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• After activating the domain in CSP Trusted Sites, you can proceed to input the URL into the testing component.

External System URL Components

We offer two distinct components designed to incorporate iFrames:

Component 1

Is called externalSystemUrlCell. This component comes into play when you introduce the "external_system_url" field path within the tabs and columns of ItemConfiguration tabs and columns.

This will display the component in the Campaign Builder:

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Component 2

The second component called externalSystemUrl, plays an important role in this integration. It is responsible for displaying the URL generated through the urlFieldpath configuration within the designated feature setting named ExternalSystemURL. This component can be added to a layout, enhancing user interaction and accessibility.

Important to note that the proper functioning of this component needs a valid Campaign Item ID, ensuring the smooth integration between ADvendio and external systems.

Both of these components require a specific feature setting to be properly configured in order for the iFrame integration to function properly. Please ensure the below values are incorporated:

Things to Consider When Using windows.open

An alternative and more direct approach is to use the windows.open method for implementation. This involves calling the windows.open function and passing additional parameters such as:

Upon clicking the "Windows Open" button, the specified URL from the input will be opened, appearing as a pop-up window with the defined dimensions.

However, it's important to be aware of potential security concerns:

Salesforce official documentation LWS Distortion Viewer - Salesforce Lightning Component Library highlights security concerns related to the use of windows.open method. Specifically, it warns that the method could potentially allow a user to open any URL, including URLs containing malicious code. As a result, Salesforce takes precautions to distort or modify the behaviour of the windows object to prevent any unintended or harmful actions from occurring.

Once you have successfully logged into the system, whether you choose to use the iFrame or windows.open method to open external content such as Broadsign. The session within Broadsign remains active.

Possible challenges

It is not unusual to encounter further challenges. You may come across the following problems:

Challenge 1

One potential challenge is the need for explicit permission within the sandbox input to ensure proper iFrame functionality. Failure to provide this permission, such as leaving the sandbox input empty, can result in the following console error:

Challenge 2

However, upon adding the 'allow-scripts' permission, a new issue may arise. You might encounter the following error:

Once this step is taken, the iFrame functionality should be fully restored.

The sandbox input provides the flexibility to dynamically incorporate sandbox permissions based on the specific requirements of external websites for better functionality.

Setup

Possible iFrame modifications

You can customize the behaviour of the iframe by adjusting the following settings:

1. Resize the iframe to your desired dimensions.

2. Specify a different URL for the content to be loaded.

3. Set the referrer policy, controlling how the original page's URL is disclosed.

4. Utilize the sandbox attribute to establish a secure browsing context for the content.