Hello,
I was wondering if Sugar has a functionality similar to the Sites that Salesforce has: help.salesforce.com/.../articleView
As per my understanding, they can create web pages with useful information for their teams and publish it inside the Salesforce CRM. Does anyone knows about somethig similar in SugarCRM?
I appreciate any advise on this.
Regards,
Gabriela
Hi Gabriela Mantilla ,
I have created a number of 'webpages' hosted on one of our servers which I then use either in a dashlet (side pane & dashboards) or a field on a record to get that back into Sugar. I even made them look like the same fonts and things as sugar.
So, I create the html file, then upload this to a location on one of our webservers (our.server .com / sugar / folder / thefile . html)
Note: add our.server.com to your admin > Content Security Policy Settings:
https : // your-sugar-instance / #Administration /config /csp
Finally:
- for a Dashlet use the web page dashlet. I even made a tutorials dashboard with multiple video guides, how to's etc all in one place: inside Sugar.
- In a record Layout use the HTML field type. Which you can then do all sort of stuff inside of.
I have a good one that appears on lead lead layout IF the country is an ofac listed country - it even flashes a red banner! So nobody will process something for a country we are not allowed to deal with.
Another example of this I have a field in the account layout with an embeded instuctional how to video that users can play directly in the layout: (The html for this is an iframe)
Not sure this fully meets your needs - as you would need a server somewhere to host the files.
Hopefully interesting though. I am happy to share further examples if it will help.
Luke.
EDIT: looks like the salesforce sites exposes selected CRM dats to the outside world? That is a different thing to what I have explained above.
Sorry if I have described the total opposite of what you needed 
Hi Gabriela Mantilla ,
I have created a number of 'webpages' hosted on one of our servers which I then use either in a dashlet (side pane & dashboards) or a field on a record to get that back into Sugar. I even made them look like the same fonts and things as sugar.
So, I create the html file, then upload this to a location on one of our webservers (our.server .com / sugar / folder / thefile . html)
Note: add our.server.com to your admin > Content Security Policy Settings:
https : // your-sugar-instance / #Administration /config /csp
Finally:
- for a Dashlet use the web page dashlet. I even made a tutorials dashboard with multiple video guides, how to's etc all in one place: inside Sugar.
- In a record Layout use the HTML field type. Which you can then do all sort of stuff inside of.
I have a good one that appears on lead lead layout IF the country is an ofac listed country - it even flashes a red banner! So nobody will process something for a country we are not allowed to deal with.
Another example of this I have a field in the account layout with an embeded instuctional how to video that users can play directly in the layout: (The html for this is an iframe)
Not sure this fully meets your needs - as you would need a server somewhere to host the files.
Hopefully interesting though. I am happy to share further examples if it will help.
Luke.
EDIT: looks like the salesforce sites exposes selected CRM dats to the outside world? That is a different thing to what I have explained above.
Sorry if I have described the total opposite of what you needed
