Salesforce Integration Link/Button on user page

We’ll, now that we have the integration working 😉 I’d  say links to both. Sometimes I want more info on the user, other times on the account. 

@daniel.boon,
I agree with @Scott Baldwin that both would be preferable, but honestly, if it can get rolled out with just one of the two (maybe preference for customer over account) at the beginning that would work for us. 
Thanks for keeping us updated!

Hey all, here’s a concept that we’re investigating into recently and we’d love to hear your feedback.

Goal: make it easy to get contextual information from Salesforce about a community member.

Solution: with Salesforce integration, you can see the Salesforce Account and Contact link in the Control > User profile page. 

Who can see this information: moderators and above, or users with the user custom user role permission.

# 1 - Buttons

#2 - Salesforce information section

Questions:

1. What is the most convenient location for you to see these information? 
2. Is the UI clear enough? 

Hey @Ilan B @CommunityKaila @adam.ballhaussen @Scott Baldwin, thanks for sharing or giving input on this idea. Would you like to give your opinions on the solutions above? Thanks a lot 

@xiaoyu-shen I prefer option #1 if inSided doesn’t plan to add any additional info/functionality. The buttons make sense there and feel cleaner. However, I could see Option #2 working well if at some point more information about the community member would come over from Salesforce (like specific account info, contact info, or some sort of roll up summary of other contacts at the account)

I really like the look of option number one.

@xiaoyu-shen option one works well and is most convenient, but as the number of buttons grow in that area this will likely have to change to something like Option 2 as you run out of space. I also like the use of the arrows in Option 2 to indicate that you’re going out to another external system (those might be good to have on the buttons).

Nice suggestion @Scott Baldwin.

Added the external-link icon in the mockup: 

Hey @xiaoyu-shen,

This is awesome! Thanks for following up on this request!

I agree with @Scott Baldwin here, and think that the buttons obviously look nicer and cleaner, but doesn’t give room for growth. 

Maybe a combination of the two? Ie have the Salesforce information section (like in the 2nd option), but instead of URL looking links, have the buttons from option 1. This way, in the future, you can add in other SFDC (perhaps even custom) functionality. 

Just my 2c. Either way, very excited for this!

Ilan

Thanks all for the input, really appreciated that!

I’d like to share our current plan on this : 

First version

Have the Account and Contact buttons in profile detail section first to keep it compact and avoid unnecessary scrolling. 

In the future

Switch to a separate section (e.g. solution #2) so that there is enough space for more context information.